Allcargo Logistics Q1 FY27: Revenue Rises 11.2% to ₹546 Crore, PAT Turns Profitable at ₹14 Crore
Allcargo Logistics reported Q1 FY27 consolidated revenue of ₹546 crore, up 11.2% YoY. The company achieved a profit after tax of ₹14 crore, a significant turnaround from a loss in Q1 FY26. Express Logistics volumes grew 6.7% with a 6.4% yield improvement. Consultative Logistics revenue increased 6.1%. Management aims for 13% group EBITDA margin this fiscal.
The reported financial results show a substantial improvement in revenue and a positive shift from loss to profit, which is a material event for investors and stakeholders. The clear growth trajectory and improved profitability metrics are expected to have a significant impact on the company's valuation and investor sentiment.
The company reported strong year-on-year revenue growth, a significant turnaround in profitability with a positive PAT, and improved EBITDA. Both business segments showed positive performance metrics, indicating a healthy financial quarter.
Allcargo Logistics Limited announced its financial results for the first quarter ended June 30, 2026. The company reported a consolidated revenue from operations of ₹546 crore, marking an 11.2% year-on-year growth and a 6.2% sequential increase. This performance was driven by continued volume growth, improved pricing, and disciplined commercial execution across its business segments. The gross profit for the quarter stood at ₹163 crore, an 11.6% year-on-year increase, while EBITDA grew by 39.2% year-on-year to ₹71 crore. A significant turnaround was observed in profitability, with the company reporting a profit after tax (PAT) of ₹14 crore for Q1 FY27, compared to a loss in the same period last year.
The Express Logistics business demonstrated strong operational performance, with volumes increasing by 6.7% year-on-year to 312,000 tonnes and realization per tonne improving by 6.4%. This resulted in a 13.5% year-on-year growth in Express revenues. The Consultative Logistics business saw revenues increase by 6.1% year-on-year, despite warehouse space under management remaining stable at 7.5 million square feet, highlighting improved throughput and productivity from existing infrastructure.
Management highlighted a strategic focus on delivering promised service quality to drive volume and command the right yield. The company emphasized its commitment to a self-propelling loop of consistent, high-quality customer service, leading to higher market share and profitable revenue. The company expects its EBITDA margin to reach around 13% for the financial year and is targeting 7.5% for the Express business margin within three years, with a long-term goal of 10%. Consultative Logistics reported EBITDA margins of 29.56%.
The transcript of the earnings conference call held on August 6, 2026, was submitted to the stock exchanges. Key management personnel present included Mr. Ketan Kulkarni (Managing Director and CEO), Mr. Deepak Pareek (CFO), Mr. Punit Misra (President and Chief Business Officer), among others.
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