Allcargo's Profit Momentum Stalls Despite Steady Revenue Growth
Allcargo Logistics posted higher revenue in Q1 FY27, but profit fell sequentially, raising questions about its path to sustained profitability.
Allcargo Logistics saw revenue rise 11.2% year-on-year in Q1 FY27, yet profit declined 26.3% from the previous quarter. The company remains profitable but faces margin pressure.
Allcargo Logistics delivered a mixed set of numbers for the first quarter of FY27. While revenue continued its steady climb, profit momentum took a step back, highlighting the ongoing challenges in the logistics sector.
The company's revenue for the quarter ended June 2026 grew 11.2% year-on-year to ₹546 crore. Sequentially, revenue was up 6.2% from the ₹514 crore reported in Q4 FY26. However, profit after tax (PAT) fell 26.3% quarter-on-quarter to ₹14 crore, despite a significant improvement from a loss of ₹9 crore in the same quarter last year. This resulted in a net profit margin of 2.6%, down from 3.7% in the prior quarter but a marked recovery from the negative margin a year ago.
The recent quarterly trend shows a company stabilizing after a period of volatility.
Revenue (₹ Cr)
Profit (₹ Cr)
Net Profit Margin (%)
| Metric | CurrentQ1 FY27 | PreviousQ4 FY26 | Same quarter LYQ1 FY26 |
|---|---|---|---|
| Revenue (₹ Cr) | 546.0YoY +11% | 514.0 | 491.0 |
| Profit (₹ Cr) | 14.0YoY +256% | 19.0 | -9.0 |
| Net Profit Margin (%) | 2.6YoY +244% | 3.7 | -1.8 |
Over the trailing twelve months (TTM), Allcargo has generated a profit of ₹26 crore on revenue of ₹1,577 crore, translating to a TTM net profit margin of 1.6%.
Key Points
- The stock has faced severe pressure, down 71.9% over the past year and 87.1% over three years.
- Key quality metrics remain subdued, with a Return on Equity (ROE) of 1.94% and an interest coverage ratio of 1.17.
- Despite the weak earnings, the stock trades at a significant premium to its industry, with a P/E of 78.9 compared to the sector average of 47.3.
The path ahead for Allcargo hinges on converting its steady revenue base into stronger and more consistent bottom-line performance.
Live Chart
· ALLCARGO
(BSE)
ISIN: INE418H01029
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