Allcargo Logistics Limited — PPTs, 25-09-2025: Investor Presentation

Allcargo Logistics, a leading global LCL consolidator, demonstrates resilience with rising Gross Profit despite freight rate volatility, driven by a focus on operating leverage.

Future strategy centers on value-accretive growth and digital transformation. Expansion into new markets like Africa, Eastern Europe, and deeper penetration in China, along with new products like e-commerce return logistics, are key. Digital initiatives are strong, with AI tools like AQUA reducing quote time by 60%, and the ECU360 platform targeting 60% digital quotes.

Key financial aspirations by FY30 include LCL Volume reaching 11 Mn Cbm, FCL Volume hitting 1,000K TEUs, and Air Volume growing to 60K Tons. Gross Profit is targeted to climb to Rs. 3,900 Cr from Rs. 2,750 Cr (FY25), with EBITDA aiming for Rs. 800 Cr from Rs. 327 Cr (FY25). Management prioritizes capital-efficient growth, cost optimization via shared service centers, and continuous digital innovation.