Allcargo Logistics Limited conducted its Q3FY26 earnings conference call on February 6, 2026, where management provided detailed insights into the company's financial performance, business integration achievements, and strategic roadmap. The call was led by Managing Director and CEO Ketan Kulkarni, CFO Deepak Pareek, and Investor Relations representative Sanjay Punjabi.

Q3FY26 Financial Performance and Operational Metrics

The company reported consolidated revenue of ₹516 crore for Q3FY26 compared to ₹519 crore in the same period last year. EBITDA for the quarter stood at ₹61 crore, maintaining stability on both year-on-year and quarter-on-quarter basis. The company handled 313,000 metric tonnes during the quarter with realization per tonne at ₹11,610, representing a 2% year-on-year increase.

Express Business Shows Strong Profitability Improvement

The Express Distribution segment demonstrated robust performance with revenue of ₹364 crore for Q3FY26. EBITDA from this business reached ₹18 crore, marking a significant 19% year-on-year growth and 6% sequential improvement. Management attributed this growth to prudent decisions focused on service quality improvement, profitability strengthening, and effective cost management.

On a nine-month basis, Express business revenue reached ₹1,081 crore versus ₹1,073 crore in the same period last year, with EBITDA at ₹44 crore, maintaining parity with the previous year.

Contract Logistics Maintains Growth Momentum

The Consultative Logistics business managed 8.1 million square feet of warehouse space as of December 2025. Q3FY26 revenue from this segment stood at ₹153 crore, up 5% year-on-year, while EBITDA reached ₹46 crore, showing 2% year-on-year growth.

Strategic Integration and Technology Focus

CEO Ketan Kulkarni emphasized the successful completion of business integration, marking Q3FY26 as a transition quarter that transformed Allcargo Logistics into a unified domestic platform. The company implemented Oracle Fusion Accounting Software and focused on technology-led execution with disciplined cost management.

Management highlighted significant technology investments including GenAI enablers, integrated control towers, and enhanced digital capabilities. The company allocated ₹12 crore for technology initiatives in the upcoming financial year, focusing on service level improvements and enhanced customer experience.

Management Changes and Leadership Transition

CFO Deepak Pareek clarified that management changes in November 2025 were part of the mandatory transition following the scheme of merger effective October 1, 2025. The Allcargo Gati management team now manages the combined entity under Allcargo Logistics, with priorities remaining focused on service quality, business enhancement, and shareholder value creation.

Vision 2030 and Growth Strategy

The company outlined its Vision 2030 targeting 20% EBITDA CAGR from FY25 base through organic growth initiatives. Management expects EBITDA and PBT to grow faster than revenue in coming quarters, driven by improved service quality, technology implementation, and focus on profitable growth across both Express and Contract Logistics segments.

Allcargo Logistics announced its quarterly financial results for Q3FY26 following the Board of Directors meeting held on February 5, 2026. The company reported revenue from operations of ₹516 crores for the quarter ended December 31, 2025, with improved loss performance compared to the previous year.

Q3FY26 Financial Performance

The company's standalone financial results showed revenue from operations of ₹516 crores for Q3FY26, compared to ₹518 crores in Q3FY25. The company reported a net loss of ₹1 crore for the quarter, representing a significant improvement from the loss of ₹7 crores in the corresponding quarter of the previous year.

Nine Months Performance

For the nine months ended December 31, 2025, the company demonstrated improved revenue performance with operations reaching ₹1,544 crores compared to ₹1,448 crores in the corresponding period of the previous year. The company achieved a net profit of ₹4 crores for the nine-month period, compared to ₹14 crores in the previous year.

Board Decisions and Corporate Actions

The Board of Directors meeting, which commenced at 3:50 PM IST on February 5, 2026, and concluded at 12:20 AM IST on February 6, 2026, approved the unaudited standalone and consolidated financial results. The board also re-constituted the Risk Management, Finance, Strategy and Legal Committee with the following composition:

Regulatory Compliance and Business Operations

The financial results were prepared in accordance with Indian Accounting Standard 34 and reviewed by MSKC & Associates LLP, the company's statutory auditors. The auditors issued an unqualified review report, noting compliance with SEBI Listing Regulations requirements.

The company maintains its focus on domestic logistics services including express delivery and warehousing, while discontinuing its fuel stations business. The results reflect the impact of the composite scheme of arrangement involving business restructuring that was approved by the National Company Law Tribunal on October 10, 2025.