Transcript for Earnings Call held on May 15, 2026 for the fourth quarter and financial year ended March 31, 2026.
ALLCARGO · price
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Allcargo Logistics reported Q4 FY26 revenue of INR514 crores (flat YoY) with EBITDA of INR60 crores, up 41% YoY. Full year FY26 revenue stood at INR2,058 crores (5% growth) with EBITDA of INR233 crores (16% YoY growth) and margins improving from 10% to 11%. Express division Q4 revenue was INR362 crores while Consultative Logistics posted INR151 crores in Q4 with strong 17% full-year growth. The company handles 10 million packages per month in e-commerce/quick commerce. Management guided that EBITDA and PBT will grow ahead of revenue going forward, with Q1 FY27 expected to show visible improvement. Allcargo Global has received all regulatory approvals and listing is expected within a month. New leadership appointments (COO and Chief of Sales for Express) were announced.
EBITDA margin improvement to 11% demonstrates successful cost rationalisation and operational efficiency. Management's explicit guidance that profitability will outpace revenue growth signals confidence in sustained margin expansion. However, the wide gap between EBITDA (INR233 crores) and PAT (INR6 crores) remains a concern for shareholders.