As per the letter attached

Net loss reportedResults restatedEmphasis of matterRelated-party transactionsResults 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

-2.9%Reaction day

₹9.08

prior close

₹9.05

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used-0.4%-2.5% vs market

Logistics Solution Provider peers, median of 45sector-0.8%-2.0% vs sector

On the reaction day the stock moved 2.5 pts less than Nifty Microcap 250 and 2.0 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

-2.7

10m

-2.4

15m

-2.1

30m

+0.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.9-0.4-2.5-0.8-2.0

Next day

-4.0-1.7-2.2-2.6-1.4

-5.3-1.3-4.0-2.0-3.3

-4.2-0.7-3.5-2.6-1.6

-4.7+0.4-5.1-1.6-3.1

-4.7+0.5-5.2-2.0-2.7

+0.6+2.8-2.3-1.7+2.3

15d

-4.2+1.2-5.4-5.2+1.0

+1.3+5.3-4.0-2.4+3.7

-11.5+9.9-21.4+0.4-11.8

+10.4+13.1-2.8+0.5+9.9

UpDownMarket · Nifty Microcap 250Sector · Logistics Solution Provider peers, median of 45Pending

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

AI summary

Allcargo Logistics reported FY2026 standalone revenue of ₹2,058 crore, up 4.9% from ₹1,961 crore (restated) in FY2025. However, profit after tax from continuing operations collapsed to just ₹3 crore from ₹74 crore in the prior year – a decline of about 96%. Total comprehensive income was ₹5 crore versus ₹75 crore previously. The auditors issued an unmodified (clean) opinion but included two 'Emphasis of Matter' paragraphs: one regarding the composite scheme of arrangement (demerger of international supply chain business) where accounting treatment overrides Ind AS requirements, and another regarding Income Tax search operations conducted in FY2025. Prior year figures have been restated to reflect the corporate restructuring. The company also changed auditors mid-year (prior year audited by another firm).

Likely market impact

Sharp profit decline despite modest revenue growth and a complex corporate restructuring are concerns. Clean audit opinion provides some comfort, but the massive earnings drop and restated financials warrant caution for investors.