Allcargo Logistics Ltd (ALLCARGO) Q4FY25 Concall Summary - Mar-2025 Qtr
Performance Overview
- Allcargo Logistics reported consolidated revenue and EBITDA growth of 18% and 16% respectively, reaching INR3,952 crores and INR115 crores in Q4 FY25.
- Net income improved by INR9 crores but reported a marginal loss due to a forex loss of INR33 crores from revaluation of assets and liabilities.
- For FY25, consolidated revenue grew by 24% and EBITDA by 12%, with a lower profit after tax of INR49 crores compared to the previous year due to exceptional items.
- International Supply Chain business saw 1% growth in LCL volumes, outperforming the contracting market, and 7% growth in FCL volumes, exceeding the 5-6% global growth.
- Domestic Supply Chain segment's Express business achieved 2% revenue growth and 34% EBITDA growth in FY25 through cost optimization and yield enhancements.
Financial Metrics
Log in to Stocksigma to read the Financial Metrics section of this summary.
Operating Performance / Business Segments
Log in to Stocksigma to read the Operating Performance / Business Segments section of this summary.
Key Discussions & Insights
Log in to Stocksigma to read the Key Discussions & Insights section of this summary.
Outlook and Guidance
Log in to Stocksigma to read the Outlook and Guidance section of this summary.
Challenges / Concerns
Log in to Stocksigma to read the Challenges / Concerns section of this summary.
Industry / Competitive Landscape
Log in to Stocksigma to read the Industry / Competitive Landscape section of this summary.
Overall Summary
Log in to Stocksigma to read the Overall Summary section of this summary.