• Corporate restructuring & margins: Following the listing of Allcargo Global to conclude a four-year restructuring into four focused entities, gross profit exceeded 2,750 crores despite a 10% revenue decline from 14,000 crores, aided by tech-driven SG&A reductions and margin expansion efforts.
• Domestic EBITDA performance: Driven by a turnaround in the express business and strong consumption demand, the domestic logistics segment posted a 14% annual EBITDA growth and a 40% year-on-year increase in the latest quarter.
• Global freight dynamics: Middle East shipping disruptions are being offset by volume gains on Asia–Latin America, trans-Pacific, and transatlantic trade lanes, with elevated global freight rates expected to stabilize over the next four to five weeks.
• Asset-light capex model: Warehousing operations and truck fleets remain fully on operating leases and vendor partnerships, resulting in minimal capex requirements across both the domestic and global business lines.