Investor Presentation
ATL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Allcargo Terminals reported strong FY26 results with PAT up 46% YoY to Rs 44 Cr and EBITDA up 26% to Rs 162 Cr, driven by record annual volumes of 723,035 TEUs (up 8%). Q4 volumes were 179,631 TEUs with revenue of Rs 208 Cr. The company expanded JNPT capacity to 540,000 TEUs (from 370,000) and secured a 10-year extension at another facility. Construction of the ICD at Farukhnagar has commenced. Looking ahead, the company targets 1 Mn TEUs volume and Rs 1,400 Cr revenue by FY30E, supported by cumulative capex of Rs 400+ Cr across JNPT expansion, new Mundra CFS (2.5 lakh TEUs), Chennai facility (1.7 lakh TEUs), and Farukhnagar ICD (1.2 lakh TEUs).
The company demonstrated strong operational performance with margin expansion and multi-year growth targets provide clear visibility. The asset-light expansion strategy and upcoming capacity additions position ATL to capture India's growing EXIM trade, though higher debt from lease liabilities warrants monitoring.