Synopsis:
Allcargo Terminals’ August CFS volumes rose nine percent sequentially to 56.8k TEUs; stock surged to an intraday high of Rs. 33.57, marking an increase of 18.53 percent.
The logistics sector is witnessing momentum as a micro-cap player reported steady growth in its cargo handling business. August volumes rose sequentially and year-on-year, signaling strong operational traction at a time when demand for containerized cargo services is on the rise.
Allcargo Terminals Limited, with a market capitalization of Rs. 778.87 crore, saw its stock open at Rs. 28.26 against a previous close of Rs. 28.32. The shares touched an intraday high of Rs. 33.57, marking an increase of 18.53 percent from the last close.
The company’s Container Freight Station (CFS) volumes stood at 56.8 thousand TEUs in August 2025. This reflected a nine percent rise compared to July 2025 and a six percent growth over the same month in 2024. The performance underlines improving utilization levels and continued demand at its strategically located facilities.
Operational Highlights
Allcargo Terminals plays a critical role within the Allcargo Group, offering CFS, ICD, and warehousing services that complement India’s EXIM trade growth. It maintains an asset-light strategy with six CFSs at JNPT, Chennai, Mundra, and Kolkata, alongside one ICD in Dadri in partnership with CONCOR. The installed capacity stands at 800,000 TEUs, with current utilization at around ninety percent.
The company has positioned itself as a pan-India leader with best-in-class multimodal facilities located closest to India’s largest ports. With more than 2,350 employees, including 355 on-roll staff and over 2,000 contract workers. ATL also holds leadership positions at JNPT and Mundra while ranking among the top three CFS operators in Chennai and Kolkata.
Its portfolio of services covers containerized cargo, break bulk, reefer monitoring, bonded and non-bonded warehousing, hazardous cargo handling, direct port delivery, ISO tank operations, and specialized over-dimensional cargo movement. The company’s focus on economies of scale and customer-centric services has enabled it to deliver strong profitability metrics and maintain an industry-leading Net Promoter Score of 65.
Key Initiatives for Growth
The company is strategically expanding its presence through multiple initiatives. It has invested Rs. 115 crore to acquire a 7.6 percent stake in HORCL, which is executing the HORC project to connect Farukhnagar with the Dedicated Freight Corridor, thus enabling modal shift from road to rail. Expansion of ICD capacity at Jhajjar and additional land acquisitions in Mundra (60 acres) and Mumbai (25 acres) further strengthen growth prospects.
Synergies across the Allcargo Group are also being leveraged. TransIndia Real Estate supports land and infrastructure development, while contract logistics operations are scaling up bundled CFS-warehouse solutions. Complementary services from global consolidation businesses like NVOCC and ECU Worldwide reinforce ATL’s position across the logistics chain.
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Management Commentary
In its Q1FY26 investor presentation, the management noted, “We have started FY2026 on a strong footing. Momentum for our three-year strategic plan is building with capacity being added in key markets like JNPA and Mundra, in line with our vision to handle one million TEUs.”
The company emphasized its focus on driving volumes while sustaining profitability, supported by steady improvements in EBITDA per TEU and a digital-first, customer-centric approach.
Capacity Expansion
Recent updates include the renewal of the CWC Mundra contract with an additional 50,000 TEUs capacity, a 25-acre expansion at JNPT adding 170,000 TEUs, and a strategic investment in HORCL. These initiatives together represent a planned sixty-five percent capacity increase over the next three years.
Financial Snapshot
On a sequential basis, revenue grew from Rs. 185.93 crore to Rs. 187.25 crore, a rise of 0.7 percent. Operating profit increased from Rs. 33.53 crore to Rs. 34.61 crore, up 3.2 percent. Profit before tax advanced from Rs. 9.47 crore to Rs. 13.52 crore, a growth of 42.8 percent. The company swung to a net profit of Rs. 9.11 crore from a loss of Rs. 2.41 crore in the previous quarter.
On a year-on-year comparison, revenue moderated slightly from Rs. 189.64 crore to Rs. 187.25 crore, down 1.3 percent. Operating profit, however, rose from Rs. 30.02 crore to Rs. 34.61 crore, up 15.3 percent.
Profit before tax climbed from Rs. 11.48 crore to Rs. 13.52 crore, an increase of 17.8 percent. Net profit was marginally lower at Rs. 9.11 crore compared to Rs. 9.55 crore in the same quarter last year, a decline of 4.6 percent.
About the Company
Allcargo Terminals Limited was demerged from Allcargo Logistics and listed as an independent entity in August 2023. With one of India’s widest CFS networks, the company operates at key locations including Nhava Sheva JNPT, Mundra, Chennai, and Kolkata.
Its digital platform, myCFS, enables seamless, contactless cargo handling. Certified under OHSAS, ISO, and GSV standards, ATL remains well positioned to scale its presence further through multimodal logistics parks and related ventures.
Conclusion
Allcargo Terminals Limited has shown steady growth in its volumes and strong operational performance. With ongoing capacity expansions, strategic investments, and a focus on efficient, customer-centric services, the company is well placed to continue its growth trajectory while supporting India’s rising containerized cargo demand and strengthening its position in the logistics sector.
Written By Manan Gangwar
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