Two listed companies with the Allcargo name have shared their results for July to September 2026. This is the second quarter (Q2) of financial year 2026-27 (FY27). Allcargo Terminals said its revenue rose 21.5% to ₹252 crore. Allcargo Logistics posted a profit of ₹19 crore, and its revenue grew 3.4% to ₹555 crore.
The two companies grew at very different speeds. That gap is the main point for a small investor who follows either share.
What happened
According to NDTV Profit, Allcargo Terminals said in a statement that its revenue for the quarter was ₹252 crore. In the same quarter last year, it was ₹207 crore. That is a rise of 21.5%.
The headline of the same NDTV Profit report said the company's profit "nearly doubles" and rounded the revenue rise to 22%. However, we could not find the exact profit figure in the report. So we cannot tell you how much Allcargo Terminals earned in rupees. Readers who want that number should check the company's filing.
In a second NDTV Profit report, Allcargo Logistics posted a profit of ₹19 crore for Q2 FY27. Its revenue from operations was ₹555 crore. This was up 3.4% from ₹537 crore in the July-September quarter of FY26.
The report did not give Allcargo Logistics' profit for the same quarter last year. So we cannot say whether its profit went up or down.
The numbers
| Item | Allcargo Terminals | Allcargo Logistics |
|---|---|---|
| Revenue, Q2 FY27 | ₹252 crore | ₹555 crore |
| Revenue, Q2 FY26 | ₹207 crore | ₹537 crore |
| Revenue growth | 21.5% | 3.4% |
| Rise in rupees (our calculation) | ₹45 crore | ₹18 crore |
| Profit, Q2 FY27 | Not given in the report; headline says "nearly doubles" | ₹19 crore |
The table puts both companies side by side. The growth rates are as reported; the rupee rise is our own simple subtraction.
One detail is worth a note. If you divide ₹45 crore by ₹207 crore yourself, you get about 21.7%, not 21.5%. The small gap most likely comes from the crore figures being rounded in the report. The company's own filing will have the exact numbers.
Why it matters to a common investor
Revenue is the money a company brings in from its business before costs. Profit is what is left after all costs and taxes. Both matter, but they tell different stories.
Allcargo Terminals added ₹45 crore of revenue on a base of ₹207 crore, by our calculation. That is fast growth for one year. If its profit really nearly doubled, as the headline says, then its profit grew much faster than its revenue. When that happens, it usually means costs grew more slowly than sales. In simple words, the company kept more of each rupee it earned.
Allcargo Logistics is the bigger company by revenue. Its ₹555 crore is more than twice the ₹252 crore of Allcargo Terminals. But its sales grew only 3.4%. Its profit of ₹19 crore is small next to its revenue. By our calculation, it kept roughly ₹3.4 out of every ₹100 of revenue as profit. That thin cushion means a small rise in costs could hurt profit a lot.
For a first-time investor, the lesson is simple. A bigger company is not always growing faster. Look at the growth rate and the profit, not only the size. You can read more simple guides like this in our results section.
How to read these numbers
Both companies compared this quarter with the same quarter a year ago. This is called a year-on-year comparison. It is useful because many businesses have busy and slow seasons. Comparing July-September with July-September removes that effect.
The reports do not say whether these are standalone or consolidated numbers. Standalone numbers cover only the main company. Consolidated numbers also include its subsidiaries, which are smaller companies it controls. The two can be very different. Always check which one a report is using before you compare.
Also remember that one quarter is a short time. A single good or weak quarter does not show a full trend. Looking at four to eight quarters together gives a fairer picture. Our business news page covers company updates that can help you build that bigger view.
Risks to keep in mind
- Missing profit figure: We do not have the exact profit for Allcargo Terminals. "Nearly doubles" is a description, not a number. Wait for the filing before drawing firm views.
- No base for Allcargo Logistics' profit: Without last year's profit, ₹19 crore alone does not show if things are getting better or worse.
- Slow sales growth: A 3.4% rise in revenue is modest. If costs rise faster than that, profit can shrink.
- Thin profit cushion: Profit was a small share of Allcargo Logistics' revenue, so small changes in costs can swing results.
- Share prices may not follow results: A share can fall even after good numbers, if the market expected more. Our markets section explains how such moves work.
What to watch next
First, check the full result filings of both companies on the BSE or NSE website. They should show the exact profit of Allcargo Terminals and last year's profit of Allcargo Logistics.
Second, see whether the numbers are standalone or consolidated. This decides how you should compare them with past quarters.
Third, watch the next quarter's results. They will show if Allcargo Terminals can keep growing fast, and if Allcargo Logistics can speed up its sales growth.
Finally, look for any comments from the management on costs, demand and plans. These often explain the reasons behind the numbers better than the numbers alone.
Words explained
- Quarter (Q2 FY27): A three-month period. Indian companies' financial year runs from April to March, so Q2 FY27 means July to September 2026.
- Revenue from operations: Money a company earns from its main business, before costs. It does not include extra income like interest.
- Profit: The money left after a company pays all its costs and taxes.
- Year-on-year: Comparing a period with the same period one year earlier, such as this July-September with last July-September.
- Standalone and consolidated: Standalone covers only the main company. Consolidated adds the results of the smaller companies it controls.
- Filing: An official document a listed company sends to the stock exchanges. Anyone can read it free on the BSE or NSE website.
Sources: NDTV Profit.
This article is for information and education only. It is not investment advice. MarketUpDown is not registered with SEBI as an investment adviser or research analyst. Read our disclaimer.