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Earnings Call

Allcargo Terminals Earnings Call: Key Takeaways

Allcargo Terminals delivered a strong FY26 with PAT growing 46% to ₹44cr. Strategy focuses on capacity expansion at key ports and operational efficiency via technology.

Why this was an Alfa AlertNot a filter event. Results and capacity expansion are on-track with the company's 3-year ambition, not a material beat of explicit prior guidance.
Highlights
Revenue growthFY26 revenue up 8% YoY to ₹821cr.
MarginsEBITDA margin expanded to 21.2% in Q4 FY26 from 18% YoY.
Demand visibilityPositive outlook for logistics driven by rising containerization and infra spend.
Management confidenceHigh; well-poised for 2030 ambition and 1M TEU FY28 target.

Growth

FY26 Revenue up 8% to ₹821cr; EBITDA grew 26% to ₹162cr; Q4 PAT ₹9cr vs loss YoY.

Outlook

Capex of ₹400cr planned for Mundra, Chennai, and Farrukhnagar; targeting 1M TEU by FY28 and 1.3M by FY30.

Risks

Geopolitical tensions impacting supply chains; seasonal terminal congestion and transport fleet shortages.

Source

Earnings Call filed with NSE, 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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Allcargo Terminals Other Announcement

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