Allcargo Logistics' Q2 FY 2025-26 Quarterly Results

Result Summary

• Allcargo Logistics Ltd reported a 85.6% quarter-on-quarter (QoQ) decrease in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a decline of 87.3%.
• Its expenses for the quarter were down by 86.0% QoQ and 87.2% YoY.
• The net profit decreased 98.0% QoQ and decreased 105.3% YoY.
• The earnings per share (EPS) of Allcargo Logistics Ltd declined at 0.03 during Q2 FY 2025-26.

Financial Statments for Q2 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

## Company Overview
Allcargo Logistics Ltd is a prominent player in the logistics industry, primarily involved in providing integrated logistics solutions. The company offers services including multimodal transport operations, container freight station operations, project and engineering solutions, and supply chain management. Allcargo Logistics is part of the larger Avvashya Group and has a global presence with operations spanning various countries. The company focuses on delivering efficient logistics solutions to meet the needs of diverse sectors, including manufacturing, retail, and automotive. Recent developments in the industry, such as advancements in digital logistics and supply chain optimization, are likely to influence the company's strategic initiatives. Specific recent major developments for Allcargo Logistics are not available in the provided data.

## Revenue
In the second quarter of FY26, Allcargo Logistics Ltd reported a total income of ₹550.00 crores, which reflects a significant decline of 85.6% quarter-over-quarter (QoQ) from ₹3825.37 crores in Q1FY26, and an 87.3% year-over-year (YoY) decrease compared to ₹4318.08 crores in Q2FY25. The steep decline in total income highlights a challenging quarter for the company in terms of revenue generation. Despite the decline, the reported figures suggest that the company had a significantly higher income in the previous periods, indicating a potential impact from external factors or changes in business operations.

## Profitability
The profitability metrics of Allcargo Logistics Ltd for Q2FY26 show a challenging financial period. The company reported a loss before tax of ₹18.00 crores, marking an 83.6% improvement from the previous quarter's loss of ₹109.47 crores, yet a significant downturn from a profit of ₹7.37 crores in Q2FY25, reflecting a YoY decline of 344.2%. The tax accounted for was a credit of ₹15.00 crores in Q2FY26, compared to a credit of ₹10.59 crores in Q1FY26 and a credit of ₹23.09 crores in Q2FY25. The net result was a loss after tax of ₹2.00 crores for Q2FY26, which shows a marked improvement from the previous quarter's loss of ₹98.96 crores, but a stark contrast to a profit of ₹37.74 crores in the same quarter of the prior year, indicating a YoY decline of 105.3%. Earnings per Share (EPS) followed a similar trend, with a loss of ₹0.03 in Q2FY26, marking a 97.1% improvement QoQ from a loss of ₹1.02, but a decline of 108.8% YoY from a profit of ₹0.34 in Q2FY25.

## Operating Metrics
The operational performance of Allcargo Logistics Ltd in Q2FY26 is reflected in its total expenses, which amounted to ₹553.00 crores. This represents an 86.0% reduction from ₹3940.53 crores in Q1FY26 and an 87.2% decrease from ₹4310.71 crores in Q2FY25. The reduction in expenses is aligned with the decline in total income, suggesting adjustments in operational activities or cost management strategies. The significant changes in both income and expenses highlight a period of transformation or adaptation for the company in response to existing market conditions or strategic shifts. The reported figures provide a snapshot of the company's financial discipline in managing its cost structure amidst fluctuating income levels.