Synopsis:
Allcargo Terminals jumped sharply after the company disclosed robust container handling volumes. Its CFS volumes went up to 59.7k TEUs in September 2025, which is 18% higher YoY and 5% QoQ, indicating that the growth is becoming more and more consistent.
The shares of one of the largest Container Freight Station Operators in India are in focus after giving a key business update about its terminals. In this article, we will dive more into the details.
With a market capitalization of Rs 932 crore, the shares of Allcargo Terminals Ltd made a day high of Rs 38.69 per share, up by 15 percent from its previous day closing price of Rs 33.78 per share. In the last one year, the stock has corrected by 9 percent, as compared to the NIFTY 50’s return of 2.4 percent.
About the Announcement
Allcargo Terminals announced that its CFS volumes reached 59.7 thousand TEUs in September 2025, growing 18 percent compared to September 2024 and 5 percent to August 2025, respectively.
Monthly volumes have seen a mixed ride, starting from 50.5 thousand TEUs in September 2024 and going to 59.7 thousand TEUs in September 2025, denoting continuous year-on-year growth. Similarly, quarterly volumes have been steadily increasing from 48.7 thousand TEUs in June 2025 to 59.7 thousand TEUs in September 2025, thus reflecting a strong sequential momentum.
TEU stands for Twenty-foot Equivalent Unit, which is a standard way to measure shipping containers. One TEU equals a 20-foot container, so a 40-foot container counts as 2 TEUs.
For Allcargo Terminals, higher TEU volumes mean more containers are being handled at their terminals. This directly increases revenue because the company earns money for handling, storing, and moving these containers.
Higher volumes can also improve profit if operations are efficient, as the company can spread fixed costs like rent, equipment, and salaries over more containers. However, more containers can also mean higher variable costs, such as labor and maintenance.
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Financial Highlights
The company’s’ revenue for Q1 FY26 came in at Rs 187.25 crore, registering a 1.2 percent decline from Rs 189.64 crore in the same quarter last year. Coming to its profitability, the company reported a net profit decline of 5 percent to Rs 9.11 crore in Q1 FY26 as compared to Rs 9.55 crore in Q1 FY25.
The stock has delivered an ROE and ROCE of 12.98 percent and 11.59 percent respectively, and is currently trading at a P/E of 29x as compared to its industry P/E of 27x.
Allcargo Terminals is an Indian logistics company that specializes in handling and managing import and export container traffic through a network of Container Freight Stations (CFS) and Inland Container Depots (ICDs). The company was demerged from Allcargo Logistics Limited in 2023 and operates as an independent, publicly listed entity.
Written by Satyajeet Mukherjee
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