Monthly Business Update for the Month of May 2025
ALLCARGO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Allcargo Logistics reported mixed operational performance for May 2025. FCL (Full Container Load) volumes grew 6.3% year-on-year to 56,684 TEUs, with growth seen across all major regions. Air freight volumes rose 4.4% YoY to 3.06 million kilos, driven by gains in North America, Latin America, and Europe. However, LCL (Less than Container Load) volumes declined 3.7% YoY at 728,000 cubic meters, though they grew 3% compared to April. Container utilization also fell YoY, while 40-foot container ratio stayed flat. The company cited ongoing geopolitical disruptions and trade tensions as challenges, particularly affecting LCL and Asia-Pacific regions.
Mixed bag for shareholders — two of three core segments (FCL and Air) showed healthy YoY growth, but the LCL de-growth and softer container utilization highlight pressure on the less-than-container-load business. Geopolitical uncertainty remains a watchpoint for near-term volumes.