Allcargo Logistics Limited

rs,

November 15, 2025 To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai – 400 001 BSE Scrip Code: 532749 Dear Sir/Madam, Sub: Investor Pres

99%

e Logistics Special Services Customised end-to-end logistics Solutions Multi-modal delivery to 99% of Government of India approved pin codes Over 9,000 trucks in the fleet State-of-the-art 24/7

100%

Lite Cost-effective surface deliveries for packages up to 5 kgs 6 Strong Geographic Governance 100% 700+ Serviceable Pin-Codes Facilities 90+ Hubs 80+ Logistics Parks 8 ~2,800 12M+ sq.ft

INR 8.0

ion of addressable customer spend • Addressable spend (top 250 express customers) B2B Express INR 8.0-9.5 Bn 4x to 6x expansion Supply Chain INR 45.0-50.0 Bn • Cross-selling in select segments of

4x

e customer spend • Addressable spend (top 250 express customers) B2B Express INR 8.0-9.5 Bn 4x to 6x expansion Supply Chain INR 45.0-50.0 Bn • Cross-selling in select segments offers access

6x

omer spend • Addressable spend (top 250 express customers) B2B Express INR 8.0-9.5 Bn 4x to 6x expansion Supply Chain INR 45.0-50.0 Bn • Cross-selling in select segments offers access to hig

INR 45.0

nd (top 250 express customers) B2B Express INR 8.0-9.5 Bn 4x to 6x expansion Supply Chain INR 45.0-50.0 Bn • Cross-selling in select segments offers access to high customer spend; strong synergy se

30%

contracts enable wallet share expansion for B2B express • B2B express wallet share currently at 20–30%; contract logistics can drive higher share through enhanced service offerings • Independent and

Rs. 11,564

2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 Realization per ton Rs. 11,564 Similar to last year and last quarter EBITDA (Exc. Other Income) (Rs Cr) Express Volume (‘000 Tons

Rs 22

ncome) (Rs Cr) Express Volume (‘000 Tons) 113 96 608 619 49 51 62 308 293 326 Net Cash Rs 22 Cr Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 12 Express Bus

Rs 12

H1FY25 H1FY26 Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 For Q2FY26 - Depreciation on ROU assets is Rs 12 Cr & Interest expense on lease obligation is Rs 4 Cr 13 Consultative Logistics Business Highlights

Rs 4

FY26 For Q2FY26 - Depreciation on ROU assets is Rs 12 Cr & Interest expense on lease obligation is Rs 4 Cr 13 Consultative Logistics Business Highlights – Q2FY26 Space Under Management (Mn Sq.ft) Reve

“mkt Growth in E-commerce Sector Sector to grow at 18% CAGR from 2023-28 E-commerce/Quick Commerce Expand nationally & enhance offering to our current & new entrants.”

“Some of government projects were established under his guidance.”

Note

1

Methodology

1

Note

Pursuant to the above Composite Scheme of Arrangement, which becomes effective from November 1, 2025, Costs appearing as Amortization of Intangibles and Exceptional Items, will no longer appear in the financial statements. The bridge of such Exceptional items and the Profit / ( Loss) from operating activities is given in the table. 11 Allcargo Logistics Consolidated Financial Highlights – Q2 & H1FY26 Revenue from Operations (Rs Cr) Gross Profit (Exc. Other Income) (Rs Cr) 930 1,028 292 300 483 491 537 149 146 154 Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 Realization per ton Rs. 11,564 Similar to last year and last quarter EBITDA (Exc. Other Income) (Rs Cr) Express Volume (‘000 Tons) 113 96 608 619 49 51 62 308 293 326 Net Cash Rs 22 Cr Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 Q2FY25 Q1FY26 Q2FY26 H1FY25 H1FY26 12 Express Business Highlights – Q2FY26 Surface Express Revenue (Rs Cr) 663 683 Air Express Revenue (Rs Cr) 339 324 359 16 16 18 Profitability Gross Profit

Methodology

• Conduct a pilot project for 3 months to understand: • Feasibility of EVs & CNGs on respective routes • Impact on operations post deployment • Profitability of EV/ CNG option from GAs perspective Key Parameters: CPKG, Capacity utilization, Spillage load Solar Energy Projects Gender Diversity Sustainable Supply Chain Hub Solarization • Solar panels installed at more than 10 facilities • Generates 3,79,848 kWh annually, reducing CO2 by 2.77 lakh MTs • Expansion plans to achieve 1.1 MW capacity • 11 OUs managed by women • Supports 'Seva Bharathi' and Kishori Vikas Project for girls' development • 100% critical supplier ESG screening by 2040 • Increasing local procurement and conducting ESG assessments Objective: To solarize Gati warehouses to attain environmental & financial benefits Target: To solarize additional facilities in co-ordination with Allcargo Supply Chain. To track the installation of solar plant as per the project plan & assist U-Solar team 28 Thank You Allcargo Logistics L