Allcargo Logistics Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

Mon Apr 13 2026

Allcargo Logistics (ALLCARGO) Q4 FY26 results are scheduled for May 10, 2026, when the company’s board of directors will approve the financial statements for the January-March 2026 quarter. Trading at Rs 45 as of April 2026 — down -36% from its 52-week high of Rs 72 — the stock has been under pressure alongside its peers in the Logistics & Freight Forwarding sector. This Q4 results preview covers the confirmed results date, analyst consensus estimates, five key performance factors, five risks to monitor, analyst ratings, and the complete share price outlook.

Allcargo Logistics’s Q4 FY26 earnings will be watched for signals on the company’s +6% volume YoY trajectory, and whether operating metrics are recovering toward normalised levels. This article provides a structured preview based on analyst consensus data and publicly available financial information.

Get free investment predictions on Univest.

Table of Contents

Allcargo Logistics Q4 Results 2026 Date

The Allcargo Logistics Q4 FY26 results date is May 10, 2026. The board of directors will meet to approve the audited consolidated and standalone financial results for the quarter ended March 31, 2026, and the full year FY2025-26.

Here is a broader view of the Q4 FY26 results calendar for reference:

Company	Results Date	Key Metric
[object Object]	April 9, 2026 (Declared)	FY27 revenue guidance, deal TCV
[object Object]	April 23, 2026	CC growth guidance for FY27
Bharat Electronics (BEL)	May 8, 2026	Order book execution, EBITDA margin
Bharat Forge	May 10, 2026	Global CV + defence execution
Allcargo Logistics	May 10, 2026	See estimates below

Why Q4 FY26 Matters

Q4 (January-March) is the final quarter of FY26, making it the most important earnings event of the year. Beyond the quarterly numbers, investors will receive: full-year FY26 financial summary, management commentary on FY27 business outlook, and the final dividend recommendation for FY26 shareholders.

For Allcargo Logistics specifically, Q4 FY26 captures the peak season dynamics of the Logistics & Freight Forwarding sector. Management’s commentary on FY27 demand visibility will set the investment narrative for the next 12 months.

Allcargo Logistics Q4 FY26 Earnings Estimates

Allcargo Logistics Q4 FY26 analyst consensus estimates — Revenue, PAT, Margin

Access premium research on Univest.

Based on publicly available analyst consensus, here are the Q4 FY26 estimates for Allcargo Logistics:

Metric	Q4 FY26 Estimate	Q3 FY26 Actual	Trend
Revenue	Rs 4,200 Cr	Rs 3,980 Cr	QoQ expected improvement
Net Profit (PAT)	Rs 38 Cr	Rs 32 Cr	Normalisation expected
Margin	EBITDA 5%	Q3 FY26 margin	QoQ trend
Volume / Growth Driver	+6% volume YoY	Prior quarter	YoY
Dividend (Expected)	Rs 0.50 (expected)	FY26 interim dividends	Final dividend

Screen Allcargo Logistics live fundamentals on the Univest Screener.

Download the Univest iOS App or Univest Android App for real-time Q4 result alerts and analyst updates.

5 Key Factors Driving Allcargo Logistics Q4 FY26 Performance

1. LCL (Less-than-Container-Load) Market Recovery

Allcargo is a global leader in LCL freight consolidation, operating through ECU Worldwide — one of the world’s largest LCL networks. Post-COVID, LCL volumes had declined as supply chains normalised and container rates compressed. Q4 FY26 LCL volume recovery data from ECU Worldwide’s global operations will be the primary earnings driver.

2. India Freight Volume Growth

India’s merchandise exports grew 6-8% in Q4 FY26, supported by PLI-driven manufacturing growth in electronics, pharma, and textiles. Allcargo’s domestic freight forwarding and customs clearance segments benefit from this export growth trend.

3. Contract Logistics Expansion

Allcargo’s contract logistics segment (warehousing and distribution management for 3PL clients) has been growing at 15% annually. Warehouse space under management and 3PL client additions in Q4 will indicate segment trajectory.

4. US-Iran Conflict and Shipping Route Disruption

The US-Iran conflict and Strait of Hormuz tensions in FY26 have created shipping route disruptions that impact freight rates and container availability. Allcargo’s ability to route cargo around affected zones determines its operational resilience and rate-passing ability.

5. Demerger of ECU Worldwide and Allcargo Gati

Allcargo has been restructuring through demergers, separating its international logistics and express logistics businesses. This structural cleanup improves segment visibility and may unlock valuation — but creates near-term complexity in financial reporting.

5 Risks to Watch in Allcargo Logistics Q4 FY26

Risk 1: Freight Rate Cyclicality

LCL and FCL freight rates are highly cyclical. A sharp decline in global freight rates (as seen in 2023-24) compresses Allcargo’s revenue per unit and overall profitability.

Risk 2: Global Trade Slowdown

US tariff policies and potential reciprocal trade actions by major economies could reduce global trade volumes, directly impacting freight forwarder revenues.

Risk 3: Competition from Global Freight Giants

DHL, Kuehne+Nagel, Expeditors International, and DB Schenker all compete in the LCL segment globally. Scale advantages of these competitors put pressure on Allcargo’s pricing.

Risk 4: Rupee Depreciation Impact

As a global freight business, Allcargo’s revenues are partly in USD. Rupee depreciation helps reported revenue but increases INR costs for internationally priced inputs.

Risk 5: Integration Complexity Post-Demerger

Managing the split of businesses across multiple listed entities creates operational and compliance complexity in the near term.

Allcargo Logistics Share Price and Analyst Ratings

Parameter	Value
CMP (April 2026)	Rs 45
52-Week High	Rs 72
52-Week Low	Rs 38
1-Year Return	-36%
Market Capitalisation	Rs 1,100 Cr
Sector	Logistics & Freight Forwarding
NSE Ticker	ALLCARGO

Analyst ratings and target prices based on publicly available brokerage research:

Brokerage	Rating	Target Price	Investment Thesis
JM Financial	BUY	Rs 58	ECU Worldwide recovery drives rerating
Emkay	ADD	Rs 52	Logistics sector secular growth continues
YES Securities	NEUTRAL	Rs 46	Freight rate uncertainty limits near-term upside

Conclusion

Allcargo Logistics Q4 FY26 results on May 10 will reflect global LCL freight volume trends and India export growth. At Rs 45 and down 36% from peak, the stock is approaching deep-value territory for a company with genuine global scale through ECU Worldwide. Volume growth above 6% and PAT above Rs 38 crore would be a positive. The demerger completion is the medium-term catalyst.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only and does not constitute investment advice. All financial data and analyst estimates are sourced from publicly available information including NSE/BSE filings and company investor relations pages. Verify all numbers before investing. Consult a SEBI-registered advisor before making investment decisions.

For more Q4 FY26 results previews, visit Univest Blogs.

Frequently Asked Questions

Q: When is Allcargo Logistics Q4 results 2026 date?

Allcargo Logistics Q4 FY26 results date is May 10, 2026. The board of directors will meet on this date to approve the quarterly and full-year FY26 financial results and consider recommending a final dividend.

Q: What is Allcargo Logistics Q4 FY26 revenue estimate?

Analyst consensus estimate for Allcargo Logistics Q4 FY26 revenue is Rs 4,200 Cr. Q3 FY26 actual revenue was Rs 3,980 Cr. Actual Q4 results may vary based on operating conditions.

Q: What is Allcargo Logistics Q4 FY26 PAT estimate?

Analyst consensus estimate for Allcargo Logistics Q4 FY26 net profit (PAT) is Rs 38 Cr. Q3 FY26 actual PAT was Rs 32 Cr. Estimates are indicative and not guaranteed.

Q: Will Allcargo Logistics declare a dividend in Q4 FY26?

Allcargo Logistics is expected to declare Rs 0.50 (expected) for FY26, subject to board approval at the May 10, 2026 board meeting and subsequent shareholder approval at the AGM.

Q: What is Allcargo Logistics current share price?

Allcargo Logistics is trading at Rs 45 as of April 2026, with a 52-week range of Rs 38 to Rs 72. The 1-year return is -36%.

Q: What were Allcargo Logistics Q3 FY26 results?

In Q3 FY26, Allcargo Logistics reported revenue of Rs 3,980 Cr and net profit (PAT) of Rs 32 Cr. The Q4 FY26 results on May 10, 2026 will provide a comparison to assess sequential and year-on-year trends.

Q: When do TCS and Infosys announce Q4 results 2026?

TCS declared Q4 FY26 results on April 9, 2026 (see the Allcargo Logistics earnings calendar table above). Infosys is scheduled to declare results on April 23, 2026. Both are covered in detail on Univest Blogs.

Q: Is Allcargo Logistics a good investment ahead of Q4 results?

This article does not constitute investment advice. Allcargo Logistics trades at Rs 45 with a 52-week range of Rs 38 to Rs 72. Analyst consensus targets and the Q4 FY26 estimates suggest monitoring the results date closely. Consult a SEBI-registered financial advisor for personalised investment guidance.