Q4 2025 Allcargo Logistics Ltd Earnings Call Transcript

May 26, 2025 / 11:00 AM GMT

Release Date Price: ₹30.48 (-4.09%)

Transcript

Key Points

Positve

Allcargo Logistics Ltd (BOM:532749) reported an 18% increase in consolidated revenue and a 16% increase in EBITDA for Q4 compared to the previous year.
The company achieved a 24% growth in consolidated revenues for the full financial year.
The express business segment recorded a significant 34% growth in EBITDA, driven by cost optimization and yield enhancements.
The international supply chain segment saw a 25% revenue growth, with a 4% improvement in EBITDA despite one-off expenses.
The company successfully reduced its gross debt by 66 crores and increased cash and cash equivalents by 76 crores, resulting in a net debt reduction of 142 crores over six months.

Negative

The company reported a marginal net income loss due to a 33 crore forex loss driven by asset and liability revaluation.
Profit after tax for the financial year was lower than the previous year, impacted by exceptional items and non-recurring expenses.
The international supply chain business only witnessed a 1% growth in LCL volumes, indicating a contraction in the industry.
The contact logistics business experienced a significant reduction in margins due to increased white spaces and a shift in business mix.
There are concerns about potential short-term volatility in freight rates due to geopolitical uncertainties and capacity realignment in trade lanes.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACLL.NS - Allcargo Logistics Ltd
Q4 2025 Allcargo Logistics Ltd Earnings Call
May 26, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the All-argo Logistic Q4 and F5 25 earning conference call.

As a reminder, all participant line will be in the listen-only mode, and there will be an opportunity for you to ask questions at the end of today's presentation.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

The management is represented by Mr. Ravi Jaker, director, strategy, and Group CFO.

Mr. Yan Klein latthews, Chief Operating Officer, ECU worldwide, and Mr. Stephen Dunn, Finance director, ECU worldwide.

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