🚛 Allcargo Logistics FY25 Results Are In: ₹3,952 Cr Revenue, ₹115 Cr EBITDA, and a Demerger That Could Change Everything
Allcargo Logistics reported ₹3,952 crore in consolidated revenue in Q4FY25, up 18% YoY, with EBITDA up 17% at ₹115 crore. But beyond numbers, it’s the massive corporate restructuring that’s turning heads — the company is demerging its international supply chain (ISC) biz and merging Express + Contract Logistics into one unified juggernaut. Welcome to the next evolution of Indian logistics.
🏢 About the Company
Name: Allcargo Logistics Limited
HQ: Mumbai, Maharashtra
Listed on: BSE (532749), NSE (ALLCARGO)
Global footprint: 300+ offices, serving 180 countries
Core businesses:
LCL consolidation via ECU Worldwide
Express logistics via Allcargo Gati
Contract logistics via Allcargo Supply Chain
Recent spinoffs: Allcargo Terminals, TransIndia Real Estate
🧑💼 Key Managerial Personnel (KMP)
Name
Designation
Shashi Kiran Shetty
Chairman & Founder
Swati Singh
Company Secretary & Compliance Officer
Suresh Kumar
CFO (assumed based on past filings)
💰 Q4 & FY25 Financials (Consolidated)
Metric
Q4FY25
YoY Change
Revenue
₹3,952 Cr
🔼 +18%
EBITDA
₹115 Cr
🔼 +17%
LCL Volume (Full Year)
8.90M CBM
🔼 +1%
FCL Volume (Full Year)
648K TEUs
🔼 +7%
Air Volume (Full Year)
33.63M Kg
🔼 +30%
Air Volume (Q4)
—
🔼 +51%
Express Business Revenue
₹1,510 Cr
🔼 +2%
Express EBITDA Margin
4.8%
🔼 +110 bps
Express Gross Profit
₹384 Cr est.
🔼 +5%
📦 Business Highlights
📦 LCL & FCL Biz
LCL growth muted at 1% (but still 8.9 million CBM, which is no joke)
FCL volumes rose 7% YoY, driven by resilience in core trade lanes
Air freight? Booming — 51% jump in Q4 volume YoY 💨
