ALLCARGONSEAllcargo Logistics Limited· Travel And TransportHighNeutral
Announced Tue, 12 Aug · 19:11 IST

Allcargo Logistics Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Emphasis Of MatterRevenue DeclinePat NegativeExceptional ItemAuditor Mid Year ChangeContingent Liabilities IncreasedResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Allcargo Logistics reported a mixed set of Q1 FY26 results. On a standalone basis, revenue from operations fell about 5.7% year-on-year to Rs 49,656 lakhs (from Rs 52,647 lakhs), but profit after tax more than doubled to Rs 704 lakhs (from Rs 336 lakhs), with EPS at Rs 0.07 vs Rs 0.03. On a consolidated basis, revenue grew marginally to Rs 3,81,670 lakhs, but a sharp jump in foreign exchange losses (Rs 8,278 lakhs vs Rs 351 lakhs) and higher employee costs pushed the company to a consolidated loss after tax of Rs 9,896 lakhs (vs profit of Rs 428 lakhs a year ago), translating to a loss per share of Rs 1.02. The auditor (S.R. Batliboi & Associates LLP) issued an unmodified opinion but drew attention to the ongoing income tax search at the company's premises and the residences of three key managerial personnel. The Board also approved the appointment of MSKC & Associates LLP as statutory auditor for FY26-FY30 and scheduled the 32nd AGM for September 24, 2025.

Likely market impact

Shareholders should note the stark divergence between healthy standalone profitability and a sizeable consolidated loss driven primarily by FX losses and elevated costs, which may weigh on near-term sentiment. Tax search proceedings, the CCI show cause notice on the GESCPL stake acquisition, and the pending Composite Scheme of Arrangement add ongoing overhangs, though management views their financial impact as not material.