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Earnings Call

Allcargo Terminals Earnings Call: Key Takeaways

Allcargo Terminals delivered a strong FY26 with 46% PAT growth and 26% EBITDA growth, driven by record volumes and capacity expansion at JNPT.

Why this was an Alfa AlertNot a filter event. Performance is strong but no prior specific management guidance range was provided to benchmark a material beat.
Highlights
Revenue growth8% YoY growth in FY26 to ₹821 Cr.
MarginsEBITDA margin expanded from 17.0% in FY25 to 19.7% in FY26.
Order bookThroughput capacity of 1 million TEUs per annum.
Demand visibilityPositive momentum in India's EXIM trade and e-commerce expansion.
Management confidenceStrong; well-poised to contribute to India's expanding EXIM ecosystem.

Growth

FY26 revenue grew 8% to ₹821cr; PAT surged 46% to ₹44cr. Q4FY26 PAT was ₹9cr.

Outlook

Aspiration 2030 targets 1Mn TEU volume, ₹1,400cr revenue, and ₹275cr EBITDA. Cumulative capex of ₹400+ crores planned.

Risks

Geopolitical issues and market normalization mentioned as headwinds to monitor for EXIM trade.

Source

Earnings Call filed with BSE, NSE: ATL. Summary written with AI assistance from the document.

Read the document ↗

Allcargo Terminals Ltd: key numbers

Share price
₹25.60
Market cap
₹670.8 Cr
Revenue (annual)
₹820.8 Cr
Net profit (annual)
₹44.21 Cr
P/E (TTM)
16.2×Sector 29.0×
Promoter holding
67.17%+0.00% QoQ
FII holding
5.34%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:37 IST NSE
Acquisition

Allcargo Terminals Acquisition Worth ₹1.06 Cr

Allcargo Terminals approved investing ₹1.06 Crore to subscribe to a rights issue of its associate, Allcargo Group Services Private Limited (AGSPL).

Value
₹1.06 Cr
Execution
Upto October 2026
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12:57 IST BSE
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Allcargo Terminals Other Announcement

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