Allcargo Gati Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Gati reported Q1FY26 consolidated revenue of ₹357 Cr (-0.2% YoY) and EBITDA of ₹13 Cr (-30% YoY), achieving a positive PAT of ₹1 Cr. Management is focused on profitable growth by optimizing its network, enhancing cost efficiency, and leveraging technology to improve customer experience. Strategic initiatives include boosting pick-up/delivery capacity and reducing turnaround times. The merger of Express and Consultative Logistics, pending NCLT approval in Q2FY26, is set to unlock significant cross-selling opportunities and expand addressable markets by 4x-6x. Management sounds confident about creating long-term value.