Allcargo Logistics Ltd
Allcargo Logistics Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
International Supply Chain business saw a 1% growth in LCL volumes and 7% growth in FCL volumes, outperforming the market. International Supply Chain segment revenue grew by 25% in FY '25 with a 4% improvement in EBITDA, indicating moderate profit growth potential.
From Allcargo Logistics Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- International Supply Chain business saw a 1% growth in LCL volumes and 7% growth in FCL volumes, outperforming the market.
- Air Freight volumes grew 30% year-on-year, indicating strong growth potential.
- International Supply Chain segment revenue increased by 25%, with EBITDA improving by 4%.
- Latin America showed robust profitability growth, with turnaround in previously loss-making countries.
- Domestic Express business recorded 2% revenue growth and 34% EBITDA growth, driven by cost optimization and yield enhancement.
- Contract Logistics revenue surged 48%, led by quick commerce, although margins are currently below historical averages due to white spaces (vacancies).
- Overall, the logistics industry and trading environments are expected to normalize after current tariff pauses, potentially boosting demand and volumes.
- Growth is expected from diversified product management initiatives across LCL, FCL, Air Freight, and CFS businesses.
Profitability & Margins
See what Allcargo Logistics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No significant capital expenditure (capex) planned on the operating business side as it is an asset-light operation.
- Current investments primarily on IT systems, including an upgrade from the Topaz operating system to iTopaz.
- Select strategic investments in Contract Logistics, particularly Container Freight Station (CFS) in Korea, funded by a mix of equity and debt; overall debt impact remains nominal.
- FY 2025 capex in International Supply Chain business was approximately INR 30 crores; total capex including all investments is under INR 50-60 crores.
- For FY 2026, minimal non-IT capex expected; focus on operating leases rather than ownership for warehouses and contract logistics assets to reduce capital outlay.
- The company is building economic models based on operating leases to avoid heavy capex tied up in warehouses and contract logistics.
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
See what Allcargo Logistics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Allcargo Logistics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Q4 FY25 results?
International Supply Chain business saw a 1% growth in LCL volumes and 7% growth in FCL volumes, outperforming the market. International Supply Chain segment revenue grew by 25% in FY '25 with a 4% improvement in EBITDA, indicating moderate profit growth potential.
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?
No significant capital expenditure (capex) planned on the operating business side as it is an asset-light operation.
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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.