Allcargo Terminals Limited — Investor Meet, 18-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Allcargo Terminals posted Q1 FY27 volumes up 7.2% YoY to 176,499 TEUs. Revenue grew to INR 214 Cr, EBITDA to INR 47 Cr. PAT was INR 6 Cr, affected by tax adjustments. EBITDA per TEU reached INR 2,898; management aims for INR 2,400-2,500, targeting INR 2,750 with Farukhnagar ICD.

The company plans INR 400 Cr capex by 2030, with INR 100 Cr in FY27, funded by equity, accruals, and debt. Strategic focus includes capacity expansion (targeting 1.3M TEU), disciplined pricing, technology, and footprint growth. Pranav Choudhary joins as the new MD from September 1st. Management expresses confidence in long-term growth, prioritizing investments.