ALLCARGO / Q2-FY26 / claim-ledger

Audit the questions that mattered.

Allcargo Logistics · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ2-FY26 · 2025-11-12Back to quarter ↗

Questions audited

11

Answered directly

91%

Numeric claims

1

Consistency

consistent

Question ledger

What was answered, and how?

Ravi Mata · OneUp

direct

Timeline for demerger share distribution and listing of global company.

we expect to file the IM in the next week and a half and subsequent to that subject to the timeline for approval from the exchanges we expect it to be in January.

Ravi Mata · OneUp

direct

Timeline for Gati shareholders to receive swap shares.

Yes Ravi. So this week that will happen that entire trade of new shares will happen this week.

Sundar Sarangar Rajan · individual investor

direct

Clarification on revenue difference between consolidated and ECU global.

What you see as the reported number for Chicago logistics represents the domestic integrated supply chain business... The India part of business you're not faced in.

Raj Nigam · SR Investments

partial

Current market scenario and possibility of price hikes.

the macroeconomic indicators and the micro economic indicators are very positive... there is always an opportunity to increase the yield through a GPI... last year was the first we are not too happy with the response.

Watsar Paraksha · Nights Capital Management

direct

Repeat of amortization charge details and impact on PBT.

the consolidated financials have a charge of amortization of 12 cr in Q2 and for of 25 cr for the first half year... PBT which is reported 18 cr loss is effectively profit of 9 cr for the quarter once you add this 15 cr and 12 cr back.

Watsar Paraksha · Nights Capital Management

direct

Depreciation run rate and total share count post demerger.

yes 50 cr in that region... it will be 149 cr.

Watsar Paraksha · Nights Capital Management

direct

Pre-Ind AS margin for contract logistics business.

it's not 4% it's 8%. And if you see post Ind AS the EBITDA margin is on upwards of 29% or so.

Ranjay Popi · Banyan Capital

partial

Guidance on margins going forward.

the guidance which we gave earlier in our analyst meet in September we stand by that guidance... CAGR of 20% up to FY28 and gross margin on H1 level we are at 29%.

Ranjay Popi · Banyan Capital

direct

Explanation of operating leverage levers.

the operating leverage that you've been referring to primarily refers to the SG&A cost base remaining largely consistent and therefore the expansion in revenue and growth creating a multiplier impact on the EBITDA.

Raj Nigam · SR Investments

direct

Tech developments in the company.

we are working on various tech acceleration measures across the strategic pivots... moving to cloud native, mobile first, new booking app, control tower, WMS revamp, Oracle ERP.

Raj Nigam · SR Investments

direct

New client additions post-merger and cross-selling synergies.

our micro focused growth accelerators that we have identified force synergy between the two divisions... quick commerce, auto and engineering, life sciences and healthcare.

Raj Nigam · SR Investments

direct

Customer concentration: top 10 customers contribution.

it would be much higher in consultative logistics about 50% plus whereas in the express it would be in the 20% range.