ALLCARGONSEQ4 & FY26May 14, 2026

Allcargo Logistics Limited

3,480words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
May 14, 2026 BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai – 400001 BSE Scrip Code: 532749 Dear Sir/Madam, Sub: Investor Prese
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 5 Strong Geographic Governance 100% 700+ Serviceable Pin-Codes Facilities 90+ Hubs 80+ Logistics Parks Allcargo Extended Reac
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
0.2%
ighlights – Q4 & FY26 Revenue from Operations (Rs Cr) Gross Profit (Exc. Other Income) (Rs Cr)  0.2% -0.4% 5% 1,961 2,058  2%  3%  1% 597 607 513 516 514 149 153 154 Q4FY25
0.4%
s – Q4 & FY26 Revenue from Operations (Rs Cr) Gross Profit (Exc. Other Income) (Rs Cr)  0.2% -0.4% 5% 1,961 2,058  2%  3%  1% 597 607 513 516 514 149 153 154 Q4FY25 Q3FY26
5%
& FY26 Revenue from Operations (Rs Cr) Gross Profit (Exc. Other Income) (Rs Cr)  0.2% -0.4% 5% 1,961 2,058  2%  3%  1% 597 607 513 516 514 149 153 154 Q4FY25 Q3FY26 Q4FY2
2%
Operations (Rs Cr) Gross Profit (Exc. Other Income) (Rs Cr)  0.2% -0.4% 5% 1,961 2,058  2%  3%  1% 597 607 513 516 514 149 153 154 Q4FY25 Q3FY26 Q4FY26 FY25 FY26 Q4FY2
Guidance — 1 items
Methodology
opening
To track the installation of solar plant as per the project plan & assist U-Solar team 26 Allcargo Logistics Limited Stellar IR Advisors Pvt Ltd Mr.
Speaking time
Methodology
1
Opening remarks
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 26 Allcargo Logistics Limited Ste
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