Allcargo Logistics Ltd
Allcargo Logistics Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #15 of 30 in Transport Services
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The short version
International Supply Chain volumes showed modest growth: LCL volume up 3% QoQ; FCL volume up 6% QoQ; air volume up 5% YoY but seasonal decline QoQ. - Near-term momentum: 8-10% sequential volume increase expected in July-September quarter, considered seasonal, with cautious outlook beyond that due to geopolitical uncertainties. - ECU360 App expansion aims to significantly grow FCL volumes by simplifying door-to-door quotations and services. - Global trade environment remains volatile due to tariffs and geopolitical tensions, but Allcargo’s diversified trade lanes buffer risks. - Domestic business (express and contract logistics) growing well: contract logistics revenue up ~50% YoY; EBITDA up ~30%. Volumes in international supply chain business are flat to slightly down globally due to tariffs and geopolitical uncertainty, but growth is targeted by gaining market share, especially through ECU360 app enhancements for door-to-door full container load (FCL) services.
From Allcargo Logistics Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- International Supply Chain volumes showed modest growth: LCL volume up 3% QoQ; FCL volume up 6% QoQ; air volume up 5% YoY but seasonal decline QoQ.
- Near-term momentum: 8-10% sequential volume increase expected in July-September quarter, considered seasonal, with cautious outlook beyond that due to geopolitical uncertainties.
- ECU360 App expansion aims to significantly grow FCL volumes by simplifying door-to-door quotations and services.
- Global trade environment remains volatile due to tariffs and geopolitical tensions, but Allcargo’s diversified trade lanes buffer risks.
2 more points from Allcargo Logistics Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
2 more points from Allcargo Logistics Ltd's call on capex
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Top-ranked in Transport Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Allcargo Logistics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹514 Cr, net profit ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Allcargo Logist.'s management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Transport Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Allcargo Logistics Ltd Q1 FY26 results?
International Supply Chain volumes showed modest growth: LCL volume up 3% QoQ; FCL volume up 6% QoQ; air volume up 5% YoY but seasonal decline QoQ. - Near-term momentum: 8-10% sequential volume increase expected in July-September quarter, considered seasonal, with cautious outlook beyond that due to geopolitical uncertainties. - ECU360 App expansion aims to significantly grow FCL volumes by simplifying door-to-door quotations and services. - Global trade environment remains volatile due to tariffs and geopolitical tensions, but Allcargo’s diversified trade lanes buffer risks. - Domestic business (express and contract logistics) growing well: contract logistics revenue up ~50% YoY; EBITDA up ~30%. Volumes in international supply chain business are flat to slightly down globally due to tariffs and geopolitical uncertainty, but growth is targeted by gaining market share, especially through ECU360 app enhancements for door-to-door full container load (FCL) services.
What is Allcargo Logistics Ltd share price analysis?
Allcargo Logistics Ltd currently shows a neutral. The stock trades at a P/E of 32.6 with a market cap of ₹1,498 Cr. Investors should review the full earnings analysis for detailed insights.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.