Q2 2026 Allcargo Terminals Ltd Earnings Call Transcript

Nov 5, 2025 / 05:30 AM GMT

Release Date Price: ₹30.07 (-4.53%)

Transcript

Key Points

Positve

Allcargo Terminals Ltd (BOM:543954) reported a 12% growth in total volume handled in Q2 FY26 compared to the previous quarter.
Revenue for Q2 FY26 increased by 11% over the last quarter, indicating strong financial performance.
EBITDA excluding other income grew by 17% over the last quarter, showcasing improved operational efficiency.
The company has commenced capacity expansion programs, including projects in JNPT and Mundra, which are expected to drive future growth.
Allcargo Terminals Ltd (BOM:543954) prepaid loans worth INR 40 crores in September and an additional INR 30 crores in October, reflecting strong cash flow management.

Negative

Net profit for Q2 FY26 remained flat compared to the same period last year, indicating challenges in profit growth.
The company plans to raise funds through a rights issue, which may dilute existing shareholder value.
Despite the growth in volumes, the net profit for H1 FY26 was slightly lower than the previous year, highlighting margin pressures.
The expansion projects in Mundra and Chennai are expected to take time to reach full capacity utilization, potentially delaying returns on investment.
The company faces risks from geopolitical uncertainties and trade tensions, which could impact future performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALLC.NS - Allcargo Terminals Ltd
Q2 2026 Allcargo Terminals Ltd Earnings Call
Nov 06, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to All Cargo Terminals Limited Q2 and H1SY 26 earnings conference call.

As a reminder, all participant lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sush Salmond from Stellar IR Advisors.

Thank you and over to you, sir.

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Unidentified_2 [2]
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