Incorporated in 1993, Allcargo Logistics provides integrated logistics solutions and offers specialized logistics services across multimodal transport operations, inland container depot, container freight station operations, contract logistics operations, and project and engineering solutions. Allcargo Logistics Limited is an India-based integrated logistics solutions company. The Company's segments include International Supply Chain, Express Distribution, Contract Logistics, and Others and unallocable.
It is headquartered in Mumbai and operates across multiple countries. Allcargo Logistics Ltd offers a variety of services, including air and sea freight forwarding, multimodal transportation, contract logistics, and supply chain solutions. It also provides warehousing, distribution, and project cargo services. The company operates across various lines of business, including cargo consolidation, project logistics, and container freight station.
#### International Supply Chain Business
The International Supply Chain segment involves non-vessel common carrier operations related to less than container load consolidation and full container load forwarding activities. The company's revenue from International Supply Chain was at Rs 3,442.93 crore (up 17.95% YoY) in Q4 FY25.
#### Express Distribution Business
The Express Distribution segment provides express distribution and supply chain solutions. Revenue from Express Distribution stood at Rs 385.35 crore (up 8.53% YoY) in Q4 FY25. The company's popular brands include Allcargo Global Logistics, ECU Worldwide, and Gati.
#### Contract Logistics Business
The Contract Logistics segment provides end-to-end contract logistics and 3PL solutions for automotive, chemical, pharmaceutical, food, or e-commerce. The segment offers complementary services, which includes express distribution, NVOCC, CFS operations, domestic and international air freight, and more.
In December 2023, the Allcargo Logistics Board and Allcargo Gati board approved the restructuring of businesses under Allcargo Limited and Allcargo Gati Limited (Formerly Gati Limited). As per the scheme, the ISC business will be demerged into a separate entity: Allcargo ECU Limited. This would include the India part of ISC along with the international subsidiaries held under ECU Worldwide NV. The Express business and Contract Logistics business would come under the resulting entity Allcargo Logistics.
Shareholders of Allcargo will receive 1:1 shares in the demerged Allcargo ECU Limited and continue to hold their shares in Allcargo Logistics Limited. This takes into account the 3:1 bonus shares approved by shareholders for Allcargo Logistics recently. The Allcargo Group will now have four listed entities: Allcargo ECU, Allcargo Logistics (which will include the express business after it acquired Gati), apart from Allcargo Terminals and Transindia Real Estate, in each of which its promoters own 70%.
- Market Cap: ₹3,346 Crore (down -47.3% in 1 year) as of recent data.
- 52-Week High: ₹74.49
- 52-Week Low: ₹26.39
For the financial year ended March 2025:
- Sales: Rose 23.54% to ₹16021.53 crore (vs. ₹12968.68 crore in FY2024).
- Net Profit: Declined 76.22% to ₹35.60 crore (vs. ₹149.70 crore in FY2024).
- Consolidated Revenue: ₹16,022 Cr
- Consolidated Profit: ₹49.2 Cr
Quarterly Performance (Q4 FY25):
- Total Income: Jumped 18.40% YoY to ₹3,983.35 crore.
- Net Loss: Reported at ₹12.59 crore (vs. net loss of ₹5.64 crore in Q4 FY24).
- Sales: Rose 18.07% to ₹3952.44 crore (vs. ₹3347.56 crore in Q4 FY24).
- Dividend Yield: 3.23%
- Dividend Payout: Company has been maintaining a healthy dividend payout of 219%.
- Interest Coverage Ratio: Low.
- Return on Equity (Last 3 Years): 9.54% (Low).
- Promoter Holding: 63.3%
- Promoter Holding Trend: Has decreased by -6.64% over the last 3 years.
- Deepal Shah has resigned as CFO, effective May 16, 2025.
- Ravi Jhakar (Chief Strategy Officer) has been appointed as the new CFO and will be re-designated as Director Strategy & Group CFO.
- Nilesh Vikamsey (Independent Director) completed his term on June 29, 2025.
- May 2023: Acquired the remaining 30% stake in Gati-KWE for INR 4,065 million, making it a wholly-owned subsidiary.
- March 2023: Purchased the remaining 38.87% stake in ASCPL from CCI Logistics for an enterprise value of INR 1,450 million, consolidating its position in contract logistics.
- Q3 2024: LCL volumes showed a 2% growth YoY, while FCL volumes rose by 11%.
- Quarter Ending December 2024: Air freight volumes stood at 8,410 tonnes, a 5% increase YoY.
- BUY Rating: 66.67% of analysts recommend a 'BUY' rating.
- Average Target Price: ₹55.67, indicating positive sentiment among market analysts despite recent challenges.
The company continues to navigate through its strategic restructuring while maintaining its position as a leading integrated logistics solutions provider in India's growing logistics sector.
