Allcargo Logistics Limited — Investor Meet, 21-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Logistics Q2 FY26 saw improved operating performance. Revenue grew 11% YoY to INR537 Cr, and EBITDA rose 27% to INR62 Cr. The Express business achieved its highest-ever revenue and volume, growing market share. Consultative Logistics also hit record revenue, expanding warehouse space to 8.4 million sq ft. Adjusted profit before tax (PBT) turned positive at INR9 Cr, accounting for one-time merger expenses and discontinued amortization. Management foresees 20% EBITDA CAGR to FY28 and 10% gross margin CAGR, driven by operating leverage, cross-selling synergies, and tech investments. The outlook is confident on continued growth from domestic demand.