Allcargo Terminals Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Terminals reported strong Q4 & FY26 results. Q4 saw 12% YoY revenue growth to INR 208 Cr and 31% EBITDA growth to INR 44 Cr, with PAT at INR 9 Cr (vs a loss previous year). FY26 revenue reached INR 821 Cr, EBITDA INR 162 Cr (+26%), and PAT INR 44 Cr (+46%). Volume grew 6% to 723,035 TEUs. Management aims for 1 million laden TEUs by FY28, reaching 1.25-1.3 million capacity by 2030, driven by Farrukhnagar ICD (PFT by April 2027) and Chennai/Mundra expansions. The company is debt-free. A future capex of INR 400 Cr for expansions is planned. The outlook is confident on India's EXIM growth and operational efficiency.