Standalone Financial Performance (Quarter Ended September 30, 2026)

  • Income from operations: ₹681 crore (Q2 FY26: ₹553 crore)
  • Other income: ₹1 crore
  • Total income: ₹682 crore
  • Operating expenses: ₹600 crore
  • Employee benefits expenses: ₹40 crore
  • Finance costs: ₹8 crore
  • Depreciation and amortization: ₹4 crore
  • Total expenses: ₹674 crore
  • Profit before tax and exceptional items: ₹8 crore (Q2 FY26: loss of ₹4 crore)
  • Exceptional items: Nil (Q2 FY26: ₹4 crore expense)
  • Profit before tax: ₹8 crore (Q2 FY26: loss of ₹8 crore)
  • Tax expense: ₹2 crore (Current tax: ₹3 crore, Deferred tax credit: ₹1 crore, Tax adjustments: ₹0 crore)
  • Profit after tax: ₹6 crore (Q2 FY26: loss of ₹6 crore)
  • Earnings Per Share (Basic/Diluted): ₹0.06 (Q2 FY26: loss of ₹0.06)

Standalone Financial Performance (Half Year Ended September 30, 2026)

  • Income from operations: ₹1,202 crore (H1 FY26: ₹1,066 crore)
  • Total income: ₹1,207 crore
  • Total expenses: ₹1,197 crore
  • Profit before tax and exceptional items: ₹10 crore
  • Profit after tax: ₹6 crore
  • EPS (Basic/Diluted): ₹0.06

Consolidated Financial Performance (Quarter Ended September 30, 2026)

  • Income from operations: ₹4,320 crore (Q2 FY26: ₹3,393 crore)
  • Total income: ₹4,321 crore
  • Total expenses: ₹4,269 crore
  • Profit before share of profit from associates/joint ventures and exceptional items: ₹52 crore (Q2 FY26: loss of ₹24 crore)
  • Share of profit from associates and joint ventures: ₹4 crore
  • Exceptional items: ₹6 crore gain (from sale of subsidiary)
  • Profit before tax: ₹62 crore (Q2 FY26: loss of ₹26 crore)
  • Tax expense: ₹30 crore
  • Profit after tax: ₹32 crore
  • Profit attributable to owners of the Company: ₹26 crore (Q2 FY26: loss of ₹34 crore)
  • EPS (Basic/Diluted): ₹0.27 (Q2 FY26: loss of ₹0.35)

Consolidated Financial Performance (Half Year Ended September 30, 2026)

  • Income from operations: ₹7,842 crore (H1 FY26: ₹6,723 crore)
  • Profit after tax: ₹4 crore
  • Profit attributable to owners of the Company: loss of ₹8 crore
  • EPS (Basic/Diluted): loss of ₹0.08

Key Balance Sheet Highlights (Standalone as of September 30, 2026)

  • Total assets: ₹1,150 crore (March 31, 2026: ₹859 crore)
  • Equity share capital: ₹197 crore
  • Other equity: negative ₹204 crore
  • Contract assets: ₹201 crore (March 31, 2026: ₹98 crore)
  • Trade receivables: ₹608 crore (March 31, 2026: ₹417 crore)
  • Cash and cash equivalents: ₹41 crore (March 31, 2026: ₹29 crore)
  • Borrowings: ₹437 crore (Non-current: ₹1 crore, Current: ₹436 crore)

Significant Events and Transactions

1. Scheme of Arrangement: The company completed a composite scheme of arrangement effective October 1, 2023, whereby the International Supply Chain business of Allcargo Logistics Limited was demerged into Allcargo Global Limited. The NCLT approved the scheme on October 10, 2025, and shares were allotted on November 15, 2025. The equity shares were listed on BSE and NSE on July 3, 2026.

2. Investment in Associate: During the quarter, the company acquired 2 equity shares (25% stake) in Allcargo Group Services Private Limited (AGSPL) for ₹0.03 crore, making it an associate. The company also subscribed to a rights issue of 60 equity shares in AGSPL for ₹1.06 crore, allotted after the quarter end.

3. Tax Matter: Allcargo Logistics Limited received an Assessment Order dated June 30, 2026, under Section 143(3) read with Section 158BC of the Income-tax Act, 1961, for the block period April 1, 2018, to April 5, 2025, raising a tax demand of ₹5.61 crore. Pursuant to the scheme, this liability is borne by Allcargo Global Limited. The company recognized a provision, paid ₹1.21 crore on July 17, 2026, and filed an appeal for the balance ₹4.40 crore on July 29, 2026.

4. Subsidiary Sale: On July 9, 2026, Contech Logistics Solutions Private Limited (wholly-owned subsidiary) sold its controlling stake in Comptech Solutions Private Limited to TransIndia Real Estate Limited (Promoter Group Company) for ₹23.59 crore, resulting in a ₹6 crore exceptional gain in consolidated results.

5. Additional Acquisition: Ecu Global N.V. (subsidiary) acquired an additional 10% stake in Ecunordicon AB for ₹17.35 crore on July 28, 2026, increasing its ownership to 99.99%.

Auditor's Review

The statutory auditors, S. R. Batliboi & Associates LLP, issued an unmodified review report on both standalone and consolidated financial results. The consolidated results include 123 subsidiaries, 9 associates, and 6 joint ventures. Four subsidiaries with total assets of ₹108 crore were reviewed by their respective auditors.

Segment Information

The company operates as a single reportable segment - International Supply Chain.

Rounding Policy

The company changed its rounding-off policy from ₹ lakhs to ₹ crores starting from the previous quarter for better presentation.