Please refer enclosed attachment
Awaiting price reaction for this filing.
Allcargo Gati Limited reported its audited financial results for FY25, with revenue rising 2% year-on-year to ₹1,510 crore. FY25 EBITDA grew a strong 34% YoY to ₹72 crore, reflecting a 110 basis points expansion in EBITDA margin over FY24. Gross margin for the full year improved 5% to ₹384 crore. However, Q4FY25 was softer — revenue grew 9% YoY to ₹385 crore, but EBITDA fell 17% to ₹12 crore and gross margin declined 5%. The company attributed full-year growth to new marquee customer wins, digital initiatives like the HubEye and Gate Scan apps, migration to an Oracle-based ERP, and operational efficiencies. Management stated that revised tariff strategies should further improve gross margins going forward.
The full-year margin expansion and revenue growth signal improving operational efficiency and could be viewed positively by shareholders. However, the weak Q4 EBITDA print and QoQ decline may cap immediate stock price excitement.