Allcargo Terminals Ltd
Allcargo Terminals Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Total volume handled in Q2 FY '26 was 168,000 TEUs, a 12% growth over last quarter and 7% Y-o-Y. - H1 FY '26 total volume: 319,000 TEUs, slight growth from 318,000 TEUs in H1 FY '25. - Revenue for Q2 FY '26: INR 207 crores, up 11% QoQ and 6% YoY; H1 FY '26 revenue: INR 394 crores vs. Capacity expansion projects (JNPA, Mundra, Chennai, Farukhnagar) will increase capacity from 8.3 lakh TEUs to around 13 lakh TEUs by FY 2030.
From Allcargo Terminals Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Total volume handled in Q2 FY '26 was 168,000 TEUs, a 12% growth over last quarter and 7% Y-o-Y.
- H1 FY '26 total volume: 319,000 TEUs, slight growth from 318,000 TEUs in H1 FY '25.
- Revenue for Q2 FY '26: INR 207 crores, up 11% QoQ and 6% YoY; H1 FY '26 revenue: INR 394 crores vs. INR 385 crores prior year.
- Current capacity at 10.5 lakh TEUs, expected to increase to ~13 lakh TEUs by FY 2030 with expansions in Mundra, Chennai, Farukhnagar, and JNPT.
- Capacity utilization targeted to reach 80%-85% by end of 2025 and 75%-80% at Farukhnagar by 2029.
- Monthly volume run-rate increased from 55,000 TEUs (Q1) to ~66,000 TEUs (September 2025), representing 16-17% growth.
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Profitability & Margins
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Capital Expenditure Plans
- Allcargo Terminals Limited is undertaking several expansion projects to increase capacity from 8.3 lakh TEUs to around 13 lakh TEUs by FY2030.
- Key projects include:
- Expansion at JNPT (completed August 2025 with 1.7 lakh TEUs capacity addition).
- New facility at Mundra with LOI received, expected operational by end of 2026.
- Additional capacity near Kattupalli/Ennore ports in Chennai, expected early 2027.
- Greenfield ICD project at Farukhnagar with rail connectivity, targeted commissioning April 2027, expected 75%-80% utilization by 2029.
- Planned financing includes rights issue up to INR 80 crores (promoters participating), preferential allotment of INR 40 crores, internal accruals, and some debt.
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Top-ranked in Transport Infrastructure
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Allcargo Terminals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹208 Cr, net profit ₹9 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Allcargo Terminals Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Allcargo Terminals Ltd Q2 FY26 results?
Total volume handled in Q2 FY '26 was 168,000 TEUs, a 12% growth over last quarter and 7% Y-o-Y. - H1 FY '26 total volume: 319,000 TEUs, slight growth from 318,000 TEUs in H1 FY '25. - Revenue for Q2 FY '26: INR 207 crores, up 11% QoQ and 6% YoY; H1 FY '26 revenue: INR 394 crores vs. Capacity expansion projects (JNPA, Mundra, Chennai, Farukhnagar) will increase capacity from 8.3 lakh TEUs to around 13 lakh TEUs by FY 2030.
What is Allcargo Terminals Ltd share price analysis?
Allcargo Terminals Ltd currently shows a neutral. The stock trades at a P/E of 19.5 with a market cap of ₹821 Cr. Investors should review the full earnings analysis for detailed insights.
Is Allcargo Terminals Ltd planning capital expenditure?
Allcargo Terminals Limited is undertaking several expansion projects to increase capacity from 8.3 lakh TEUs to around 13 lakh TEUs by FY2030.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.