Allcargo Terminals Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Terminals (ATL) reported strong financial results for the quarter and half-year. Q2 FY26 revenue rose 11% QoQ to INR 207 Cr, EBITDA 17% to INR 40 Cr, with EBITDA/TEU at INR 2,390. Volumes grew 12% QoQ to 168,000 TEUs. Management anticipates sustained EBITDA/TEU around INR 2,200-2,300 and aims for 80-85% capacity utilization in H2. Current capacity expanded from 8.3 lakh to 10.5 lakh TEUs. Future growth targets 13 lakh TEUs through projects in JNPT, Mundra, Chennai, and a new rail-connected ICD in Farukhnagar. A planned INR 80 Cr rights issue, with promoter participation, will help fund this expansion. Management expressed confidence in leveraging market demand for rapid growth.