ALLCARGO TERMINALS LTD

Operates container terminals and an inland container depot (ICD), handling laden containers at major Indian ports. In FY26, throughput reached a record 723,035 TEUs, up 6% year-on-year, with Q4 alone at 179,631 TEUs. Revenue comes from container handling, storage and related logistics services at facilities covering ports that account for an estimated 80–85% of India's EXIM trade, giving the company an estimated 10–12% share of the CFS market. A new private freight terminal and ICD at Farrukhnagar is under construction with completion targeted for April 2027, intended to lift volume capacity toward 1 million laden TEUs by FY28 and 12.5–13 lakh TEUs by FY30. Realisation per TEU is guided at INR2,200–2,400 currently, with management targeting INR2,800 by FY30. The largest cost line is other operating expenses at 71.4% of revenue (which includes terminal lease payments of INR95–100 crore annually), followed by depreciation at 8.3% and employee costs at 8.9%. The company states it is debt-free on a cash basis and plans INR400 crore of capex over three years across Farrukhnagar, JNPT, Mundra and Chennai.