AC Logistics, the end-to-end supply chain and logistics arm of the Ayala Group, narrowed its net loss by 58 percent to PHP264 million in the first half of 2026 from PHP631 million a year earlier, as operational optimization initiatives drove meaningful efficiency across its segments.
Based on its disclosure, AC Logistics’ consolidated EBIT (earnings before interest and taxes) turned positive at PHP89 million from a negative PHP354 million, with its EBIT margin expanding by 22.3 percentage points to 4.3 percent.
The company attributed the improvement in operational efficiency to lower variable costs, tighter cost discipline, and a higher-quality revenue mix following its “refresh” strategy a year ago.
In July this year, A.P. Moller Capital completed its subscription for a 40 percent economic interest in AC Logistics.
The company also acquired a majority stake in Glacier Megafridge, adding more than 74,000 cold-storage pallet positions across 10 locations and strengthening its position as one of the country’s largest cold chain operators.
ACMobility
Another Ayala Group subsidiary, ACMobility, formerly known as AC Motors, registered a net loss of PHP57 million, reversing its PHP34 million profit in the same period in 2025.
The mobility solutions arm of the Ayala Group said its profitability was affected by higher inventory costs arising from peso depreciation and softer performance by Kia and Isuzu. ACMobility is the official distributor of Kia passenger cars in the Philippines and operates the largest dealer network for Isuzu in the country.
