Allcargo Logistics , a prominent player in the logistics sector, has released its operational update for September 2025, revealing a mixed performance across its various business segments. The company's operational metrics show both challenges and growth areas in the face of shifting global trade patterns and market uncertainties.

LCL Operations Face Headwinds

The Less than Container Load (LCL) operations, a key segment for Allcargo, experienced a downturn in September 2025. The company reported:

• LCL volume: 717,000 cubic meters
• Month-on-month decline: 4.00%
• Year-on-year decline: 6.00%

This decline is attributed to persistent global market uncertainty, primarily driven by trade policy changes. Allcargo noted a significant shift in global trade patterns, with Asia to North America trade declining, while trade from Asia to Europe, the Middle East, and Latin America showed increases.

FCL Operations Remain Stable

Full Container Load (FCL) operations demonstrated stability amid the changing market conditions:

• FCL volume: 53,921 TEUs (Twenty-foot Equivalent Units)
• Performance: Flat compared to both the previous month and the previous year

Air Freight Shows Positive Momentum

In contrast to the challenges faced in sea freight, Allcargo's air operations displayed encouraging growth:

• Air freight volume: 3,012 tonnes
• Year-on-year growth: 14.00%
• Month-on-month growth: 1.00%

Container Utilization and Ratio

The company also reported on its container utilization and the ratio of 40-foot containers:

• Container utilization declined in line with volume reductions
• 40-foot container ratio remained unchanged from previous periods

Regional Performance Breakdown

The operational update revealed varied performance across different regions:

These figures reflect the complex and dynamic nature of global logistics, with different regions and transport modes experiencing varying levels of activity and growth.

As global trade continues to evolve, Allcargo Logistics' diverse operational portfolio appears to provide some resilience against market fluctuations. The company's ability to capitalize on growth in air freight while navigating challenges in sea freight will be crucial for its performance in the coming months.

Allcargo Logistics , through its subsidiary Allcargo Terminals, has reported a significant increase in its Container Freight Station (CFS) volumes for September 2025. The company's performance showcases robust growth both on a year-over-year and month-over-month basis.

Key Highlights

Performance Analysis

Allcargo Terminals has demonstrated strong operational performance in its CFS business. The company handled 59.70 thousand Twenty-foot Equivalent Units (TEUs) in September 2025, marking a substantial 18.00% increase compared to the same period last year. This growth indicates a positive trend in the company's operations and potentially reflects an uptick in overall trade activities.

Monthly Comparison

In addition to the year-over-year growth, Allcargo Terminals also showed improvement on a month-over-month basis. The September 2025 volumes represent a 5.00% increase compared to August 2025, suggesting continued momentum in the company's CFS operations.

Industry Implications

The growth in CFS volumes could be indicative of broader trends in the logistics and shipping industry. As container freight stations play a crucial role in international trade, increased volumes may signal positive developments in global trade activities or Allcargo Terminals' market position.

While these figures present a positive outlook for Allcargo Terminals, it's important for investors and industry observers to consider these results within the broader context of the company's overall performance and market conditions.