Allcargo Logistics has announced its strongest quarterly performance in FY27, with record revenue, EBITDA growth, and strategic use of artificial intelligence, signalling a disruptive shift in India’s logistics sector amid rising demand from diverse industries.
Allcargo Logistics has reported its strongest quarterly performance to date in its express distribution and contract logistics businesses, with revenue for the first quarter of FY27 reaching record levels as shipment volumes, pricing discipline and operating efficiency improved. The integrated logistics group said EBITDA rose 39 per cent from a year earlier and profit before tax, before exceptional items, climbed more than 258 per cent, pointing to firmer execution across its domestic network. The company added that better customer engagement, service quality, digital adoption and tighter cost control helped drive the result in a competitive market.
The express distribution arm posted revenue growth of 13.5 per cent year on year, while contract logistics revenue rose 6 per cent, supported by a 99 per cent service quality adherence rate, customer retention and new business wins. Allcargo said the quarter benefited from network optimisation, more efficient routing and higher asset utilisation, which together boosted operating leverage. The company also highlighted a wider industry shift towards AI-enabled planning, demand forecasting and shipment visibility as logistics operators seek to cut costs and improve reliability.
Ketan Kulkarni, managing director and chief executive of Allcargo Logistics, said the company’s quarterly numbers reflected disciplined execution across its businesses. He said growth was being supported by stronger customer relationships, personalised account management and a continued emphasis on pricing discipline and service standards. Kulkarni also pointed to a broader use of artificial intelligence and data-led tools across the business, including for network planning and operational decisions.
Looking ahead, Allcargo expects demand to strengthen in the second and third quarters of FY27, helped by festive-season activity. The company said it will keep focusing on profitable growth, wider market reach and deeper use of AI-driven technologies across express distribution, contract logistics, warehousing and network planning. The outlook comes as India’s logistics sector continues to see higher demand from manufacturers, retailers, e-commerce firms and industrial customers looking for faster delivery and greater supply-chain resilience. Earlier company results show this is part of a longer pattern of improving profitability, with consolidated earnings having also strengthened in prior quarters as operating discipline and cost control improved.
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