Allcargo Logistics Limited — Investor Meet, 13-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Logistics delivered a strong Q1 FY27 turnaround with consolidated revenue at INR 546 Cr (+11.2% YoY), EBITDA at INR 71 Cr (+39.2% YoY), and PAT of INR 14 Cr (vs loss). Express Logistics volumes grew 6.7% with 6.4% higher realization, achieving 6.2% EBITDA margin (aiming for 10% in 3 years). Consultative Logistics revenues grew 6.1% with a robust 29.56% EBITDA margin. Management highlighted "service quality obsession" driving volume and pricing, and 98% customer retention. The company is focused on market-beating growth and margin expansion, expressing confidence in sustainable profitable growth.