Allcargo Logistics Limited has released an Investor Presentation detailing its financial performance for the quarter ended December 31, 2025. The company held an Earnings Conference Call on Friday, February 6, 2026, at 3:30 p.m. IST, to discuss these results. The presentation highlights steady performance driven by agile execution, cost control, and a focused growth strategy. The company noted improvements in yields and cost reductions at both operating and SG&A levels. While there was a slight dip in post-festive demand, on-ground activity showed steady improvement from December 2025. The consultative logistics business continued its revenue growth trajectory on both quarterly and year-to-date bases. Allcargo Logistics is strengthening its digital capabilities through cloud platforms, data analytics, and an integrated control tower, alongside investments in automation and cybersecurity to enhance efficiency and service quality. The company's strategic vision for 2030 includes accelerated focus on yield management, becoming leaner through an asset-light and flexible network, continuous cost reduction, and leveraging technology for growth. Financial projections indicate a CAGR of 10-12% for Revenue from Operations, 10-12% for Gross Margin, and 20-21% for EBITDA over FY25-FY30, with an aim to improve ROCE by over 1000 basis points.
