Allcargo Termi
Allcargo Termi Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
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Allcargo Termi Q4 FY26 key numbers
- Revenue
- Capacity ambition by FY 2030 is around 1.25 to 1.3 million laden TEUs, supported by new and expanded facilities including the PFT-ICD at Farrukhnagar, Chennai, Mundra, and JNPT upgrades.
As stated in Allcargo Termi's Q4 FY26 earnings call transcript · published 28 May 2026. Reported figures, not investment advice.
The short version
Expectation to reach 1 million TEUs volume by FY28, currently on track with capacity expansions. Allcargo Terminals aims to achieve 1 million TEUs volume by FY28 and 1.3 million TEUs by FY30, supported by capacity expansions (including Farrukhnagar PFT-ICD and Chennai).
From Allcargo Termi's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Expectation to reach 1 million TEUs volume by FY28, currently on track with capacity expansions.
- Capacity ambition by FY 2030 is around 1.25 to 1.3 million laden TEUs, supported by new and expanded facilities including the PFT-ICD at Farrukhnagar, Chennai, Mundra, and JNPT upgrades.
- Revenue growth backed by scaling containerized trade volumes, with India’s EXIM trade expected to grow 5%-6% annually.
- EBITDA per TEU targeted to improve from the current INR 2,200-2,400 range to approximately INR 2,800 by 2030 through operational efficiencies and higher-margin rail-linked business.
2 more points from Allcargo Termi's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- INR 400 crores total capex planned over next 2-3 years for various expansion projects.
- Major components:
- Farrukhnagar PFT-ICD project: INR 200+ crores (construction started January 2026, completion expected April 2027 for PFT, ICD two quarters later).
- JNPT Speedy upgradation: INR 20 crores.
- Expansion plans in Mundra and Chennai to enhance capacity.
- Maintenance capex ongoing alongside these projects.
- Equity raised INR 120 crores; INR 80 crores pending call as funding source.
- External borrowing planned limited to about INR 100 crores for project financing.
2 more points from Allcargo Termi's call on capex
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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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What the Q4 FY26 call signalled
2 of 4 strong
Allcargo Termi — 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 Termi's management said in earlier quarters
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- Highway Infra (Q4 FY26)
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Allcargo Termi Q4 FY26 results?
Expectation to reach 1 million TEUs volume by FY28, currently on track with capacity expansions. Allcargo Terminals aims to achieve 1 million TEUs volume by FY28 and 1.3 million TEUs by FY30, supported by capacity expansions (including Farrukhnagar PFT-ICD and Chennai).
What is Allcargo Termi share price analysis?
Allcargo Termi currently shows a below-average growth signal. The stock trades at a P/E of 15.0 with a market cap of ₹632 Cr. Investors should review the full earnings analysis for detailed insights.
Is Allcargo Termi planning capital expenditure?
INR 400 crores total capex planned over next 2-3 years for various expansion projects.
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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.