ALFA Finder| Management target | Revenue 10.0% FY28 |
|---|
| Revenue growth | Revenue +3.4% YoY to ₹555 Cr; H1 +7.1%; mostly price-led. |
|---|---|
| Margins | EBITDA margin 13.9%, up 240 bps YoY and 90 bps QoQ. |
| Demand visibility | July-August soft; September inflected; October festive described as very strong. |
| Management confidence | Balanced-to-optimistic; holds revenue guidance despite ~7% H1 growth. |
Growth
Revenue ₹555 Cr, +3.4% YoY, +1.6% QoQ; H1 +7.1%. EBITDA +24.2% YoY to 13.9% margin, mainly price-led, not volume-led.
Outlook
Holds 10% revenue CAGR to FY28 despite ~7% H1 growth. 15% EBITDA margin by FY28 is aspirational. New MD Vijay Nahera from 1 Jan 2027.
Risks
Warehouse space under management down 5.5% YoY, not directly addressed. Gross margin quoted as both 31.4% and 30.6% in the call.
Earnings Call Transcript filed with BSE, NSE: ALLCARGO. Summary written with AI assistance from the document.
Allcargo Logistics Ltd: key numbers
- Share price
- ₹9.85
- Market cap
- ₹1,475 Cr
- Revenue (annual)
- ₹2,058 Cr
- Net profit (annual)
- ₹8.00 Cr
- P/E (TTM)
- 28.4×Sector 29.0×
- Promoter holding
- 40.28%+0.00% QoQ
- FII holding
- 5.82%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Allcargo Logistics Ltd
All →Allcargo Logistics Other Announcement
Allcargo filed its Reg 32 QIP monitoring agency report for Q1 FY27 via ICRA. The report notes ₹47.80 Cr of earlier-allocated proceeds were redirected to general corporate purposes with prior board approval.
Allcargo Logistics Results Update
Allcargo Logistics shared its H1FY27 press release with revenue up 7% and EBITDA up 31% year-on-year. Management outlined festive-season volume recovery and H2FY27 priorities.
Allcargo Logistics Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹555 Cr (+3.4% YoY), EBITDA ₹77 Cr (+24.2%), PAT ₹19 Cr vs prior loss. Gross margin up to 31.4%; express volumes down 4.7% YoY.
Allcargo Logistics Management Change
Allcargo Logistics reported board changes from its November 3, 2026 meeting. Hetal Gandhi was re-appointed and Russell Parera appointed as Non-Executive Independent Directors, each for 36 months.
- Execution
- 36 months for each director; Parera effective November 3, 2026, Gandhi effective February 8, 2027
Allcargo Logistics Q2 FY27 Results: Turns Profitable, Net Profit ₹18 Cr
Allcargo Logistics Ltd reported revenue from operations of ₹555 Cr (+3.4% YoY) and net profit of ₹18 Cr for Q2 FY27.
- Key figure
- Net profit ₹18 Cr
Allcargo Logistics Annual General Meeting
Allcargo issued a Postal Ballot Notice to appoint Vijay Nehra as Director and MD & CEO for five years. E-voting runs October 24 to November 22, 2026.