Allcargo Global Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹1,078 Cr
- ROE
- -20.14%
- Price to sales
- 0.09
- Debt to equity
- 1.03
- 52W high / low
- ₹22.0 / ₹9.73
- EBITDA margin
- 0.09%
- Net profit margin
- -2.10%
- Promoter holding
- 63.28%
- Sales (last year)
- ₹12,758 Cr
Allcargo Global Ltd is the international supply chain arm of the Mumbai-based Allcargo Group, promoted by Shashi Kiran Shetty. It is an asset-light, digital-first NVOCC offering LCL consolidation, neutral FCL and neutral air freight globally under the ECU Worldwide brand, and is the world's largest LCL consolidator with a ~14-15% global share.
Guidance scorecard · Q1 FY27 call
What Allcargo Global's management guided
and where it ranks in Transport Services
RevenueQ1 FY27 call
0–10%- Expect marginal incremental volume growth over the next few months, following typical industry seasonal trends (increase before Christmas, subdued around Chinese New Year, then pick up).
- Base case assumes no significant broad economic growth over the next 12 months; growth driven by market share gains and trade rebound.
- Targeting roughly 12%-15% volume growth from the current base to reach desired financial trajectories.
- Volume growth partly from market share expansion (limited pace) and partly from trade rebound (dependent on macroeconomic environment).
- FCL volumes likely to recover in markets like transatlantic and Latin America, though Middle East volumes remain weak.
2 more points from Allcargo Global's call on revenue
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MarginsQ1 FY27 call
FlatSee what Allcargo Global said on margins — free account, 30 seconds.
CapexQ1 FY27 call
None planned- The company plans to increase net debt significantly over the next two to three quarters by focusing on reducing working capital and selling non-core assets (e.g., warehousing and office assets worth USD 10-15 million).
- Rather, the business is asset-light with minimal capex needs.
- The strategy currently favors organic growth by investing in people and technology, rather than acquisitions or large capital investments.
2 more points from Allcargo Global's call on capex
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FundraisingQ1 FY27 call
See what Allcargo Global said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
Ask what Allcargo Global said on the order book →
Full Q1 FY27 analysisRanges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
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.
Peers
Transport Services companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 0–2% | ₹759 Cr | 23.8 | |
| 2 | 40%+ | Flat | ₹15,957 Cr | 70.8 | |
| 3 | 40%+ | Flat | ₹3,664 Cr | 24.9 | |
| 4 | 40%+ | Flat | ₹551 Cr | 15.4 | |
| 5 | 20–40% | Up 2%+ | ₹478 Cr | 6.3 | |
| 6 | 20–40% | Up 2%+ | ₹220 Cr | 7.6 |
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Pro shows every company guiding 40%+ revenue growth →Full Transport Services rankingFinancials of Allcargo Global
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Shareholder Pattern
Allcargo Global
Shareholding breakup across reporting periods.
| Jul 2026 | |
|---|---|
| Promoters + | 63.28% |
| FIIs + | 10.02% |
| DIIs + | 2.06% |
| Public + | 24.64% |
| No. of Shareholders | 2,11,840 |
Pros & Cons
Allcargo Global
Key positives and risks surfaced from the company insights section.
- Feb 2026 Global LCL market share % 15 Credit Rating - 09 Feb 2026 “largest player in the less than container load (LCL) consolidation industry holding about 15% market share globally” Page 1 · Source ISC share of group logistics business revenue % 88 Credit Rating - 09 Feb 2026 “ISC and domestic supply chain business ( B2B express logistics and contract logistics) â contributing ~88%, and 12% of the group's logistics business revenue” Page 1 · Source Number of consolidated subsidiaries count 128 Credit Rating - 09 Feb 2026 “List of entities consolidated” Page 1 · Source Number of trade lanes count 2,400 Credit Rating - 09 Feb 2026 “presence across more than 2,400 direct trade lanes” Page 1 · Source
- Feb 2026 Global LCL market share % 15 Credit Rating - 09 Feb 2026 “largest player in the less than container load (LCL) consolidation industry holding about 15% market share globally” Page 1 · Source ISC share of group logistics business revenue % 88 Credit Rating - 09 Feb 2026 “ISC and domestic supply chain business ( B2B express logistics and contract logistics) â contributing ~88%, and 12% of the group's logistics business revenue” Page 1 · Source Number of consolidated subsidiaries count 128 Credit Rating - 09 Feb 2026 “List of entities consolidated” Page 1 · Source Number of trade lanes count 2,400 Credit Rating - 09 Feb 2026 “presence across more than 2,400 direct trade lanes” Page 1 · Source
Financials of Allcargo Global
Quarterly Results
Quarter-by-quarter operating performance
| Jun 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|
| Sales + | 3,330 | 2,915 | 3,522 |
| Expenses + | 3,362 | 2,898 | 3,494 |
| Operating Profit | -32 | 17 | 28 |
| OPM % | -1.0% | 0.6% | 0.8% |
| Other Income + | 4 | 16 | 18 |
| Interest | 18 | 19 | 19 |
| Depreciation | 46 | 50 | 51 |
| Profit before tax | -92 | -36 | -24 |
| Tax % | -5% | 25% | 17% |
| Net Profit + | -87 | -45 | -28 |
| EPS in Rs | -0.46 | -0.28 |
Financials of Allcargo Global
Profit & Loss
Annual income statement trend
| Mar 2024 8m | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Sales + | 5,642 | 14,077 | 12,758 |
| Expenses + | 5,509 | 13,740 | 12,747 |
| Operating Profit | 133 | 336 | 11 |
| OPM % | 2.4% | 2.4% | 0.1% |
| Other Income + | 12 | 20 | -16 |
| Interest | 32 | 86 | 88 |
| Depreciation | 98 | 196 | 190 |
| Profit before tax | 14 | 74 | -283 |
| Tax % | 38% | 42% | 3% |
| Net Profit + | 9 | 43 | -290 |
| EPS in Rs | -3.03 | ||
| Dividend Payout % | 0% | 0% | 0% |
Financials of Allcargo Global
Balance Sheet
Capital structure and asset base
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Equity Capital | 197 | 197 | 197 |
| Reserves | 1,209 | 1,242 | 1,099 |
| Borrowings + | 862 | 1,258 | 1,338 |
| Other Liabilities + | 2,516 | 2,485 | 2,502 |
| Total Liabilities | 4,784 | 5,182 | 5,135 |
| Fixed Assets + | 1,236 | 1,191 | 1,325 |
| CWIP | 43 | 26 | 32 |
| Investments | 155 | 171 | 162 |
| Other Assets + | 3,350 | 3,795 | 3,617 |
| Total Assets | 4,784 | 5,182 | 5,135 |
Financials of Allcargo Global
Cash Flows
Operating, investing and financing cash movement
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Cash from Operating Activity + | -220 | -0 | 89 |
| Cash from Investing Activity + | 512 | -25 | 64 |
| Cash from Financing Activity + | 29 | 202 | -278 |
| Net Cash Flow | 321 | 177 | -125 |
| Free Cash Flow | -267 | -4 | 86 |
| CFO/OP | -104% | 29% | 2,048% |
Financials of Allcargo Global
Ratios
Working capital efficiency and return ratios
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Debtor Days | 151 | 62 | 57 |
| Inventory Days | |||
| Days Payable | |||
| Cash Conversion Cycle | 151 | 62 | 57 |
| Working Capital Days | -10 | -13 | -20 |
| ROCE % | 7% | -6% |
Continue your research
What Allcargo Global's management said in earlier quarters
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