Allcargo Logistics Limited, a leading global logistics company, has released its Monthly Operational Update for February 2025. The update provides insights into key business parameters across its Less-than-Container Load (LCL), Full Container Load (FCL), and Air Cargo operations. The data presented has been subjected to a limited review by the management and has been submitted to the BSE Limited (BSE) and National Stock Exchange of India Limited (NSE) in compliance with the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and Code of Practices and Procedures for Fair Disclosure of Unpublished Price Sensitive Information under Regulation 8 of SEBI (Prohibition of Insider Trading) Regulations, 2015.

The operational update can also be accessed on the company’s official website: www.allcargologistics.com.

LCL Operations: Decline in Volumes Across Regions

The LCL volume for February 2025 stood at 604,000 cubic meters (cbm), reflecting a:

• Decline of 11.23% compared to 679,000 cbm in February 2024.
• Drop of 18.46% compared to 741,000 cbm in January 2025.

The dip in demand is attributed to the early Lunar New Year period, which affected shipping patterns. Although some improvement in demand has been noted post-Lunar New Year, it has not yet reached pre-holiday levels.

Regional Trends in LCL Volumes:

• Year-on-year decline was observed across all major regions except Latin America, which demonstrated relative stability.
• Container utilization also witnessed a dip compared to the previous month, aligning with the overall decline in volumes.

Container Utilization Index:

The Container Utilization Index (measured in Cbm/TEU) recorded a noticeable decline in February 2025, consistent with the decrease in volumes.

40-Feet Container Ratio: Marginal Decline in Usage

The 40 feet container ratio, which measures the percentage of 40 feet containers used relative to total containers, witnessed a dip in February 2025 compared to January 2025. However, it remained 3% higher year-on-year compared to the same period last year.

FCL Operations: Decline in Volumes Across Asia Pacific and Middle East

The FCL volume for February 2025 stood at 48,435 TEUs, reflecting:

• 2% year-on-year decline compared to February 2024.
• 11% decline compared to January 2025.

Regional Trends in FCL Volumes:

• Growth: Year-on-year growth was observed in the USA, Europe, and Latin America regions.
• Decline: A decline was witnessed in Asia Pacific and Middle East regions.

40-Feet Container Usage Index

The 40 feet Container Usage Index for February 2025 remained slightly lower compared to the previous month but showed an increase of 3% compared to 12 months ago.

Air Cargo Operations: Notable Growth in Key Regions

The air cargo volume for February 2025 was recorded at 2,319,000 kilos, marking:

• Year-on-year growth of 10.9% compared to 2,091,000 kilos in February 2024.
• Decline of 17.78% compared to 2,820,000 kilos in January 2025.

Regional Trends in Air Cargo Volumes:

• Growth: Significant growth was reported in the USA, Asia Pacific, Middle East, and India regions.
• Decline: A decline was noted in Latin America and Europe.

Container Utilization Index and 40-Feet Container Usage

• The Container Utilization Index (measured in Cbm/TEU) showed a decline, reflecting the dip in overall volumes.
• The 40 feet container ratio witnessed a slight dip compared to the previous month but remained 3% higher compared to February 2024.

Performance Summary

Key Highlights for February 2025:

• LCL Operations: Year-on-year volume decline across all regions except Latin America.
• FCL Operations: Volume growth witnessed in USA, Europe, and Latin America, while Asia Pacific and Middle East saw a decline.
• Air Cargo: Year-on-year growth in USA, Asia Pacific, Middle East, and India, but a decline in Latin America and Europe.

Comparative Analysis: March 2024 to February 2025

A comparative analysis of the company’s operational performance from March 2024 to February 2025 shows:

• Fluctuations in LCL and FCL volumes due to regional and seasonal factors.
• Consistent growth in air cargo operations driven by higher demand in key regions.
• Container utilization trends remaining relatively stable over the period, despite occasional dips.

Company’s Commitment to Transparency

Allcargo Logistics Limited continues to demonstrate its commitment to transparency and timely disclosure by providing regular operational updates to its stakeholders. The company remains focused on adapting to evolving market dynamics and maintaining its leadership in global logistics solutions.

Availability of Operational Data

The monthly operational update for February 2025 is available on the company’s website at www.allcargologistics.com and has been submitted to the relevant stock exchanges for public dissemination.

Next Steps for Stakeholders

Stakeholders are encouraged to review the monthly operational updates for insights into Allcargo Logistics’ performance and assess the company’s trajectory in the global logistics market. Any further updates will be communicated through the company’s official communication channels.

The Upcoming IPOs in this week and coming weeks are Arisinfra Solutions Limited,Rapid Fleet Management Services, Active Infrastructures Limited, Desco Infratech Limited, ATC Energies System Limited, Shri Ahimsa Naturals Limited.

The Current active IPO are Grand Continental Hotels.

Start your Stock Market Journey and Apply in IPO by Opening Free Demat Account in Choice Broking FinX.

Join our Trading with CA Abhay Telegram Channel for regular Stock Market Trading and Investment Calls by CA Abhay Varn - SEBI Registered Research Analyst.