Allcargo Logistics Limited — PPTs, 14-05-2026: Investor Presentation

Allcargo Logistics posted a steady FY26 with revenue reaching Rs 2,058 Cr, a 5% YoY increase. Q4FY26 revenue was Rs 514 Cr (+0.2% YoY). EBITDA for Q4FY26 impressively grew 41% YoY to Rs 60 Cr, contributing to a full-year EBITDA of Rs 233 Cr (+16% YoY). This performance was driven by improved yields and cost efficiencies following the merger of consultative logistics with the express business.

The company's strategy focuses on integrated logistics solutions post-merger, aiming for enhanced cross-selling and expanded customer wallet share. Digital initiatives like a new customer portal and WMS system are boosting efficiency.

Management's outlook emphasizes sustainable scaling through stronger partnerships and deeper market penetration. Vision 2030 targets robust CAGRs of ~10% for revenue and gross margin, and ~20% for EBITDA, along with significant ROCE improvements.

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