Allcargo Logistics Ltd
Allcargo Logistics Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue growth guidance for FY '28 and FY '30 remains on track, with a 10% CAGR expected from current levels. Revenue growth guidance: 10% CAGR from current levels through FY '28 and FY '30.
From Allcargo Logistics Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue growth guidance for FY '28 and FY '30 remains on track, with a 10% CAGR expected from current levels.
- The company expects a sequential quarterly CAGR of 20% on EBITDA through FY '28.
- Volume handled grew 6% year-on-year and 11% quarter-on-quarter in Q2 FY '26, indicating positive momentum moving forward.
- Strong macroeconomic factors such as Make in India, PLI schemes, and regulatory reforms are anticipated to drive growth.
- Strategic synergies from the merger, especially cross-selling between Express and Consultative logistics divisions, will accelerate growth.
- Expansion focus on sectors like quick commerce, e-commerce, auto and engineering, life sciences, and healthcare to boost volumes.
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Profitability & Margins
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Capital Expenditure Plans
- The company mentioned ongoing deployment of capital expenditure in warehouse infrastructure, particularly supporting the Consultative Logistics business, which has an 8.4 million square feet warehouse space under management.
- Capex is needed to support growth phases, especially in Consultative Logistics.
- The company is focused on tech investments such as revamping the Warehouse Management System (WMS), launching and enhancing mobile-first booking and last mile delivery apps, and upgrading finance ERP to Oracle.
- Overall, investments are aimed at:
- Revenue growth
- Productivity enhancement
- Cost optimization
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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
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 Logistics Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Allcargo Logistics Ltd Q2 FY26 results?
Revenue growth guidance for FY '28 and FY '30 remains on track, with a 10% CAGR expected from current levels. Revenue growth guidance: 10% CAGR from current levels through FY '28 and FY '30.
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.
Is Allcargo Logistics Ltd planning capital expenditure?
The company mentioned ongoing deployment of capital expenditure in warehouse infrastructure, particularly supporting the Consultative Logistics business, which has an 8.4 million square feet warehouse space under management.
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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.