Q1 FY27 earnings call: revenue INR 214 cr, MD transition from September

Allcargo Terminals posted Q1 FY27 revenue of INR 214 cr versus INR 187 cr YoY and EBITDA of INR 47 cr versus INR 35 cr. Volumes grew 7.2 percent to 1,76,499 TEUs, with EBITDA per TEU around INR 2,900. Management outlined Plan 2030 with INR 400 cr capex to scale capacity toward 1 million TEUs and target EBITDA per TEU of INR 2,750. Projects include Farukhnagar PFT and ICD (completion March 2027) and Speedy JNPT expansion adding 60,000 TEUs. MD Suresh Kumar to retire end-August, with Pranav Choudhary from Adani Ports taking over from September 1. No dividend declared as cash is deployed into growth.