Allcargo Terminals Ltd(ATL)

NSE: ATLBSE: 543954

₹ 24.2-4.57%refreshed 23 Oct, 03:30 pm ISTMarket cap: ₹ 706 crWebsite: www.allcargoterminals.comUpdated: 24 Oct 2026

About

Allcargo Terminals runs container freight stations (CFS) and an inland container depot (ICD) in India. Together they handled 723,035 TEUs in FY26. Annual handling capacity reached about 1.03 million TEUs in FY26, across 6 CFS and 1 ICD. The company says it holds about 13% of the pan-India CFS market as of Q1 FY27, and it reported FY26 revenue of Rs 820.8 Cr.^[1][2][3]

Network and capacity

Annual handling capacity grew nearly 20% in FY26, to about 1.03 million TEUs from 8.3 lakh TEUs in FY25.^[2]
As of FY26 end, capacity was spread across 6 CFS and 1 ICD. The additions came mainly at JNPT and CWC Mundra.^[1]
Capacity utilisation was 80-85% in Q1 FY27, up from 60-65% three years earlier. The Chennai facility and one Mundra facility are fully utilised.^[2]
A 170,000 TEU yard expansion at JNPT was commissioned in August 2025, and about 50,000 TEUs of capacity were unlocked at Mundra.^[4]
The company's licences at its current Mundra facilities, where Adani is the landlord, run to 2030-31.^[2]

Key operating numbers

Volumes were 1,76,499 TEUs in Q1 FY27, up 7.2% from 1,64,606 TEUs in Q1 FY26. A higher share of transshipment containers at JNPA helped.^[2]
FY26 CFS plus ICD volumes were 723,035 TEUs, up 6% year on year and the highest annual volume the company has handled.^[1]
Revenue per TEU was about Rs 13,000 in Q1 FY27, against Rs 11,000-11,500 a year earlier.^[2]
EBITDA per TEU was Rs 2,898 in Q1 FY27, against about Rs 2,184 in Q1 FY26.^[2]
Ground rent made up about 20% of CFS revenues in FY26.^[1]

Monthly volumes

Volumes were 65.6 thousand TEUs in August 2026, up 6% year on year and 5% month on month.^[5]
Volumes were 61.8 thousand TEUs in September 2026, down 7% year on year and 6% month on month.^[6]

Customers and technology

The company's myCFS app automates about 70% of the import clearance workflow. In Q1 FY27, 70-80% of customs house agents, the app's main users, used it each month.^[2]
The company targets growing its Mundra market share from about 12% to 15% through a larger facility there.^[7]

Expansion projects

Farukhnagar private freight terminal (PFT): construction started in Q4 FY26 and is targeted for completion in February-March 2027.^[1][2]
Farukhnagar ICD: due to follow the PFT in October-December 2027. It is a rail-connected 1,20,000 TEU facility, and the company targets 70% utilisation by FY30.^[2][7]
The company holds a 7.5% stake in HORCL for preferential access to the dedicated freight corridor (DFCC).^[2]
Speedy JNPT upgrade: tendering is complete. Work starts after the monsoon and is due to finish by January-February 2027, adding about 60,000 TEUs a year.^[2]
Mundra: land for a new 60-acre CFS (targeted at 2,50,000 TEUs) has been acquired. Construction is on hold until talks with the landlord on extending the current licences are resolved.^[2]
Chennai: talks for a new CFS near the Kattupalli cluster are at an advanced stage. Earlier plans described a 30-acre facility with 1,70,000 TEU capacity.^[2][7]
Total planned capex is about Rs 400 Cr up to FY30, with about Rs 100 Cr in FY27. External debt for capex of Rs 100-150 Cr has been arranged with banks.^[2]
The company's FY30 aims are 1 million laden TEUs, Rs 1,400 Cr revenue and Rs 275 Cr EBITDA.^[2]

Recent developments

Pranav Choudhary, former CEO of Adani Ports, takes over as MD from September 1, 2026, as Suresh Kumar retires.^[2]
A 10-year contract extension was secured for the Speedy JNPT facility in FY26.^[1]
External NBFC borrowings of about Rs 102 Cr were fully repaid by FY26 end.^[1]
Rs 120 Cr was raised through a rights issue and a private placement. About Rs 80 Cr of it was yet to be called as of FY26.^[1]

Market Cap

₹706 Cr

High / Low

₹36 / 18

Stock P/E

19.7

Price / Book

2.3

Book Value

₹12

EPS

₹1.5

No. of Shares

29.19 Cr

ROCE

12.1%

ROE

14.2%

OPM

12.7%

Debt / Equity

0.00

Sales

₹821 Cr

Net Profit

₹44 Cr

Promoter holding

67.2%

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