Allcargo Logistics Limited — Investor Meet, 30-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Logistics reported Q4 consolidated revenue of ₹3,952 Cr, up 18% YoY, with EBITDA rising 16% to ₹115 Cr; net loss narrowed impacted by a ₹33 Cr forex loss. FY25 revenue grew 24%, EBITDA 12%, and PAT reached ₹49 Cr. International Supply Chain led with 25% revenue growth; air freight volumes surged 30%, while LCL was flat and FCL grew 7%. Domestic Express revenue rose 2%, but EBITDA jumped 34% through cost optimization. Contract Logistics revenue increased 48%, EBITDA up 2%, weighed by white space costs. Gross debt fell ₹66 Cr in H2 FY25; net debt at ₹472 Cr. Management highlights operational productivity, FCL, air freight, and CFS expansion, and finance automation. Trade uncertainty from US tariffs may cause short-term volatility, but demand momentum is improving. Capex is modest (<₹60 Cr), focusing on IT and selective CFS, with preference for operating leases in contract logistics.