Allcargo Logistics Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

**Financial Performance:**

Allcargo Logistics' Q3 FY26 revenue was INR 516 Cr, EBITDA INR 61 Cr. 9-month revenue grew 7% to INR 1,544 Cr, EBITDA 9% to INR 174 Cr. Express business EBITDA surged 19% YoY in Q3, driven by yield improvements. Consultative Logistics revenue rose 5% YoY. Net cash: INR 88 Cr.

**Management Commentary & Outlook:**

Q3 focused on profitability and cost control, with Express gaining market share. Despite muted e-commerce in CL, client relations are strong. Tech (AI, control towers) is enhancing service. A 10.2% price hike is effective January. Management is confident of a stronger Q4 and achieving organic, profitable growth with an asset-light model.