Allcargo Terminals Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.
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Allcargo Terminals reported Q2 FY26 (standalone) operating revenue of Rs 140.43 Cr, up about 6% from Rs 132.46 Cr a year ago, while H1 operating revenue rose to Rs 270.48 Cr from Rs 261.99 Cr. However, standalone profit after tax collapsed to Rs 7.10 Cr in Q2 (from Rs 24.64 Cr) and Rs 11.87 Cr for H1 (from Rs 31.61 Cr), a drop of roughly 62%. The main drag was a near-doubling of finance costs to Rs 12.67 Cr in Q2 (from Rs 6.99 Cr), driven by new lease obligations as right-of-use assets jumped to Rs 452.18 Cr. On a consolidated basis, results were steadier with Q2 PAT of Rs 11.30 Cr (vs Rs 11.32 Cr) and H1 PAT of Rs 20.41 Cr (vs Rs 20.89 Cr). The auditor issued a clean limited review but flagged the ongoing income tax search as an emphasis-of-matter note, and the company disclosed a new GST demand of Rs 25.29 Cr plus a like-sized penalty, which it has challenged in court and obtained an interim stay.
Standalone earnings look weak for the quarter, but the consolidated picture is largely stable and EBITDA margins on operating business actually improved. Investors should watch for resolution of the tax search and the GST dispute, and monitor the rising lease/finance cost burden that is eating into standalone profits.