ALLCARGO

What Allcargo Logistics promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 16 tracked 1 delivered 5 missed 10 open
  • NCLT Approval Timeline delivered said Q3 FY25 Promised: Our expectation is that somewhere by April, we should be able to kind of get this approval through. Q1 FY27: No new update. Promise previously achieved.
  • Operational Outsourcing Cost Savings went quiet said Q1 FY26 Promised: The operational part which should have also led to a similar amount [to $1.5M] is kind of delayed by two quarters... pushed back closer to the year-end quarter, the December end quarter. Q1 FY27: No mention of the specific $1.5M savings target. The promise remains unaddressed.
  • Warehouse Space Expansion at risk said Q4 FY26 Promised: we have a plan to add 0.5 million square feet additional on the warehouse space and that would be done largely on an asset-light approach. Q1 FY27: Total warehouse space decreased from 8.0M to 7.5M sq ft due to a deliberate effort to reduce 'white space'. This is contrary to the initial expansion plan.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 16 tracked commitments for Allcargo Logistics — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens