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ALLCARGO · price
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Allcargo Logistics reported FY26 revenue of Rs 2,058 Cr, up 5% YoY, with Q4FY26 revenue at Rs 514 Cr (flat YoY). EBITDA surged 16% to Rs 233 Cr for FY26, with Q4FY26 EBITDA at Rs 60 Cr, up 41% YoY driven by 12% EBITDA margin versus 8% in Q4FY25. Gross margin held steady at 30% with realization per ton improving 3% YoY to Rs 12,037. The company merged its express and consultative logistics businesses to enable cross-selling, targeting INR 45-50 Bn addressable spend from top 250 express customers. Vision 2030 targets revenue CAGR of 10%, gross margin CAGR of 12%, and EBITDA CAGR of 20% over FY25 base.
Strong EBITDA growth and margin expansion signal operational efficiency gains; management's multi-year Vision 2030 targets provide clear growth roadmap for shareholders.