Allcargo Terminals Limited has informed the Exchange regarding Board meeting held on November 04, 2025.
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Awaiting price reaction for this filing.
Allcargo Terminals Limited's board approved unaudited standalone and consolidated financial results for Q2 FY26 and H1 FY26 on November 4, 2025. On a standalone basis, Q2 PAT fell sharply to Rs 7.10 Cr from Rs 24.64 Cr a year ago, but this is largely a comparison effect since Q2 FY25 included a one-time Rs 16.18 Cr dividend from a subsidiary/JV. Standalone operating revenue grew about 6% YoY to Rs 140.43 Cr, while finance costs nearly doubled to Rs 12.67 Cr (from Rs 6.99 Cr). On a consolidated basis, Q2 PAT was nearly flat at Rs 11.30 Cr (vs Rs 11.32 Cr YoY) on operating revenue of Rs 207.16 Cr, up about 6%. H1 FY26 standalone PAT was Rs 11.87 Cr (vs Rs 31.61 Cr) and consolidated H1 PAT was Rs 20.41 Cr (vs Rs 20.89 Cr). The company flagged two pending regulatory matters: a fresh Income Tax notice under Section 158BC (response due November 18, 2025) and a Rs 25.29 Crore GST demand plus equal penalty, currently stayed by the Madras High Court. The auditor issued an unqualified limited review report on both sets of results.
Standalone earnings look weak on a YoY basis, but the steep drop is mainly technical (no repeat of last year's subsidiary dividend). The real story is the rising finance costs and lease-related liabilities, which are pressuring margins. Investors should watch the Income Tax and GST proceedings closely, as an adverse outcome on the Rs 25.29 Cr GST demand (plus penalty) would be a material hit. On the positive side, consolidated operating revenue is showing steady growth and the Speedy Multimodes acquisition has been completed as a wholly owned subsidiary.