Allcargo Logistics EBITDA Jumps 16% to INR233 Crores in FY26
Allcargo Logistics Limited announced its financial results for the quarter and year ended March 31, 2026, reporting a 16% year-on-year increase in EBITDA to INR233 crores and a 5% rise in revenue to INR2,058 crores. The company achieved an EBITDA margin of 11% for the full year, supported by strategic pricing measures and cost rationalization following the integration of its Express and Consultative Logistics divisions. Management expects EBITDA and PBT to outpace revenue growth in the coming quarters.
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Allcargo Logistics Limited has released the transcript of its earnings conference call for the fourth quarter and financial year ended March 31, 2026. The management discussed the financial performance, operational highlights, and strategic initiatives undertaken during the year. The company reported a healthy growth in profitability driven by operational efficiency and strategic pricing measures, despite a challenging global environment.
Financial Performance
For the full year FY26, Allcargo Logistics reported a revenue of INR2,058 crores, registering a growth of 5% over the previous year. The EBITDA for the year stood at INR233 crores, reflecting a robust growth of 16% year-on-year, with EBITDA margins improving to 11%. On a quarterly basis, revenue for Q4 FY26 stood at INR514 crores compared to INR513 crores in the corresponding period last year. EBITDA for the quarter was reported at INR60 crores, a strong 41% growth from the previous year.
| Metric | Q4 FY26 | Q4 FY25 | Full Year FY26 | Full Year FY25 |
|---|---|---|---|---|
| Revenue (INR Crores) | 514 | 513 | 2,058 | - |
| EBITDA (INR Crores) | 60 | - | 233 | - |
| EBITDA Growth (%) | 41% | - | 16% | - |
Segment Performance
The Express division reported a revenue of INR362 crores for the quarter, compared to INR343 crores in the same period last year. For the full year, Express business revenue stood at INR1,442 crores. The company handled a total volume of 3 lakh metric tons under the Express business unit during the quarter, with a realization per metric ton increasing by 3% year-on-year to INR12,037. The Consultative Logistics business saw revenue for Q4 FY26 at INR151 crores, growing 3% year-on-year. On a full-year basis, revenue for this segment stood at INR615 crores, registering a healthy growth of 17% year-on-year. The total warehouse space under management stood at 8 million square feet as of March 2026.
Strategic Initiatives
Management highlighted that the integration of Express and Consultative Logistics divisions is largely complete, contributing to cost rationalization and efficiency gains. The company implemented several pricing measures, including metro congestion charges and extended reach charges for specific pin codes, which improved yields. Allcargo Logistics also strengthened its leadership team by onboarding a Chief of Operations and a Chief of Sales for the Express division. Looking ahead, the company expects EBITDA and PBT to grow ahead of revenue in the coming quarters, focusing on efficiency-led profitable growth.
Historical Stock Returns for Allcargo Logistics
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -2.16% | -5.38% | -10.31% | -33.72% | -74.13% | -66.33% |
How might escalating global trade tensions and tariff uncertainties impact Allcargo Logistics' Express division volumes and realization per metric ton in FY27?
With warehouse space under management at 8 million square feet, what is Allcargo's target expansion capacity for Consultative Logistics, and which sectors or geographies are driving demand?
Given that the Express and Consultative Logistics integration is largely complete, what specific cost synergies or cross-selling opportunities is management targeting to sustain EBITDA margin expansion beyond 11%?
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