Allcargo Logistics has released its investor presentation for Q3 & 9MFY26. Q3FY26 saw steady improvements driven by execution and cost controls. While post-festive demand saw a brief dip, on-ground activity improved from December 2025. The consultative logistics business maintained revenue growth on both quarterly and YTD bases. The company continues strengthening digital capabilities and investing in automation.
Financial Performance
Realization per ton for Q3FY26 stood at Rs. 11,610, up 2% YoY and 0.4% QoQ. The company reported Net Cash of Rs 88 Cr.
Express Logistics Business
For Surface Express, revenue increased by 1% YoY to Rs 345 Cr in Q3FY26. Volume was down 4% YoY. For Air Express, revenue increased by 4% YoY to Rs 19 Cr. Depreciation on ROU assets for Q3FY26 is Rs 12 Cr, and interest expense on lease obligations is Rs 5 Cr.
Consultative Logistics Business
Revenue increased by 5% YoY to Rs 153 Cr in Q3FY26. EBITDA (IND AS) increased by 16% YoY. Space Under Management increased by 6%. Depreciation on ROU assets is Rs. 31 Cr and interest expense on lease obligation is Rs. 8 Cr.
Strategic Focus
The merger of Express and Consultative Logistics aims to provide integrated, end-to-end fulfillment solutions, enhancing customer access and driving wallet share. The strategy includes cross-selling opportunities and maximizing wallet share through integrated contracts.
Vision/Strategy 2030
The company’s vision for 2030 includes improved FCF and structurally higher profitable growth, driven by continuous cost reduction and focus on yield management. Expected CAGR over FY25 for Revenue from Operations is 12%, for Gross Margin is 12%, and for EBITDA is 21%.
Source: BSE
