Allcargo Logistics Limited delivers Stable Q4FY26 Performance with continued improvement in Operational Profitability

MUMBAI: Allcargo Logistics Limited, following the successful completion of its restructuring plan and merger of its domestic supply chain business comprising Express Distribution and Contract Logistics, announced its consolidated financial results for the quarter ended March 31, 2026.

During the quarter, Allcargo Logistics Limited started operating as a consolidated domestic logistics company following the merger, enabling a more integrated approach across its express and contract logistics businesses. Q4FY26 remained focused on driving operational efficiencies, strengthening pricing discipline and enhancing service levels.

Mr. Ketan Kulkarni, Managing Director and Chief Executive Officer of Allcargo Logistics Limited said, “FY26 marked an important phase in Allcargo Logistics’ journey as we brought our domestic logistics businesses together under a more integrated and future-ready framework. Over the year, we focused on building a leaner and more responsive operating model, backed by stronger process alignment, sharper cost management, and consistent service delivery across our Express and Contract Logistics businesses.

Technology continues to play a central role in this transformation. We are strengthening digital capabilities across network planning, shipment visibility, warehouse operations, and customer interfaces to create a more connected and efficient logistics ecosystem. These capabilities are helping us improve execution, drive operational agility, and deliver greater value to customers.

Going ahead, our emphasis will remain on scaling the business sustainably through stronger customer partnerships and deeper market penetration.”

Financial Performance:

• The company recorded EBITDA growth of 41% year-on-year for Q4FY26, with Profit Before Tax (before Exceptional items) rising by 205.4%, revenue continues to remain stable
• Express Distribution: Registered stable Revenue growth year-on-year for Q4FY26, driven by improved network utilisation, customer additions and enhanced service quality
• Contract Logistics (CL): Registered stable Revenue growth year-on-year for Q4FY26, supported by stable client relationships and gradual demand recovery
• Full Year FY26 Performance: 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.
• Outlook: For FY27, the Company expects both its Express and Consultative Logistics businesses to enter a more growth-oriented phase. The key growth drivers are stabilised operating structure and stronger execution capabilities. Express logistics will focus on network-led scale-up, service-led customer acquisition, and regional penetration. While Contract Logistics will prioritise warehousing productivity, retail logistics expansion, and strategic account growth. With infrastructure, customer readiness, and operating systems in place, the Company aims to drive profitable growth through sharper execution and improved operating leverage across the domestic logistics value chain.

About Allcargo Logistics Limited (Post NCLT Order)

Allcargo Logistics Limited under the composite Scheme of Arrangement has demerged its International Supply Chain (ISC) business and merged its Domestic Supply Chain business.

Domestic supply chain business houses express distribution and consultative logistics. Allcargo Logistics combines legacy, innovation, and customer-centricity with a robust distribution network, deep expertise, and a digital-first approach to provide reliable logistics for MSMEs, retailers, and enterprises. With a nationwide network covering 99% of India’s districts and a growing presence across Asia, the company offers unparalleled reach and service capability. Its key business verticals include Express Distribution, Air Freight, E-commerce Logistics, First and Last Mile Delivery, and more. The company also offers specialized B2C services such as Laabh, Bike Express, and Student Express, designed to meet the evolving needs of diverse customer segments. Allcargo group stays true to its strong commitment to adhere to Environmental, Social, and Governance (ESG) standards and continues to direct efforts towards enhancing its people, technology as well as business processes and operations on a regular basis. The group has set out to achieve 100% carbon neutrality by 2040.