Allcargo Terminals Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Terminals handled 1.54 lakh TEUs in Q4 FY25, with revenue and EBITDA up 2% and 26% YoY. Full-year volume, revenue, and EBITDA grew 1%, 3%, and 9%, with net profit at INR30.2 Cr. A slight Q4 net loss was due to dividend tax and accelerated amortization. Capacity expansions at JNPT and Mundra are expected to drive 8-10% volume growth in FY26. The firm is adopting an "asset-right" model to balance growth and efficiency, supported by digital initiatives and multi-location presence. Targets include 1 million TEUs and nearly doubling profitability by FY28.