Allcargo Logistics Ltd
Incorporated in 1993, Allcargo Logistics provides integrated logistics solutions and offers specialized logistics services across multimodal transport operations, inland container depot, container freight station operations, contract logistics operations and project and engineering solutions[1]
Weaknesses
- −Company has low interest coverage ratio.
- −The company has delivered a poor sales growth of 2.70% over past five years.
- −Company has a low return on equity of 7.76% over last 3 years.
- −Contingent liabilities of Rs.572 Cr.
- −Promoter holding has decreased over last 3 years: -29.6%
Shareholding Pattern
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 63.65% | 63.37%▼0.3 | 63.28%▼0.1 | 63.28% | 63.28% | 63.28% | 40.49%▼22.8 | 40.28%▼0.2 |
| FIIs | 10.77% | 10.99%▲0.2 | 10.9%▼0.1 | 11.17%▲0.3 | 8.83%▼2.3 | 8.83% | 8.2%▼0.6 | 7.27%▼0.9 |
| DIIs | 2.84% | 2.75%▼0.1 | 2.25%▼0.5 | 2.23%▼0.0 | 2.25%▲0.0 | 2.25% | 3.17%▲0.9 | 2.29%▼0.9 |
| Public | 22.73% | 22.87%▲0.1 | 23.57%▲0.7 | 23.31%▼0.3 | 25.62%▲2.3 | 25.62% | 48.14%▲22.5 | 50.15%▲2.0 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 402 | 486 | 526 | 0 | 518 | 513 | 0 | 537 | 516 | 514 |
| Expenses | 394 | 488 | 509 | 1 | 456 | 470 | 0 | 475 | 455 | 453 |
| Operating Profit | 8 | -2 | 17 | -1 | 62 | 43 | 0 | 62 | 61 | 61 |
| OPM % | 2% | 0% | 3% | 0% | 12% | 8% | 0% | 12% | 12% | 12% |
| Net Profit | 3 | -13 | 3 | 4 | -7 | 24 | -5 | 8 | -1 | 19 |
| EPS ₹ | 0.03 | -0.13 | 0.03 | 0.04 | -0.07 | 0.24 | -0.05 | 0.08 | -0.01 | 0.13 |
AI Insights
Mar 2026 revenue at ₹2,058Cr, down 17.2% YoY. OPM at 11%.
Borrowings at ₹693Cr. Debt-to-equity ratio: 2.55x. High leverage — monitor closely.
CWIP at ₹1Cr (0% of fixed assets). Moderate ongoing capital expenditure.
DIIs: 2.29% (-0.37pp change). FIIs: 7.27% (-3.55pp change). Promoters hold 40.28%.
ROCE declining from 10% (Mar 2015) to 4% (Mar 2026). Working capital days: -17.
PE 634x with 3.91% ROCE. Price is 121% above book value of ₹3.82. Dividend yield: 13%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome 1d - Audio recording of Q4 FY2026 earnings call held May 15, 2026 is available on company website.
- Announcement under Regulation 30 (LODR)-Newspaper Publication 1d - Newspaper Advertisement for Special Window for Re-lodgement of transfer requests of physical shares
- Announcement under Regulation 30 (LODR)-Newspaper Publication 1d - Newspaper Publication pertaining to Audited (Standalone and Consolidated) Financial Results for the fourth quarter and financial year ended on March 31, 2026
- Announcement under Regulation 30 (LODR)-Investor Presentation 2d
- Board Meeting Outcome for Outcome For The Board Meeting Held Today On Thursday, May 14, 2026 14 May - Board approved audited Q4/FY26 results, unmodified audit opinion, director continuation, and AGM on September 16, 2026.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse