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Allcargo Logistics Ltd.

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allcargologistics.comBSE: 532749NSE: ALLCARGO
Market Cap₹ 1,820 Cr.
Current Price
High / Low₹ 37 / 7
Stock P/E60.7
Book Value₹ 4
Price to Book1.93
Dividend Yield0.00 %
ROCE8.7 %
ROE1.1 %
Face Value₹ 2

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ABOUT

KEY POINTS

Revenue Breakup Mar 2025 • Multimodal Transport Operations: 87.7% • Express Distribution: 9.4% • Logistics Park: 2.9%

AI Sector View

AI GENERATED

Services

Buy

Broad services remain in expansion. Services PMI was 54.1 (Aug/26), export of services grew 13.0% YoY (2026-06), and urban employment was still positive at 2.0% YoY (2026-07), although airport passenger traffic was -2.0% YoY (2026-06). FPI inflows of INR 7081 crore over 3 months to 2026-08-31 support the constructive sector view.

Confidence
72%
View full sector analysis →

PROS

  • Latest quarter profit grew 114.1% YoY, showing strong momentum
  • Company has consistently been profitable over the last 5 years
  • Operating margins have improved to 11.3% from 6.7%
  • Strong cash generation - operating cash flow backs reported profits (CFO/PAT 2.15x)
  • Company generates healthy free cash flow
  • Company maintains a comfortable, low leverage position

CONS

  • A large part of profit comes from other income (1600.0% of PBT)
  • Promoter holding has decreased over last 2 years: -23.4pp
  • Company has a low return on equity of 3.5% over last 3 years
  • Company has a low return on capital employed of 7.1%
  • Interest coverage is weak at 1.0x - earnings barely cover interest
  • Company's sales have been declining over the last five years

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

ServicesLogisticsLogistics
Part ofNIFTY 50NIFTY 500NIFTY LARGEMIDCAP 250NIFTY 100NIFTY 200
S.No.Name
1.CONCOR499.8030.6538065.661.72268.900.612159.760.2813.6320.41
2.DELHIVERY438.60351.3632864.050.0031.91-64.962930.7327.762.974.75
3.SHADOWFAX253.25133.0514862.940.00654.006732.8613581.201806.3211.586.76
4.BLACKBUCK629.0567.8811459.230.0042.1725.14204.1742.1712.7524.35
5.TCI859.9514.476607.091.16106.60-0.561248.509.5820.5212.30
6.TVSSCS130.3588.815751.350.0022.48-96.843335.2228.6611.516.75
7.VRLLOG231.4518.884048.920.00805.301509.318788.401080.7026.4721.23
8.MAHLOG396.65102.333937.840.63278.303048.0920028.801132.8510.405.76
9.SINDHUTRAD24.0847.983712.960.0038.74-79.39129.21-21.8512.8045.34
10.GATEWAY53.3410.912665.106.0951.27-17.56549.30-0.2117.9921.31
11.TCIEXP513.5023.941974.111.3620.495.24313.409.2913.9210.03
12.ALLCARGO12.1560.661819.800.00140.00241.475460.0043.068.7013.00
Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
3,2713,3073,2123,3483,7634835195133,8175375165145,460
3,1323,1893,1003,2493,6314344574703,7964754554545,410
Operating Profit139118111981324962432062616050
OPM %4.25%3.57%3.46%2.94%3.51%10.14%11.95%8.38%0.54%11.55%11.82%11.67%0.92%
132404618136252214-2323140
Interest243738313618181835151615150
Depreciation83107104106104564648109635152510
Profit before Tax1631415-215-1923-1-109-18-316190
Tax %25.94%9.07%-92.89%27.23%-16.56%173.68%130.43%2600.00%9.67%83.33%66.67%-25.00%26.32%
Net Profit00004377103-32-99-2020140
1.250.220.11-0.060.050.17-4.050.17-1.02-0.04-0.010.130.09

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
5,5836,0496,8957,34610,49819,06218,05112,9691,9612,0587,027
5,1135,6676,4516,8379,85717,78516,91112,5141,7601,8256,794
Operating Profit4703834445106411,2771,140454201233233
OPM %8.42%6.32%6.44%6.94%6.11%6.70%6.31%3.50%10.25%11.32%3.32%
45324596-50561022556935164
Interest3735367514396861407562196
Depreciation166159156232306238278400182204676
Profit before Tax3152253023051591,081895162132185
Tax %24.61%22.76%17.96%23.28%40.21%23.77%27.04%15.07%-384.62%-200.00%15.68%
Net Profit23817424823495824653138636156
EPS9.256.979.859.087.0437.686.411.520.430.05—
Dividend Payout %21.20%28.68%35.54%33.05%28.42%9.39%12.68%65.65%253.87%0.00%—

COMPOUNDED SALES GROWTH

10 Years:
-10%
5 Years:
-28%
3 Years:
-52%

COMPOUNDED PROFIT GROWTH

10 Years:
-29%
5 Years:
-46%
3 Years:
-77%

STOCK PRICE CAGR

10 Years:
-13%
5 Years:
-27%
3 Years:
-44%
1 Year:
-61%

RETURN ON EQUITY

10 Years:
11%
5 Years:
13%
3 Years:
3%
Last Year:
1%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

Corporate actions

2024

Jan 2

3:1

Bonus issue & Increase in Authorised Capital & Quarterly Results

2015

Dec 30

1:1

Bonus issue

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital49494949494949197300300
Minority Interest211721273313843009800
1,7431,9151,9502,0972,2343,1122,7492,305243256
5944806311,5742,0462,2531,0861,463637547
Trade Payables6166856998531,3891,9121,4231,531162198
1571664565931,2181,8811,6241,510375471
Total Liabilities3,1803,3123,8065,1927,2689,5917,2307,1041,7171,772
1,4931,5151,5521,5922,3032,4892,1322,834759783
Capital Work in Progress36101652692221801
29132523951050078258124430
1010981062200
00000002,228375429
Cash & Bank1872452413083816441,309559157131
1,1621,2081,6002,5064,0725,6683,2041,219423428
Total Assets3,1803,3123,8065,1927,2689,5917,2307,1041,7171,772

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
4293683864024281,1341,897-146275315
Cash from Investing-267-48-289-8862-591-381-32414656
Cash from Financing-84-222-75738-316-19-857-46-435-373
738-3917215240346-516-14-2

Ratios

Consolidated Figures in Rs. Crores / View Standalone

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
63.6663.3763.2863.2863.2863.2840.4940.2840.28
10.7710.9910.9011.178.838.838.207.276.56
2.842.752.252.232.252.253.162.291.82
Government0.000.000.000.000.000.000.000.000.00
22.7422.8823.5723.3125.6325.6348.1650.1551.32

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-09
Clarification - Financial Results

2026-09-09 - The Exchange has sought clarification from Allcargo Logistics Limited for the quarter ended 30-Jun-2026 with respect to Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. On basis of above the Company is required to clarify the following: The response of the Company is awaited.

2026-08-27
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-27 - Allcargo Logistics Limited has informed the Exchange about Schedule of meet

2026-08-26
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-26 - Allcargo Logistics Limited has informed the Exchange about Schedule of meet

2026-08-26
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-26 - Allcargo Logistics Limited has informed the Exchange about Schedule of meet

2026-08-25
General Updates

2026-08-25 - Letter Send to Members

2026-08-24
Copy of Newspaper Publication

2026-08-24 - Allcargo Logistics Limited has informed the Exchange about Copy of Newspaper Publication of the 33rd Annual General Meeting

2026-08-21
Shareholders meeting

2026-08-21 - Allcargo Logistics Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 16, 2026

2026-08-17
Resignation

2026-08-17 - Allcargo Logistics Limited has informed the Exchange regarding Resignation of Mr. Shashi Kiran Shetty as Director and Chairman of the company w.e.f. August 05, 2026.

2026-08-13
Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-13 - Allcargo Logistics Limited has informed the Exchange about Transcript

News

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