Mumbai, February 6, 2026: Allcargo Logistics Limited (BSE: 532749 | NSE: ALLCARGO) on Thursday reported its financial performance for the third quarter ended December 31, 2025, highlighting a sharp improvement in profitability and the completion of its domestic supply chain integration.
The company said Q3FY26 served as a transition quarter, with focus on service quality, margin improvement, and platform readiness, following the integration of its express distribution and contract logistics businesses into a unified domestic supply chain platform.
Integration Milestone and Operational Update
During the quarter, Allcargo completed the integration of its express and consultative logistics businesses and implemented Oracle Fusion Accounting Software. This enabled unified operations across customers, warehouses, transport assets, and technology platforms.Management stated that the integration has strengthened operating leverage across the domestic business and laid the foundation for margin-led growth in the coming quarters.
Key Financial Performance Highlights
On a cumulative basis, the domestic supply chain business remained profitable despite muted demand in select segments.| Particulars | Performance |
|---|---|
| Revenue Growth (YTD) | Up 7 Percent |
| EBITDA Growth (YTD) | Up 9 Percent |
| PBT Growth (Before Exceptional Items, YTD) | Up 50 Percent |
| Gross Margin | Improved to around 30 Percent |
Segment-Wise Performance
Express Distribution
The Express Division delivered strong profitability momentum, supported by volume recovery and pricing discipline.| Metric | Performance |
|---|---|
| EBITDA Growth (YoY) | Up 19 Percent |
| EBITDA Growth (QoQ) | Up 6 Percent |
| Key Driver | Improved service quality, customer stickiness, new client additions |
Contract Logistics
The Contract Logistics segment continued to post steady growth despite cautious expansion by some clients.| Metric | Performance |
|---|---|
| Revenue Growth (YTD) | Up 23 Percent |
| Revenue Growth (YoY) | Up 5 Percent |
| EBITDA Growth (YTD) | Up 16 Percent |
| EBITDA Growth (YoY) | Up 2 Percent |
Management Commentary
Ketan Kulkarni, Managing Director and Chief Executive Officer of Allcargo Logistics Limited, said the quarter marked a structural shift for the domestic business.He noted that the express business saw strong volume recovery in December, translating into market share gains, while yield-enhancement initiatives drove meaningful improvement in gross margins. He added that with integration now complete, the company expects EBITDA and profit before tax to grow faster than revenue in the coming quarters.
About the Company
Allcargo Logistics Limited is a listed logistics services provider with a nationwide distribution network covering 99 percent of India’s districts. Following its restructuring, the company operates a domestic supply chain business spanning express distribution and consultative logistics, with offerings across express, air freight, e-commerce logistics, and first and last-mile delivery. The company is listed on both BSE and NSE and has committed to achieving 100 percent carbon neutrality by 2040.Source:
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