ALLCARGOBSEAllcargo Logistics LtdHighNeutral
Announced Thu, 14 May · 23:16 IST

As per the letter attached

Ebitda Margin ExpansionExceptional ItemResults View source PDF

ALLCARGO · price

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

Price reaction · full curve 14 horizons · vs prior close
-4.0%1-day move
₹9.08
prior close
₹9.05
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.7-2.4-2.1+0.7-4.0-5.3-4.2-4.7-4.7+0.6-4.2+1.3-11.5
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AI summary

Allcargo Logistics Limited announced its Q4FY26 consolidated financial results, marking its first full quarter operating as a merged domestic logistics entity following the NCLT-approved restructuring. The company reported strong EBITDA growth of 41% year-on-year in Q4, with Profit Before Tax rising 205.4% over the same period. For the full FY26 year, revenue grew by 5%, EBITDA increased by 16.5%, and PBT surged by 95.9%, reflecting improved operational efficiency post-integration. Both Express Distribution and Contract Logistics businesses delivered stable revenue growth, driven by network utilization, customer additions, and gradual demand recovery. Management indicated FY27 will focus on scaling operations through network expansion, retail logistics growth, and strategic account development.

Likely market impact

The strong profit growth and margin expansion indicate successful execution of the restructuring plan, positioning the company for sustainable growth. However, the mention of exceptional items affecting PBT warrants attention as it may impact underlying earnings quality.