Quarterly Updates6 Feb 2026, 11:29 am
Allcargo Logistics Limited Reports Q3FY26 Results, Completes Integration of Domestic Supply Chain Businesses
AI Summary
Allcargo Logistics Limited, after the approval of its restructuring plan, has announced its consolidated financial results for the quarter ended December 31, 2025. The company has completed the integration of its express and contract logistics businesses, implemented Oracle Fusion Accounting Software, and is now operating as a unified domestic platform. Q3FY26 was a transition quarter focused on improving service quality, strengthening profitability, and enhancing platform readiness. The company's express business witnessed a strong volume recovery in December, leading to market share gains, while yield-enhancement initiatives drove a meaningful improvement in gross margins.
Key Highlights
- Q3FY26 marks the successful completion of the integration of Allcargo Logistics' express and contract logistics businesses.
- Express Distribution registered EBITDA growth of 19% year-on-year and 6% QoQ.
- Contract Logistics delivered revenue growth of 23% YTD and 5% year-on-year but demand growth remained muted during the quarter.
- Allcargo Logistics is well-positioned to drive steady revenue growth, with EBITDA and PBT expected to grow faster than the topline.
- The company is focusing on yield-led margin expansion, technology-led execution, and new growth levers, particularly in the Full Truck Load (FTL) and transport segments.