ALLCARGO LOGISTICS | TURNAROUND STORY?
Business Update
- Restructuring has created a more focused domestic logistics business.
- New management is driving greater focus on operational efficiency and profitability.
- Q1FY27 EBITDA grew 39% YoY to ₹20 Cr.
- PBT before exceptional items jumped 258% YoY.
- Express and Contract Logistics delivered record quarterly revenue.
- Customer retention remains strong with 99%+ service quality adherence.
Growth Drivers
- Better pricing and yield improvement supporting margins.
- AI, digital capabilities and network optimisation improving efficiency.
- Management expects business activity to strengthen in Q2/Q3.
- Restructuring could allow greater focus on core domestic logistics operations.
Key Takeaway
- Allcargo is an interesting turnaround candidate after restructuring.
- Improving P&L, new management and operating leverage are key positives.
- The key monitorable is whether margin improvement and growth remain sustainable.
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1August 28, 2026 2.5K 14
