Allcargo Logistics Q4FY26: EBITDA Up 41%, PBT Surges 205.4% Post-Restructuring
Allcargo Logistics reported a 41% year-on-year EBITDA growth and a 205.4% surge in PBT for Q4FY26 post-restructuring. Full-year FY26 saw revenue grow 5%, EBITDA increase 16.5%, and PBT rise 95.9%. The company expects a growth-oriented phase in FY27 for its Express and Consultative Logistics businesses.
The financial results show significant improvements in profitability metrics. The positive outlook for the next fiscal year suggests potential for future growth, which could impact investor sentiment and the company's market position.
The company reported strong year-on-year growth in EBITDA and PBT, along with stable revenue, indicating a positive financial performance post-restructuring. The outlook for FY27 is also optimistic, suggesting continued growth.
Allcargo Logistics Limited announced its consolidated financial results for the quarter ended March 31, 2026, following the successful completion of its restructuring plan and merger of its domestic supply chain business. The company reported a significant EBITDA growth of 41% year-on-year for Q4FY26, with Profit Before Tax (before exceptional items) rising by 205.4%, while revenue remained stable.
During the quarter, the company focused on driving operational efficiencies, strengthening pricing discipline, and enhancing service levels. Mr. Ketan Kulkarni, Managing Director and Chief Executive Officer, stated that FY26 was an important phase, bringing domestic logistics businesses together under an integrated framework. He highlighted the focus on building a leaner, more responsive operating model, backed by stronger process alignment, sharper cost management, and consistent service delivery. Technology plays a central role in this transformation, with strengthening digital capabilities across network planning, shipment visibility, warehouse operations, and customer interfaces.
The Express Distribution segment registered stable revenue growth year-on-year, driven by improved network utilization, customer additions, and enhanced service quality. Similarly, the Contract Logistics (CL) segment also saw stable revenue growth, supported by stable client relationships and gradual demand recovery.
For the full year FY26, revenue grew by 5%, EBITDA increased by 16.5%, and PBT rose by 95.9%, reflecting steady improvement in operational efficiency and profitability post-integration. Looking ahead to FY27, Allcargo Logistics expects both its Express and Consultative Logistics businesses to enter a more growth-oriented phase, focusing on network-led scale-up, service-led customer acquisition, regional penetration, warehousing productivity, retail logistics expansion, and strategic account growth.
Post the NCLT order, Allcargo Logistics Limited has demerged its International Supply Chain (ISC) business and merged its Domestic Supply Chain business, which includes express distribution and consultative logistics. The company aims to achieve 100% carbon neutrality by 2040.
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