Toh bhai, Allcargo Logistics ne FY26 ke liye apne results reveal kiye hain, aur yeh numbers dekhne layak hain.
Company ne revenue mein 5% ka solid growth dikhaya hai, jo ki ab ₹2,058 Crore ho gaya hai. Saath hi, EBITDA bhi 16% badh kar ₹233 Crore pahunch gaya. Yeh sab sunne mein toh achha lag raha hai, right?
Par asli twist toh yahin hai – Profit After Tax (PAT) mein 90% ki heavy girawat aayi hai, jo ₹6 Crore par aa gaya hai. Pichhle saal yeh ₹63 Crore tha. Matlab, revenue aur EBITDA toh badh gaye, par bottom line par kaafi pressure dikh raha hai.
Iske alawa, company ne apne consultative logistics business ko express segment ke saath merge karne ka bhi announcement kiya hai, aur future growth plans aur ESG goals par bhi focus kar rahe hain.
Ab investors ki nazar toh yahin hogi ki yeh profit girne ke peeche kya reasons hain – kya koi cost pressure hai ya kuch one-off charges? Company apne express aur supply chain operations ko kaise grow karegi, yeh dekhna important hoga. Unka B2B Express aur Supply Chain services ke liye projected CAGR 10-12% aur 12-15% respectively hai FY24–FY30 tak. Consolidated revenue CAGR 10-12% aur EBITDA CAGR 20-21% tak ka target hai FY25–FY30 ke liye.