Allcargo Logistics

Allcargo Logistics reported a largely flat Q4 FY26 consolidated revenue of INR 514Current reported value: 514. No comparable prior figure is available in the source record. Cr (0.2Current 0.2 crore vs previous available quarter -0.6 crore.% YoY), but EBITDA surged 41% YoY to INR 60Current 60 crore vs previous available quarter 61 crore. Cr, with margins improving to ~11.7Current 11.7 crore vs previous available quarter 11.8 crore.%. The express division revenue was INR 362 Cr (+5.5% YoY), while contract logistics grew 3% to INR 151 Cr. Management highlighted successful pricing actions (metro congestion charge, next-round-zero, AER charges) and cost rationalization as key margin drivers. They expect EBITDA and PBT to grow ahead of revenueCurrent reported value: EBITDA and PBT to grow ahead of revenue. No comparable prior figure is available in the source record. in coming quarters, with Q1 FY27 looking optimistic. However, express volumes remained flat, and the company deliberately shed non-profitable customers. A key risk is the impact of fuel price hikes, though management claims full pass-through mechanisms. The Allcargo Global listing is expected within a month after receiving SEBI approvals.