Allcargo Logistics Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 25 May 2026 | Transport Services | Market Cap: ₹1.5K Cr
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.
Price
₹12.2
Market Cap
₹1.5K Cr
P/E Ratio
32.6
How does Allcargo Logistics Ltd rank in Transport Services?
Compare Allcargo Logistics Ltd against every Transport Services company this quarter on revenue, margins and earnings-call signals.
Allcargo Logistics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹514 Cr, net profit ₹20 Cr.
Full financials →📊 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.
- →Price increases aligned with inflation and improved service quality also expected to enhance revenue.
- →Continuous tech enhancement and operational efficiencies will support scalability and volume growth.
📈 Profitability & Margins
- →Revenue growth guidance: 10% CAGR from current levels through FY '28 and FY '30.
- →EBITDA growth: Expected CAGR of 20% sequentially over FY '28, driven by operating leverage and cost management.
- →Gross margin: Targeted to increase proportionally, with around 10% CAGR growth from current ~29%.
- →Operating leverage: SG&A costs expected to remain largely consistent, enabling faster revenue growth to expand EBITDA margin.
- →Profit before tax (PBT): Recent quarter showed a positive PBT of INR 9 crores compared to previous losses, indicating improvement in profitability.
- →EPS outlook: Improved profitability and revenue growth with synergies post-merger expected to enhance EPS over the medium term.
- →Overall, the company is optimistic about sustaining volume and realization growth supported by macroeconomic tailwinds, tech enhancements, and synergy realization post-merger.
🏗️ 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
- →These investments support expansion into new verticals like retail and FMCG.
- →No explicit future capital expenditure quantum or timeline was disclosed, but ongoing and planned investments in tech systems and warehouse capacities indicate a strategic focus on scaling operations and digital transformation.
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
Key Metrics
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What Allcargo Logist.'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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.