Allcargo Logs Strong Q2 After Restructuring And Leadership Changes

18 Nov 2025 CW Team

The Hon’ble National Company Law Tribunal (NCLT), Mumbai Bench, approved the company’s Composite Scheme of Arrangement on 10 October 2025. The scheme involves the demerger of Allcargo’s International Supply Chain business and the merger of its domestic supply-chain operations. Effective 1 November 2025, the restructuring brings together the domestic express-distribution businesses (earlier under Allcargo Gati and GESCPL) and the contract-logistics business (earlier under ASCPL) under the resulting Allcargo Logistics Limited.

Following the restructuring, the Board named Mr Ketan Kulkarni as Managing Director and Chief Executive Officer, and Mr Deepak Pareek as Chief Financial Officer.

Mr Kulkarni said the company’s performance reflects growth in both express logistics and contract logistics. He highlighted that revenue expansion has been supported by improved service quality, new customer additions, and continued investments in technology and digitalisation—improving efficiency and service reliability. He added that unifying express distribution and contract logistics under one platform positions the company for scale, operational synergy, and innovation, building a strong foundation for growth in the coming quarters.

Financial Performance

Consolidated revenue rose 9 per cent quarter-on-quarter, taking H1 FY26 revenue above Rs 10 billion. EBITDA grew 23 per cent, while Profit Before Tax increased 88 per cent sequentially.

Express Distribution: Revenue grew 6 per cent year-on-year, supported by stronger service levels, customer retention, and new client additions. EBITDA increased 32 per cent year-on-year due to a sharper focus on profitable lanes and network optimisation.

Contract Logistics: Delivered 25 per cent revenue growth and 22 per cent EBITDA growth year-on-year, driven by new contracts in e-commerce and chemicals and deeper engagement with large existing clients.

Outlook

The company expects the strong Q2 express-distribution performance to carry into Q3 and Q4, while the contract-logistics segment is set to pick up further momentum as ongoing contracts scale and new mandates are executed. Allcargo Logistics continues to strengthen its unified domestic platform, building a technology-enabled, customer-centric logistics enterprise positioned for sustained growth

Allcargo Logistics Limited has announced its consolidated financial results for the quarter ended 30 September 2025, following the approval and implementation of its major organisational restructuring plan, which consolidates its domestic supply-chain businesses. The Hon’ble National Company Law Tribunal (NCLT), Mumbai Bench, approved the company’s Composite Scheme of Arrangement on 10 October 2025. The scheme involves the demerger of Allcargo’s International Supply Chain business and the merger of its domestic supply-chain operations. Effective 1 November 2025, the restructuring brings together the domestic express-distribution businesses (earlier under Allcargo Gati and GESCPL) and the contract-logistics business (earlier under ASCPL) under the resulting Allcargo Logistics Limited. Following the restructuring, the Board named Mr Ketan Kulkarni as Managing Director and Chief Executive Officer, and Mr Deepak Pareek as Chief Financial Officer. Mr Kulkarni said the company’s performance reflects growth in both express logistics and contract logistics. He highlighted that revenue expansion has been supported by improved service quality, new customer additions, and continued investments in technology and digitalisation—improving efficiency and service reliability. He added that unifying express distribution and contract logistics under one platform positions the company for scale, operational synergy, and innovation, building a strong foundation for growth in the coming quarters. Financial Performance Consolidated revenue rose 9 per cent quarter-on-quarter, taking H1 FY26 revenue above Rs 10 billion. EBITDA grew 23 per cent, while Profit Before Tax increased 88 per cent sequentially. Express Distribution: Revenue grew 6 per cent year-on-year, supported by stronger service levels, customer retention, and new client additions. EBITDA increased 32 per cent year-on-year due to a sharper focus on profitable lanes and network optimisation. Contract Logistics: Delivered 25 per cent revenue growth and 22 per cent EBITDA growth year-on-year, driven by new contracts in e-commerce and chemicals and deeper engagement with large existing clients. Outlook The company expects the strong Q2 express-distribution performance to carry into Q3 and Q4, while the contract-logistics segment is set to pick up further momentum as ongoing contracts scale and new mandates are executed. Allcargo Logistics continues to strengthen its unified domestic platform, building a technology-enabled, customer-centric logistics enterprise positioned for sustained growth

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