Allcargo Logistics Management Guidance Tracker

Management reiterated guidance of 20% CAGR in EBITDA from current levels up to FY28.

Gross margin expected to grow at 10% CAGR year-on-year.

Express profitability expected to sustain improvement through yield management and cost control.

Management expects EBITDA and PBT growth to outpace revenue growth as integration benefits and pricing actions flow through.

Revenue growth guidance of 10-11% CAGR, consistent with current performance.

Management expressed confidence that Q4 will be better than Q3 due to seasonality and operational improvements.

Targeting 20% compound annual growth rate in revenue from FY25 base, driven by 50:50 volume-yield mix.

Annual technology outlay of ₹12 crore for AI, control tower, and service quality enhancements.

Plans to add half a million square feet of warehouse space, largely on an asset-light approach.

Listing of Allcargo Global is expected in about a month after filing revised information memorandum with audited financials.