Allcargo Logistics · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
11
Answered directly
64%
Numeric claims
4
Consistency
contradicted
Question ledger
Avidat Javkar · Equipoise Capital Management
directWe have received the necessary approvals from both exchanges and SEBI as well day before yesterday and all we need to do now is file the revised information memorandum with authorities with the audited annual financials and we can expect the listing to happen in about a month's time from now on.
Vikram Suryawanchi · Philip Capital India
partialMarket expansion will be a key lever to improving the market share. We are very focused on both revenue market share and volume market share. All new customer onboarding and organic growth will be very positive on margins and bottom line.
Vikram Suryawanchi · Philip Capital India
partialA lot of work has happened in the last 6 months. We introduced metro congestion charge, next round zero, AER charges. All these have had a positive impact on the EEL and the RPKG over the last 6 months and it has improved to a level that we are very comfortable now.
Vikram Suryawanchi · Philip Capital India
directConsultative logistics has seen 17% revenue growth. We have moved to an asset-light operating lease strategy from April 25. We have a plan to add half a million square ft additional warehouse space largely on an asset-light approach.
Vikram Suryawanchi · Philip Capital India
evasiveWe are well below the industry norms. We track that metrics very closely and we are comfortable on that count.
Avidat Javkar · Equipoise Capital Management
directIn the next couple of weeks once the IM is filed information on the financials will be available to all.
Avidat Javkar · Equipoise Capital Management
directThis element of cost is already built in in our contracts with the customer. We have a very transparent diesel price hike pass through mechanism which is already up on our website. So we are very well covered.
Anil Raju · Individual Investor
partialIf you see the improvement at PAT level pre-exceptional items you can see a 96% improvement which has already happened in this year. The buildup of growth is already in place and the going next quarter that will be visible.
Anil Raju · Individual Investor
directOnly metrics for investors to track is the EBITDA improvement. Our EBITDA has shown an improvement from 10% to 11% we have achieved in this year and progressively we are committed towards that value creation.
Anil Raju · Individual Investor
evasiveDividend is a function decision of board and shareholders and at a right point of time we would recommend that to the shareholders.
Paragul · Kingstone Capital Management
deflectedWe have given disclosures on slide number 22 that would give you some help. We can ask Sanjay to touch base with you.
Chennmai Parab · Individual Investor
partialGross profit increased by 2% from last year. Employee expense and other expenses have seen significant rationalization. It's a combination of both on the cost side. The trend continues to be favorable.
