Shares of Allcargo Logistics Ltd tumbled 5.8% to ₹33.63 on Tuesday after the company posted a consolidated net loss of ₹99.9 crore for the quarter ended June 30, 2025, compared with a profit of ₹5.4 crore in the same period last year.
The sharp reversal into loss was largely attributed to a notional foreign exchange loss of ₹82.78 crore. Revenue from operations rose marginally by 1.44% year-on-year to ₹3,816 crore from ₹3,762 crore.
Operational Performance
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EBITDA for the quarter stood at ₹103 crore, down 19% sequentially.
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Less-than-container load (LCL) volumes grew 3% from the previous quarter to 2.14 million cubic metres but declined 5% YoY.
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Full-container load (FCL) volumes increased 6% sequentially and 8% YoY.
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Air cargo volumes fell 14% from Q4 FY25, though they rose 5% on a YoY basis.
Segment Highlights
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Contract Logistics: Revenue surged 49% YoY with EBITDA up 29%.
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Express Business: Revenue stood at ₹357 crore, down 7% sequentially, but EBITDA improved 18% quarter-on-quarter to ₹14 crore.
Management Outlook
The company noted that international trade remained subdued during the quarter due to ongoing geopolitical uncertainties. However, management expects a recovery starting July 2025, driven by seasonal demand from the upcoming festive period.
About Allcargo Logistics
Headquartered in Mumbai, Allcargo Logistics is a leading integrated logistics provider engaged in multi-modal transport operations, container freight stations, inland container depots, project logistics, contract logistics, and supply chain management. Through its global subsidiary ECU Worldwide, the company offers LCL and FCL services across multiple trade lanes.
Stock Market Reaction: The NSE-listed stock fell to a day low of ₹33.35, marking one of the steepest declines among mid-cap logistics peers. The year’s trading range stands between ₹26.39 and ₹74.49, with a current market capitalization of ₹33.06 billion.
