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Allcargo Logistics Ltd

₹ 11.2-1.14%
07 Jan – close price
🔗allcargologistics.com•BSE: 532749•NSE: ALLCARGO
Market Cap₹ 1,104 Cr.
Current Price₹ 11.2
High / Low₹ 16.9
Stock P/E80.8
Book Value₹ 11.2
Dividend Yield9.80 %
ROCE5.29 %
ROE5.18 %
Face Value₹ 2.00
Sales₹ 1,269 Cr.
OPM3.51 %
Mar Cap₹ 1,104 Cr.

ABOUT

Incorporated in 1993, Allcargo Logistics provides integrated logistics solutions and offers specialized logistics services across multimodal transport operations, inland container depot, container freight station operations, contract logistics operations and project and engineering solutions[1]

KEY POINTS

Demerger[1]In Dec,23, Allcargo Logistics Board and Allcargo Gati board approved restructuring of businesses under Allcargo Limited and Allcargo Gati Limited (Formerly Gati Limited). As per the scheme, ISC business will be demerged into a separate entity:Allcargo ECU Limited. This wouldinclude the India part of ISC along with the international subsidiaries held under the ECU Worldwide NV.Express business and Contract Logistics business would come under the resulting entity Allcargo Logistics.Allcargo Gati will get 63 shares in the resulting Allcargo Logistics entity for every 10 shares held in Allcargo Gati. Shareholders of Allcargo will get 1:1 shares in the demerged Allcargo ECU Limited and continue to hold their shares in Allcargo Logistics Limited.This takesinto account 3:1 bonus shares approved by shareholders for Allcargo Logistics recently.

Also present in buckets:
Aggressive Growth TriggersExcellent ResultsRevenue GuidanceCapacity Expansion And ProductsPreferential IssuanceJv Partnerships AcquisitionsCredit Rating UpdatesRed Flags And Poor Performance

Peer Comparision

S.No.NameCurrent Price (Rs.)Price to EarningMarket Capitalization (Rs.Cr.)Dividend yield (%)Net Profit latest quarter (Rs.Cr.)YOY Quarterly profit growth (%)Sales latest quarter (Rs.Cr.)YOY Quarterly sales growth (%)Return on capital employed (%)Sales (Rs.Cr.)OPM (%)Profit after tax (Rs.Cr.)Profit after tax latest quarter (Rs.Cr.)Price to book valueReturn on assets (%)Debt to equity
1.Container Corpn.532.8030.9840590.491.73379.98-3.012354.532.9213.879004.3021.261310.42378.703.179.180.07
2.Delhivery422.25228.6731607.420.00-50.50-593.922559.3216.882.479423.194.55138.22-50.383.311.200.17
3.Blue Dart Expres5467.0048.6712963.510.4681.3829.501549.336.9616.335920.2615.20266.3781.387.956.650.66
4.Transport Corp.1064.7018.788154.950.75113.505.831204.907.5020.524670.1010.45434.20112.603.4215.720.11
5.TVS Supply113.0542.004984.860.0016.3167.632662.635.964.8310198.396.66118.6815.642.56-0.161.14
6.VRL Logistics262.2019.584574.732.8649.8939.28796.96-0.3215.733175.5520.65233.6049.894.197.381.01
7.Mahindra Logis.317.95–3155.960.79-8.363.721685.2710.795.646473.574.83-36.93-10.352.75-1.230.59
8.Allcargo Logist.11.2380.801103.669.80-6.00-150.000.00–5.291269.313.5113.66-2.001.002.650.16
–Median: 48 Co.137.5624.41440.110.04.9611.78131.38.1214.91383.438.2511.054.892.467.190.32

Quarterly Results

Standalone figures in ₹ crores

Dec 2022Dec 2023Dec 2024Jun 2023Jun 2024Jun 2025Mar 2023Mar 2024Mar 2025Sep 2022Sep 2023Sep 2024Sep 2025
Sales
523.21402.44637.91360.26526.470.00427.83486.16631.40854.66384.430.000.00
Expenses
496.65394.40615.26347.43509.420.00388.60488.43609.44810.90362.871.000.00
Operating Profit
26.568.0422.6512.8317.050.0039.23-2.2721.9643.7621.56-1.000.00
Other Income
8.557.6136.03226.382.450.0016.952.362.0379.4612.5211.00-3.00
Profit before tax
25.681.0040.87227.484.34-5.0047.63-15.867.80113.9818.804.00-7.00
Tax %
-51.99%-218.00%12.36%12.85%22.58%0.00%24.80%-20.24%26.92%22.00%24.63%0.00%-14.29%
Net Profit
39.033.1835.82198.263.36-5.0035.82-12.655.7088.9014.174.00-6.00
EPS in Rs
0.400.030.362.020.03-0.050.36-0.130.060.900.140.04-0.06

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Sales
9891,1381,2061,1741,1991,5281,6191,8012,8792,7221,6332,4861,269
Expenses
7889059769401,0381,3191,4431,6232,8032,5611,5932,4061,225
Operating Profit
20123323023416120917617976161407945
Other Income
33424226-61582681823871362495435
Interest
29382624233363623921385136
Depreciation
13511110098102107115101141619147
Profit before tax
70125145137302262661984102612316837
Net Profit
5697121106292202201913662032038231
EPS in Rs
0.560.971.201.080.292.242.241.953.732.072.070.830.31
Dividend Payout %
34%26%42%46%170%39%34%26%20%39%48%252%–

Compounded Profit Growth

10 Years:-4%
5 Years:-12%
3 Years:-45%
TTM:747%

Compounded Sales Growth

10 Years:8%
5 Years:9%
3 Years:-5%
TTM:-10%

Return on Equity

10 Years:11%
5 Years:13%
3 Years:11%
Last Year:5%

Stock Price CAGR

10 Years:-1%
5 Years:4%
3 Years:-26%
1 Year:-33%

Balance Sheet

Standalone figures in ₹ crores

Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Sep 2025
Equity Capital
25255049494949494949197197197
Reserves
1,1911,2551,3121,2931,2681,2921,4231,5671,8679811,035907908
Borrowings
4352741953632794791,020774800233575598175
Other Liabilities
27929117221423530438376976752450754464
Total Liabilities
1,9301,8451,7291,9191,8302,1242,8753,1603,4831,7882,3132,2461,344
Fixed Assets
9748698029208758317065964797596790
Gross Block
1,405.641,408.92902.191,117.161,172.881,236.301,139.601,020.10872.08112.42149.09126.06–
Accumulated Depreciation
431.82539.85100.00196.95297.53405.57433.50424.19393.0537.0952.9547.45–
CWIP
71210371011053221800
Investments
4693804405004804001,1061,3141,5261,0421,4631,3721,285
Other Assets
4805844774634657831,0591,2471,47666873679559
Total Assets
1,9301,8451,7291,9191,8302,1242,8753,1603,4831,7882,3132,2461,344

Cash Flows

Standalone Figures in ₹ Crores / Yearly

Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Cash from Operating Activity
17619619717915815420717041350-156119
Cash from Investing Activity
-4127-32-1756-134-5121909349-138111
Cash from Financing Activity
-135-213-169-6-163-24331-362-99-440275-202
Net Cash Flow
010-4-2-0-426-235-41-1927

Ratios

Standalone Figures in ₹ Crores / Yearly

Mar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Debtor Days
59545670776971113804210161
Inventory Days
––––––––––––
Days Payable
––––––––––––
Cash Conversion Cycle
59545670776971113804210161
Working Capital Days
-6714-16-16-10-0-32-87-31-16-33-68
ROCE %
6%10%10%9%5%14%8%10%11%12%16%5%

Shareholding Pattern

Numbers in percentages

Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025
Promoters
69.91%69.91%69.91%69.91%69.91%69.91%63.65%63.37%63.28%63.28%63.28%63.28%
FIIs
10.12%10.88%10.82%10.87%10.95%10.79%10.77%10.99%10.90%11.17%8.83%8.83%
DIIs
2.20%2.19%2.66%2.97%2.91%2.83%2.84%2.75%2.25%2.23%2.25%2.25%
Public
17.75%17.02%16.60%16.24%16.22%16.44%22.73%22.87%23.57%23.31%25.62%25.62%

* The classifications might have changed from Sep'2022 onwards.ℹ️

BSE Announcements AI Summary

Direct from BSE filings, auto-summarised

Transindia Real Estate Shareholders Approve Related Party Transactions and Director Appointment

31st March 2026, 11:14 pm

Allcargo Logistics Announces Resignation of Senior Manager Mr. Avinash Kumar Singh

31st March 2026, 10:01 pm

Allcargo Logistics Appoints Three Senior Management Leaders

27th March 2026, 9:48 pm

Allcargo Logistics Announces Board Meeting on May 14, 2026, to Approve FY26 Audited Financial Results

26th March 2026, 6:09 pm

Allcargo Logistics to Close Trading Window from April 1, 2026

23rd March 2026, 10:48 pm

Published by Other Websites

External media mentions & references

Shipping Stocks Surge on West Asia Peace Hopes; GRSE Hits Record Sales

1st April 2026, 1:46 pm

Mukul Agrawal Re-enters Beaten-Down Stocks: FY27 Turnaround Bet?

17th March 2026, 6:52 am

India's Export Boom Fuels 3 Logistics Stocks Beyond the Giants

10th March 2026, 6:43 am

Global Tech Rout, AI Race Overshadow Indian Earnings

6th February 2026, 7:18 am

India-EU FTA Unlocks Growth, Charts China+1 Path

27th January 2026, 10:41 pm

News Articles

Editorial & research coverage

Global Tech Rout, AI Race Overshadow Indian Earnings
Global Tech Rout, AI Race Overshadow Indian Earnings

6th February 2026, 7:18 am

India-EU FTA Unlocks Growth, Charts China+1 Path
India-EU FTA Unlocks Growth, Charts China+1 Path

27th January 2026, 10:41 pm

Allcargo Elevates Vaishnav Shetty to Deputy MD, Signals Succession
Allcargo Elevates Vaishnav Shetty to Deputy MD, Signals Succession

21st January 2026, 11:57 am

Dividends & Demergers Alert! 6 Stocks Go Ex-Date Today - Don't Miss Out!
Dividends & Demergers Alert! 6 Stocks Go Ex-Date Today - Don't Miss Out!

12th November 2025, 7:04 am

Allcargo Logistics Reports 50% PBT Surge Post-Integration
Allcargo Logistics Reports 50% PBT Surge Post-Integration

Documents

Announcements

Board Meeting Intimation for The Meeting To Be Held On Thursday, February 5, 2026.

2d - Board meeting on Feb 5, 2026 to approve Q3 and nine-month unaudited results.

Closure of Trading Window

24 Dec - Trading window closed from Jan 1, 2026 until 48 hours after declaration of results for quarter ending Dec 31, 2025.

Announcement under Regulation 30 (LODR)-Newspaper Publication
Announcement under Regulation 30 (LODR)-Press Release / Media Release

19 Dec - Allcargo launches AER covering 100% PIN codes; mapped 32,000+, direct serviceable >10,000; 71 transshipment centres.

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

9 Dec - Analyst meetings on Dec 12, 2025 with Centrum PMS and BOB Capital; Q2 & H1FY26 presentation.

Annual Reports

Financial Year 2025

(from bse)

Financial Year 2024

(from bse)

Financial Year 2023

(from bse)

Financial Year 2022

(from bse)

Financial Year 2021

(from bse)

Financial Year 2020

(from bse)

Financial Year 2019

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Financial Year 2018

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Financial Year 2017

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Financial Year 2016

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Financial Year 2015

(from bse)

Financial Year 2014

(from bse)

Financial Year 2013

(from bse)

Financial Year 2012

(from bse)

Financial Year 2010

(from bse)

Credit Ratings

Rating update

8 Dec from care

Rating update

14 Oct 2025 from crisil

Rating update

16 Sep 2025 from crisil

Rating update

18 Jun 2025 from crisil

Rating update

21 Mar 2025 from crisil

Rating update

18 Feb 2025 from crisil

Concalls

Nov 2025

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Stock Analysis

Description

  1. Allcargo Logistics provides integrated logistics solutions, including multimodal transport, inland container depots, container freight stations, contract logistics, and project/engineering solutions.

Key Growth Triggers

  1. Post-restructuring focus on domestic growth and operational synergies.
  2. Launch of 'Allcargo Extended Reach (AER)' network covering 100% of Indian PIN codes.
  3. Ambitious EBITDA growth targets up to FY30.
  4. Focus on technology, digital, and AI initiatives.

Order Book

  1. Currently no data available for Order Book.

Key Red Flags

  1. CRISIL Ratings placed on 'Watch Negative' due to International Supply Chain (ISC) segment challenges and demerger plan.
  2. Reported net loss in Q1 FY26 and Q2 FY26.
  3. Subdued performance in the International Supply Chain (ISC) segment.
  4. CCI fine of ₹50 Lakhs for alleged non-compliance.

Key Dates To Watch

  1. Board Meeting for Q3/9M FY26 results: February 5, 2026.
  2. Annual General Meeting (AGM): September 24, 2025.
  3. Analyst Day 2025: September 25, 2025.
  4. Composite Scheme of Arrangement effective date: November 1, 2025.
  5. Record Date for scheme: November 12, 2025.

Corporate Announcements

31st Mar 26
Impact Rating: 6
Transindia Real Estate shareholders have approved two key ordinary resolutions via postal ballot and e-voting: material related party transactions with Allcargo Logistics and the appointment of Ms. Nishika Hegde as a Non-Executive Director.
31st Mar 26
Impact Rating: 6
Mr. Avinash Kumar Singh, National Head - Operations at Allcargo Logistics, has resigned citing personal reasons and better career opportunities. The company has accepted his resignation, with his relief effective March 31, 2026.
27th Mar 26
Impact Rating: 7
Allcargo Logistics has appointed Sumit Banerjee as VP – Zonal Head (East) – Express, Amit Chhari as Chief of Operations – Express, and Ashutosh Mishra as VP – Head of Transportation Business and S&OP.
26th Mar 26
Impact Rating: 6
A significant announcement from Allcargo Logistics: a Board Meeting is set for May 14, 2026. The primary agenda is to consider and approve the audited standalone and consolidated financial results for the fiscal year 2025-26.
23rd Mar 26
Impact Rating: 5
Allcargo Logistics Limited announces a trading window closure for its key personnel and their relatives effective April 1, 2026, in line with SEBI regulations.