ALLCARGO GLOBAL LIMITED

During the earnings conference call for the quarter ended June 30, 2026, management discussed the impact of geopolitical crises, particularly in the Middle East, on trade volumes, noting a negative effect over the past six months. Despite this, they reported a sequential improvement in trade lanes, with a 5% increase in LCL and a 1% increase in FCL volumes. Management highlighted a consolidated revenue of INR 3,522 crores, reflecting a 5.8% year-on-year growth. They reported a significant improvement in profitability, with EBITDA rising to INR 33 crores from a loss of INR 31 crores in the previous year. Management emphasized their focus on cost control and operational efficiency, aiming to maintain flat costs in dollar terms while improving gross profits per unit. They acknowledged the unpredictability of geopolitical events but expressed confidence in their strategic positioning for future growth.

Management highlighted both challenges from geopolitical issues and improvements in financial performance.