Synopsis: Ace investor Mukul Agrawal bought 4.41 crore shares in Allcargo Logistics Limited, acquiring a 2.94% stake in Q3 FY26.
This small-cap Logistic stock, engaged in integrated logistics, including multimodal transport, freight forwarding, warehousing, and supply chain solutions across countries, is in focus after Mukul Agrawal made a fresh stake of 2.94 percent in the company.
With a market capitalization of Rs. 1,365.97 crore, the shares of Allcargo Logistics Limited were currently trading at Rs. 9.12 per equity share, down nearly 0.55 percent from its previous day’s close price of Rs. 9.17.
Recent Quarter Results
Ace investor Mukul Agrawal made a notable investment in Allcargo Logistics Limited, investing nearly 4.41 crore shares in Q3 FY26, which is a 2.94 percent stake in the company. The total investment value was around Rs. 40.4 crore.
In December 2025, Allcargo Logistics Limited had a majority stake held by the promoters at 40.49 percent, foreign institutional investors at 8.20 percent, domestic institutional investors at 3.17 percent, and the public at 48.14 percent.
Company Overview
Allcargo Logistics Limited was founded in 1993 by Shashi Kiran Shetty in Mumbai and leads as an integrated logistics provider offering multimodal transport, freight forwarding, container freight stations, warehousing, and supply chain solutions. It pioneered Less than Container Load consolidation in India, expanded globally via ECU-Line acquisition, and diversified into 3PL services, inland depots, logistics parks, and express distribution through Gati.
Business Development
Allcargo Logistics Limited has built a strong logistics and warehousing network across India. The company operates more athan 700 facilities, over 90 hubs, and more than 80 logistics parks, supported by 8 air logistics centres.
With a workforce of around 2,800 people, Allcargo manages over 12 million sq. ft. of distribution and warehousing space. This wide infrastructure base helps the company offer end-to-end supply chain solutions efficiently and strengthens its position as a leading integrated logistics player.
Client Base
Allcargo Logistics Limited works closely with leading global technology and consulting partners to strengthen its digital and operational capabilities. Its partner ecosystem includes Amazon Web Services, Oracle, Salesforce, TIBCO, IBM, Capgemini, Grant Thornton, Havas, and Intugine. These partnerships support digital transformation, data-driven logistics, and efficient supply chain solutions.
Revenue Mix of Q2 FY26
Allcargo Logistics Limited has a well-diversified revenue mix in Q2 FY26. In Express Logistics, revenue is largely driven by Key Enterprise Accounts (KEA) at 80 percent, followed by Retail at 18 percent and MSME at 2 percent, highlighting a strong enterprise-led business.
In Consultative Logistics, E-commerce contributes the largest share at 54 percent, followed by Chemicals (20 percent), Auto & Engineering (18 percent), Food & Pharma (2 percent), and Others (6 percent), reflecting balanced exposure across multiple industries.
Recent Quarter Results
Coming into financial highlights, Allcargo Logistics Limited’s revenue has increased from Rs. 483 crore in Q2 FY25 to Rs. 537 crore in Q2 FY26, which has grown by 11.18 percent. The net profit has turned from positive to negative, from a net profit of Rs. 14 crore in Q2 FY25 to a net loss of Rs. 2 crore in Q2 FY26.
Allcargo Logistics Limited’s revenue has grown at a CAGR of 16.88 percent over the last five years. In terms of return ratios, the company’s ROCE and ROE stand at 3.84 percent and 2.49 percent, respectively. Allcargo Logistics Limited has an earnings per share (EPS) of Rs. -0.16, and its debt-to-equity ratio is 0.77x.
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