Allcargo Logistics Q3 FY26: revenue down 14% YoY, small quarterly loss

Emphasis Of MatterRevenue DeclinePat NegativeResults RestatedExceptional ItemResults View source PDF Explain this filing

ALLCARGO · price

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

Price reactionminutes from the announcement price · days from the prior close

-5.5%Reaction day

₹10.75

prior close

₹10.60

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used-0.8%-4.7% vs market

Logistics Solution Provider peers, median of 47sector-0.6%-4.9% vs sector

On the reaction day the stock moved 4.7 pts less than Nifty Microcap 250 and 4.9 pts less than its Logistics Solution Provider peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.4

10m

-1.6

15m

-1.9

30m

-1.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-5.5-0.8-4.7-0.6-4.9

Next day

-7.0+1.8-8.8+0.3-7.3

-7.0+2.8-9.8+0.3-7.3

-8.4+2.3-10.6+0.3-8.7

-11.2+1.8-12.9+0.6-11.8

-13.5+0.3-13.8-0.4-13.1

-16.9+0.5-17.4-1.1-15.8

15d

-21.6-2.5-19.1-3.8-17.8

-27.1-6.3-20.7-8.1-19.0

-25.6-8.0-17.6-13.4-12.2

-9.5+8.3-17.8-2.3-7.2

UpDownMarket · Nifty Microcap 250Sector · Logistics Solution Provider peers, median of 47Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Allcargo Logistics Q3 FY26 standalone revenue was Rs 516 cr; 9M revenue fell about 14% YoY to Rs 1,244 cr on restated basis. Q3 saw a small loss after tax of Rs 1 cr versus a profit last year. The NCLT approved demerger of the international supply chain business into Allcargo Global (AGLo) and merger of Allcargo Gati into the company, effective November 2025; prior period numbers restated. A CCI penalty of Rs 50 lakh on the Gati stake acquisition was disclosed. Income tax search matter at company and KMP premises remains pending.

Likely market impact

Weak Q3 with a loss; major restructuring refocuses the company on domestic logistics. Restated numbers and the tax search matter remain overhangs.