Q1 2026 Allcargo Logistics Ltd Earnings Call Transcript
Key Points
- Allcargo Logistics Ltd (BOM:532749) reported a 50% increase in revenue and a 30% rise in EBITDA for its domestic Contract Logistics business compared to the previous year.
- The company successfully reduced its gross debt by INR107 crores compared to the previous quarter, bringing it down to INR1,060 crores.
- The domestic Express business saw an 18% increase in EBITDA despite a 7% decline in revenue, indicating effective cost management.
- The company is seeing strong momentum in the domestic business, particularly in emerging sectors like e-commerce and quick commerce.
- Allcargo Logistics Ltd (BOM:532749) has maintained consistent yield in its international supply chain business, with gross profit protected despite currency fluctuations.
- The international supply chain business faced macroeconomic challenges, including geopolitical tensions and tariff concerns, leading to subdued trade volumes.
- The company reported a significant notional foreign exchange loss of INR83 crores for the quarter, impacting reported PAT.
- EBITDA for the international supply chain segment decreased to INR52 crores from INR87 crores in the same quarter last year.
- The company experienced a marginal 3% decline in consolidated revenue over the previous quarter.
- There were one-off payments and provisions for doubtful debts, impacting the financial performance negatively.
Ladies and gentlemen, good day, and welcome to the Allcargo Logistics Q1 FY26 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded.
The management is represented by Mr. Ravi Jakhar, Director, Strategy and Group CFO; Mr. Jan Kleine, Chief Operating Officer, ECU Worldwide; and Mr. Stephen Dunn, Finance Director, ECU Worldwide.
I now hand the conference over to Mr. Ravi Jakhar for opening remarks. Thank you, and over to you, sir.
Yes. Thank you, and good afternoon to everyone. Thank you for joining in on this call. And I'll take you through the financial and business highlights for the quarter along with my colleagues, Jan and Steve on the call. And happy to respond to your questions or information that you may seek.
To sum up, if you look back at the quarter gone by, we could split it into two co-segment, the international supply chain business and the domestic business. On the domestic business, there are no macroeconomic
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