Allcargo Logistics Limited has informed the Exchange about Investor Presentation
ALLCARGO · price
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Allcargo Logistics shared its Analyst Day 2025 presentation with the exchanges. The company laid out its strategy for the next 5 years, focusing on digital transformation, AI-enabled platforms (ECU360), expansion into new markets like Latin America, Africa, and eastern Europe, and launching 20+ new trade lanes in the US. Management unveiled multi-year financial targets, including EBITDA growing from Rs. 327 Cr in FY25 to Rs. 800 Cr by FY30, supported by operating leverage and SG&A optimization. Gross Profit is targeted to rise from Rs. 2,750 Cr to Rs. 3,900 Cr over the same period, while LCL volumes are expected to grow from 8.9 Mn Cbm to 11 Mn Cbm.
The presentation provides long-term visibility with EBITDA more than doubling by FY30, which should be viewed positively by investors. The clear roadmap for cost optimization, AI-led efficiency, and focus on ROCE signals management's commitment to improving profitability, though execution over 5 years remains to be tracked.