ALLCARGOBSEAllcargo Logistics LtdMediumNeutral
Announced Thu, 14 May · 23:13 IST

As per the letter attached

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications 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
Up moveDown movePending
AI summary

Allcargo Logistics reported FY26 revenue of Rs 2,058 crore, up 5% YoY, with Q4FY26 revenue flat at Rs 514 crore. EBITDA surged 16% to Rs 233 crore for FY26, with Q4FY26 EBITDA margin expanding to 12% from 8% in Q4FY25, driven by cost rationalization and better yields. Express volume remained stable at 1,233 thousand tons. The company completed merger of its express and consultative logistics businesses, enabling integrated end-to-end fulfillment solutions. Vision 2030 targets revenue CAGR of 10%, gross margin CAGR of 10%, and EBITDA CAGR of 20% over FY25 base.

Likely market impact

EBITDA margin nearly doubled YoY signals strong operational efficiency gains, though flat Q4 revenue growth and declining QoQ revenue may concern near-term investors. Long-term 2030 targets provide multi-year growth roadmap.