Allcargo Terminals Limited has informed the Exchange about Investor Presentation
ATL · price
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Allcargo Terminals reported strong FY26 results with PAT growing 46% YoY to Rs 44 Cr, driven by highest-ever annual volumes of 723,035 TEUs and disciplined yield management. Q4 FY26 saw Revenue of Rs 208 Cr, EBITDA of Rs 44 Cr (margin of 21.2%, up from 18% in Q4FY25), and PAT of Rs 9 Cr. Gross margin expanded significantly from 33.8% in FY25 to 39.2% in FY26, reflecting operating leverage. The company is executing a multi-year capacity expansion plan: JNPT already expanded from 370k to 540k TEUs (August 2025), while new facilities at Mundra (2.5 lakh TEUs, FY27), Chennai (1.7 lakh TEUs, FY27), and Farukhnagar ICD (1.2 lakh TEUs, FY28) are in pipeline with cumulative capex of Rs 400+ Crores. Management targets FY30 volumes of 1 Mn TEUs, Revenue of Rs 1,400 Cr, and EBITDA of Rs 275 Cr.
Strong operational performance with improving margins and clear capacity expansion roadmap positions ATL well for continued market share gains in India's growing EXIM logistics space. The 46% PAT growth and 390 bps EBITDA margin expansion signal improving profitability and operating efficiency.