Q2 2026 Allcargo Logistics Ltd Earnings Call Transcript

Nov 17, 2025 / 10:00 AM GMT

Release Date Price: ₹13.74 (+4.97%)

Transcript

Key Points

Positve

Allcargo Logistics Ltd (BOM:532749) reported a 10% increase in revenue, indicating strong business performance.
The company's express business achieved its highest-ever quarterly revenue and volume, showcasing significant growth.
The consultative logistics business also delivered its highest-ever quarterly and monthly revenue.
India's macroeconomic environment remains stable, with GDP growth forecasted at 6.6%, providing a favorable backdrop for logistics growth.
The company is focused on digital transformation and green logistics, which are integral to its growth strategy.

Negative

The demerger and restructuring process has created complexities in financial reporting, making year-on-year comparisons challenging.
Amortization of acquired intangibles and one-time exceptional expenses impacted profitability in the current quarter.
There is uncertainty regarding the timeline for the listing and trading of All Cargo Global shares post-demerger.
The company faces challenges in achieving satisfactory general price increases (GPI) due to market conditions.
Customer concentration remains high in the consultative logistics space, with the top 10 customers contributing over 50% of revenue.

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

ACLL.NS - Allcargo Logistics Ltd
Q2 2026 Allcargo Logistics Ltd Earnings Call
Nov 17, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the All Cargo Logistics Limited Q2 and H1FY26 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

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

Please note that this conference is being recorded.

I now hand the conference over to Mr. Suash Tamant from Stella IR Advisors.

Thank you and over to you, sir.

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Unidentified_2 [2]
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