Allcargo Logistics Ltd
Allcargo Logistics Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Contract Logistics business has shown robust revenue growth of 62% YoY, indicating strong future growth potential through new client additions. Contract Logistics business shows strong growth with 62% revenue increase YoY and improving EBITDA, indicating potential for continued profit growth as white space reduces.
From Allcargo Logistics Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Contract Logistics business has shown robust revenue growth of 62% YoY, indicating strong future growth potential through new client additions.
- International Supply Chain (ISC) business reported 20% revenue growth YoY with 2% growth in LCL volume and 11% growth in FCL volume, suggesting moderate growth expectations.
- Domestic market growth is steady at around 10%, with expansion largely driven by market share gains in Contract Logistics.
- Growth in International business is currently subdued due to macroeconomic uncertainties and geopolitical factors, especially in Europe.
- Future volume and revenue growth is expected to improve with revival in global trade and reduction in current market headwinds.
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Profitability & Margins
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Capital Expenditure Plans
- The transcript does not explicitly mention current or future capital expenditure (capex) or strategic investments.
- It highlights investments in capital expenditure and working capital due to business growth, leading to a negative free cash flow of Rs. 4 crores over nine months.
- There are ongoing restructuring and outsourcing initiatives aimed at cost optimization, including shifting certain functions to lower-cost locations like the Philippines, Turkey, and Mexico.
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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 Logistics Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Allcargo Logistics Ltd Q3 FY25 results?
Contract Logistics business has shown robust revenue growth of 62% YoY, indicating strong future growth potential through new client additions. Contract Logistics business shows strong growth with 62% revenue increase YoY and improving EBITDA, indicating potential for continued profit growth as white space reduces.
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 transcript does not explicitly mention current or future capital expenditure (capex) or strategic investments. - It highlights investments in capital expenditure and working capital due to business growth, leading to a negative free cash flow of Rs.
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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.