Allcargo Gati Limited — Investor Meet, 25-09-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Gati's Analyst Day 2025 presentation signals a strategic pivot to become a top domestic logistics player. Past financials (FY20-FY25) show flat revenue but robust EBITDA (+14% CAGR), PBT (+165% CAGR), and ROCE (0.5% to 2.4%) growth, supported by ₹250 Cr debt repayment and ₹169 Cr QIP. The company targets future growth through "Tech Driven, Stronger, Leaner, Innovative" strategies, aiming for significant increases by FY30: 12%+ revenue, 12%+ gross margin, 21%+ EBITDA CAGR, and substantial boosts in ROCE and PBT. Management projects strong value creation via yield management and an asset-light network, reflecting a confident outlook.