ALLCARGO / language trends

Read confidence between the lines.

Allcargo Logistics · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q2-FY26 · Ketan Kulkarni

Our express business has delivered the highest ever quarter in the company's history both in terms of revenue and volume and is also the only express company in the top five to grow market share in Q2 over Q1.

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Q2-FY26 · Ravi Jhakar

The revenue has expanded but the SG&A costs have actually shrunk instead of growing and that is the operating leverage we've been referring to.

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Q2-FY26 · Ketan Kulkarni

We are moving to a very cloud native ambience in terms of deploying the tech. We are very very focused on being mobile first.

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Q3-FY26 · Ketan Kulkarni

Our actions have led to visible improvements resulting in better yields and reduce costs.

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Q3-FY26 · Ketan Kulkarni

We are very cognizant that the business operates on two important pillars. one is the yield pillar and the second is the volume pillar.

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Q3-FY26 · Deepak Parikh

The management team of all cargo gati have now been given the responsibility... So nothing changes on a broader horizon.

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Q4-FY26 · Ketan Kulkarni

With integration now largely behind us, we expect our EBITDA and PBT to grow ahead of revenue in the coming quarters.

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Q4-FY26 · Ketan Kulkarni

We are very optimistic about Q1 FY27 numbers and growth is the only elixir of the business going ahead and to qualify it profitable growth.

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Q4-FY26 · Ketan Kulkarni

We have a very transparent diesel price hike pass through mechanism which is already up on our website.

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