Allcargo Terminals Limited has informed the Exchange about Investor Presentation
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Allcargo Terminals shared its Q2 & H1FY26 investor presentation ahead of the earnings call. Q2FY26 revenue rose 6% YoY to Rs 207 Cr with strong 12% QoQ growth, while EBITDA jumped 24% YoY to Rs 40 Cr and EBITDA margin expanded 282 basis points to 19.5%. CFS volumes grew 7% YoY to 168,755 TEUs, driven by visible benefits from the Mundra and JNPA expansions. For H1FY26, revenue was Rs 394 Cr and EBITDA Rs 75 Cr (+20% YoY). Management outlined FY30E targets of 1 million TEUs in volume, Rs 1,400 Cr revenue, and Rs 275 Cr EBITDA, backed by Rs 400+ crore capex across JNPT (already commenced), Mundra, Chennai, and a new Farukhnagar ICD via investment in HORCL.
Strong margin expansion and clear capacity-led growth roadmap are positives for shareholders, though PAT growth remains muted due to higher finance costs and lease accounting. The FY30E targets and active expansion plans signal confidence in long-term growth, which could support the stock narrative positively.