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Earnings Call

Allcargo Terminals Earnings Call: Key Takeaways

Allcargo Terminals delivered record volumes and strong profitability growth in FY26, leveraging capacity expansions and disciplined yield management to offset global trade volatility.

Why this was an Alfa AlertNot a filter event. Results met internal projections but did not materially beat specific prior guidance ranges by 5% or more.
Highlights
Revenue growthRevenue grew 8% YoY to ₹821cr in FY26.
MarginsEBITDA margin expanded to 21.2% in Q4 from 18% YoY.
Demand visibilityPositive outlook supported by 6-6.5% Indian GDP and infrastructure focus.
Management confidenceConfident, focused on 3-year strategic growth and capacity utilization.

Growth

PAT grew 46% YoY to ₹44cr; volumes up 6% hitting all-time high of 7.2L TEUs.

Outlook

Aspirational target of 1M TEUs by FY28; ₹400cr capex for Farukhnagar, Mundra, and Chennai expansions.

Risks

Global geopolitical tensions impacting trade flows; significant lease liability of ₹700cr masking true debt profile.

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
17:51 IST NSE
Annual General Meeting

Allcargo Terminals Annual General Meeting

Allcargo Terminals Limited successfully conducted its 7th Annual General Meeting on September 22, 2026. The company filed the meeting proceedings, voting results, and Scrutinizer's report.

17:25 IST BSE
Business Update

Allcargo Terminals Business Update

Allcargo Terminals reported a total volume of 65.6 '000 TEUs for August 2026, marking a 6% increase year-on-year and a 5% increase month-on-month.

12:57 IST BSE
Other Announcement

Allcargo Terminals Other Announcement

Allcargo Terminals Limited has dispatched a letter to shareholders containing web-links and QR codes for the FY 2025-26 Annual Report and AGM Notice.