Synopsis: Allcargo Terminals jumps 14.5% after reporting Q3FY26 sales of Rs. 218 crore, net profit increase of 27% YoY, is driving expansions at JNPT, Mundra, Chennai, and Farukhnagar, aiming for Rs. 1,400 crore revenue by FY30.
The shares of this company offers widest CFS networks and specialise in Container Freight Stations (CFS), Inland Container Depots (ICD), operating at strategic locations are in the spotlight after it rose by upto 15% in today’s market session following its Q3 results with 27 percent of net profit growth and a revenue outlook of Rs. 1,400 crore by FY30.
With a market capitalisation of Rs. 667.71 cr, the shares of Allcargo Terminals Ltd were trading at Rs. 26.49 per share, increasing 14.5% in today’s market session, making a high of Rs. 28.79, up from its previous close of Rs. 25.14 per share.
Q3 Results
For Q3FY26, Allcargo Terminals showed a steady improvement compared to Q2FY26. Sales increased from Rs. 207 crore to Rs. 218 crore, reflecting a growth of 5% QoQ. EBITDA rose from Rs. 40.3 crore to Rs. 42.6 crore, up 6%, indicating better operating efficiency. Net profit jumped from Rs. 11.3 crore to Rs. 15.0 crore, marking a significant 32.7% increase. EPS also improved from Rs. 0.39 to Rs. 0.51, a 30.8% rise.
Compared to Q3FY25, Allcargo Terminals delivered robust YoY growth. Sales increased from Rs. 187 crore to Rs. 218 crore, a 17% rise. EBITDA grew from Rs. 32.5 crore to Rs. 42.6 crore, up 31% YoY, highlighting improved profitability. Net profit went up from Rs. 11.8 crore to Rs. 15.0 crore, showing a 27% increase. EPS increased from Rs. 0.41 to Rs. 0.51, a 24% growth, reflecting healthy earnings expansion over the year.
Management Commentary
Suresh Kumar R, Managing Director of Allcargo Terminals Limited, stated that in Q3FY26, the company achieved an 18% year-on-year growth in volumes, driven by the early benefits of its three-year strategic plan, which included capacity addition at JNPA in Q2FY26 and renewal of the contract with CWC Mundra at the start of the year.
He also expressed confidence in the long-term prospects of CFS and ICD operations in India, especially amid evolving global trade dynamics, with recent trade agreements with the European Union and the United States expected to boost manufacturing activity and EXIM trade.
Expansion Plans of the company
Allcargo Terminals is driving growth through a series of strategic expansion projects with a cumulative CAPEX of over Rs. 400 crore. The JNPT expansion (Aug 2025) added 1.7 lakh TEUs, increasing market share from 12% to 15%.
The Mundra New CFS (FY27) will add 2.5 lakh TEUs capacity in a 60-acre facility, becoming the largest CFS in Mundra with operational efficiencies. The Chennai proposed facility (FY27) will add 1.7 lakh TEUs near key ports, supporting Chennai’s manufacturing hub.
Finally, the Farukhnagar ICD (FY28) with 1.2 lakh TEUs capacity targets key industrial areas and includes in-house rail haulage capability, strengthening the company’s northern India presence.
Future Outlook
Allcargo Terminals has set ambitious “Aspiration 2030” targets, aiming to grow its cargo volume from 6.8 lakh TEUs in FY25 to 1 million TEUs by FY30E, revenue from Rs. 758 crore to Rs. 1,400 crore, and EBITDA from Rs. 128 crore to Rs. 275 crore.
The company plans to achieve this through strategic capacity additions at JNPA, Mundra, and Chennai, strengthening its presence in northern India, leveraging rail-linked ICDs, and focusing on commercial and operational excellence including sales intensity, digital enablement, yield management, and customer satisfaction aligned with ESG goals.
In conclusion, Allcargo Terminals is on a strong growth trajectory to potentially achieve its Rs. 1,400 crore revenue target by FY30. With robust Q3FY26 performance, rising sales and EBITDA with strategic expansions at JNPT, Mundra, Chennai, and Farukhnagar, the company is steadily increasing capacity and market share.
Along with plans to boost volumes, operational efficiency, and customer focus, Allcargo’s roadmap suggests that reaching this ambitious milestone is realistic if trade and market conditions remain favourable.
Allcargo Terminals Limited (ATL) demerged from Allcargo Logistics, an India-born global leader in multimodal logistics solutions. It offers India’s widest CFS networks and specialises in Container Freight Stations (CFS) and Inland Container Depots (ICD), operating at the strategic locations of Nhava Sheva JNPT, Mundra, Chennai, and Kolkata.
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