Allcargo Logistics Limited has informed the Exchange about Investor Presentation
ALLCARGO · price
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Awaiting price reaction for this filing.
Allcargo Logistics filed its Q1FY26 investor presentation showing consolidated revenue of ₹3,817 Cr (+1% YoY) but a sharp 24% YoY drop in EBITDA to ₹103 Cr, with EBITDA margin compressing to 2.70% from 3.60%. The company swung to a loss of ₹99 Cr at the PAT level, almost entirely due to a ₹83 Cr notional forex mark-to-market loss on US Dollar loans held by Belgian subsidiaries (EUR appreciated ~9% against USD in the quarter). International supply chain volumes were mixed — LCL volumes fell 5% YoY to 2.14 million CBM, while FCL volumes grew 8% YoY to 168K TEUs. Management noted subdued global trade from geopolitical tensions but guided for a rebound from July 2025 onwards. Contract Logistics (ASCPL) stood out with revenue up 49% YoY and EBITDA up 29% YoY, while net debt edged down to ₹467 Cr. The corporate restructuring, which will split the company into Allcargo Global (international) and Allcargo Logistics (domestic), has its NCLT hearing in August 2025.
On the surface this is a weak quarter — EBITDA is down sharply YoY and the company has slipped into a loss, which could weigh on sentiment. However, the hit is almost entirely a non-cash, notional forex mark-to-market that management is evaluating actions to eliminate, so investors will focus on the August 13 earnings call for clarity on the restructuring outcome, sustainable margin recovery, and contract logistics growth trajectory.