The call has ended.
Key takeaways
Management is riding a temporary transshipment volume wave while aggressively expanding footprint despite looming normalization.
| Revenue growth | 21.5% YoY growth, supported by volume and higher transshipment realization. |
|---|---|
| Margins | EBITDA/TEU up 40.8% YoY, bolstered by temporary transshipment business gains. |
| Demand visibility | Strong domestic industrial demand and pre-festive manufacturing inventory support visibility. |
| Management confidence | Confident, highlighting highest-ever October volumes and robust capacity expansion plans. |
Growth
Revenue grew 21.5% YoY; 12.6% volume growth aided by temporary geopolitical transshipment shifts.
Outlook
Farukhnagar ICD and Chennai expansion to add capacity; targeting 18,000 TEUs post-upgrade at Speedy.
Risks
Transshipment margins (₹500/TEU impact) will taper; aggressive ₹400 Cr capex may strain cash.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Allcargo Terminals Q2 FY27 Results: Net Profit ₹20.9 Cr, Up 85.0% YoY
Allcargo Terminals Ltd reported revenue from operations of ₹251.6 Cr (+21.4% YoY) and net profit of ₹20.9 Cr (+85.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹20.9 Cr · +85.0% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting 1.3M TEU capacity by 2030; Farukhnagar PFT completion set for March 2027.
Growth they described
Revenue grew 14.4% YoY to ₹214 Cr; container volumes rose 7.2%. EBITDA per TEU improved to ₹2,690.
Call details
| Company | Allcargo Terminals Ltd |
|---|---|
| NSE symbol | ATL |
| ISIN | INE0NN701020 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 11:00 AM IST |
Allcargo Terminals Ltd: key numbers
- Share price
- ₹27.50
- Market cap
- ₹720.5 Cr
- Revenue (annual)
- ₹820.8 Cr
- Net profit (annual)
- ₹44.21 Cr
- P/E (TTM)
- 14.1×Sector 29.2×
- Promoter holding
- 67.17%+0.00% QoQ
- FII holding
- 5.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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