Allcargo Logistics（532749）株式概要Allcargo Logistics Limited はインド、米国、極東、ヨーロッパ、そして国際的に総合物流ソリューションを提供している。 詳細532749 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績1/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より93%で取引されている 収益は年間64.14%増加すると予測されています リスク分析過去5年間で収益は年間43.7%減少しました。 過去1年間で株主の希薄化は大幅に進んだ 不安定な配当実績 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る532749 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹8.7337.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0245b2016201920222025202620282031Revenue ₹245.2bEarnings ₹714.7mAdvancedSet Fair ValueView all narrativesAllcargo Logistics Limited 競合他社TCI ExpressSymbol: NSEI:TCIEXPMarket cap: ₹19.4bWestern Carriers (India)Symbol: NSEI:WCILMarket cap: ₹9.3bS J Logistics (India)Symbol: NSEI:SJLOGISTICMarket cap: ₹5.2bSindhu Trade LinksSymbol: BSE:532029Market cap: ₹37.2b価格と性能株価の高値、安値、推移の概要Allcargo Logistics過去の株価現在の株価₹8.7352週高値₹38.3752週安値₹7.10ベータ0.511ヶ月の変化-6.53%3ヶ月変化13.08%1年変化-75.44%3年間の変化-87.78%5年間の変化-75.69%IPOからの変化-47.89%最新ニュースNew Risk • Jun 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 44% per year over the past 5 years. Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.038 (down from ₹0.35 in FY 2025). Revenue: ₹20.9b (down 87% from FY 2025). Net income: ₹60.0m (down 82% from FY 2025). Profit margin: 0.3% (up from 0.2% in FY 2025). Revenue missed analyst estimates by 87%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 64% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • May 15Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026.New Risk • May 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹9.49b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (₹9.49b market cap, or US$99.8m).New Risk • Apr 26New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Logistics industry in India. Total loss to shareholders of 85% over the past three years.最新情報をもっと見るRecent updatesNew Risk • Jun 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 44% per year over the past 5 years. Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.038 (down from ₹0.35 in FY 2025). Revenue: ₹20.9b (down 87% from FY 2025). Net income: ₹60.0m (down 82% from FY 2025). Profit margin: 0.3% (up from 0.2% in FY 2025). Revenue missed analyst estimates by 87%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 64% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • May 15Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026.New Risk • May 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹9.49b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (₹9.49b market cap, or US$99.8m).New Risk • Apr 26New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Logistics industry in India. Total loss to shareholders of 85% over the past three years.お知らせ • Mar 26ECU Worldwide Unveils XLERATE 2.0 ExpansionECU Worldwide, Allcargo Globals’ wholly-owned global subsidiary, has announced a strategic expansion of its transformative logistics solution, XLERATE 2.0, to provide a high-speed and resilient alternative to Asia-to-Europe trade lanes facing transit disruptions. Under this alternative routing, cargo is transported across the Pacific to the US West Coast, using Los Angeles (LAX) as a temporary hub. The solution leverages XLERATE 2.0’s premium, time-definite ocean services, ensuring greater transit agility and continuity. XLERATE 2.0 offers two distinct shipping solutions from China and Vietnam, providing shippers with flexibility as traditional trade arteries remain impacted by shifts in global logistics. These changes have led to reduced overall capacity and the disruption of standard sea–air services via conventional transit points. For clients with established trans-Atlantic air freight agreements, the LAX Hand-off model ensures that cargo from major ports such as Shanghai (11 days), Ningbo (13 days), Shenzhen (13 days), Haiphong (17 days), and Ho Chi Minh City (20 days) is rapidly deconsolidated and released at the LAX Empire Warehouse within 48 hours of vessel arrival, enabling seamless onward air forwarding to Europe. For those seeking a fully integrated solution, the Seamless End-to-End Express service offers an ECU-managed corridor that combines premium LCL ocean consolidation with priority air freight injection. Following a rapid, managed transfer at the LAX Gateway, cargo is delivered to major European airports within 5 to 6 days of vessel arrival in LAX—delivering near-air transit performance without the standard premium air freight costs. This service expansion leverages ECU Worldwide’s extensive US network, spanning 30 strategic locations. With XLERATE 2.0, shippers now have a resilient, multi-modal alternative that ensures time-sensitive cargo reach Europe with speed and predictability.New Risk • Feb 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (20% average weekly change). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).Reported Earnings • Feb 07Third quarter 2026 earnings released: ₹0.01 loss per share (vs ₹0.099 profit in 3Q 2025)Third quarter 2026 results: ₹0.01 loss per share (down from ₹0.099 profit in 3Q 2025). Revenue: ₹5.19b (down 87% from 3Q 2025). Net loss: ₹10.0m (down 110% from profit in 3Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.お知らせ • Jan 24Allcargo Global Limited Announces Appointment of Vaishnav Shetty as Deputy Managing Director and Induction into Board of Directors, Effective January 21, 2026Allcargo Global Limited announced the appointment of Vaishnav Shetty as Deputy Managing Director, with immediate effect 21 January 2026. He has also been inducted as a member of the Board of Directors of Allcargo Global Limited. Vaishnav Shetty, son of Allcargo Group Founder and Chairman Shashi Kiran Shetty, will work with Adarsh Hegde, Managing Director, Allcargo Global Limited. The appointment has been approved by the Board of Directors and comes during the Group's ongoing restructuring, under which its businesses are being reorganised into four independent entities. As part of this process, the International Supply Chain business has been demerged into Allcargo Global Limited, which is proposed to be listed.New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 52% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).Board Change • Dec 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. MD & CEO Ketan Kulkarni was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹12.86, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Logistics industry in India. Total loss to shareholders of 84% over the past three years.Reported Earnings • Nov 18Second quarter 2026 earnings released: ₹0.04 loss per share (vs ₹0.34 profit in 2Q 2025)Second quarter 2026 results: ₹0.04 loss per share (down from ₹0.34 profit in 2Q 2025). Revenue: ₹5.50b (down 87% from 2Q 2025). Net loss: ₹50.0m (down 115% from profit in 2Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Nov 11Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹33.88. The fair value is estimated to be ₹43.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Nov 11ECU Worldwide Expands Digital Capabilities with Neutral FCL Services in the U.S. Via ECU360ECU Worldwide, Allcargo Logistics' wholly owned global subsidiary, a leader in LCL consolidation, has launched its Digital neutral Full Container Load (FCL) product for the U.S. market, on ECU360, an indigenous digital booking platform. Available on ECU360, ECU Worldwide's advanced proprietary digital booking platform, the one-of-its-kind service enables customers to access instant quotes, real-time shipment tracking, streamlined documentation with automated paperwork and eco-friendly shipping options. The company had earlier introduced a digital export neutral FCL product for the U.S., and with the latest enhancement, it now offers both export and import neutral FCL services digitally. ECU Worldwide now excels in offering an integrated, multimodal global supply chain solution with a robust digital technology backbone. The company has plans to roll out the neutral FCL digital product in other countries by 2026. ECU360 now empowers customers to search and compare both import and export FCL rates across a wide range of carriers, prices, and sailings. The platform provides comprehensive rate visibility, including local carrier charges, surcharges, and door-to-door pricing wherever applicable.お知らせ • Oct 23Allcargo Group Appoints Punit Misra as President - Chairman Office & Chief Business OfficerAllcargo Group has appointed Punit Misra as President - Chairman Office & Chief Business Officer, Allcargo Group. In this crucial role, Misra will work closely with Shashi Kiran Shetty, Founder and Chairman, Allcargo Group to strengthen institution-building efforts and driving the long-term sustainability of businesses for the benefit of all stakeholders. Misra will report to Shetty and will be based out of Mumbai. Misra brings in three decades of leadership experience across the media, entertainment, and FMCG sectors. Before joining Allcargo Group, he held leadership positions at Zee Entertainment Enterprises Ltd. (ZEEL) including CEO of India Broadcast Business, President of Content (Broadcast & Zee5 Digital), and President of International Business. Prior to that, he was with Hindustan Unilever Limited (HUL), where he worked across leadership roles in Brand and Category management, and served in HUL's management committee as Executive Director & Vice President - Customer Development for India and South Asia.Buy Or Sell Opportunity • Oct 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to ₹34.15. The fair value is estimated to be ₹44.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Sep 02+ 1 more updateAllcargo Logistics Limited to Report Q4, 2026 Results on May 30, 2026Allcargo Logistics Limited announced that they will report Q4, 2026 results on May 30, 2026お知らせ • Sep 01Allcargo Logistics Limited to Report Q2, 2026 Results on Nov 14, 2025Allcargo Logistics Limited announced that they will report Q2, 2026 results on Nov 14, 2025New Risk • Aug 16New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 19% per year over the past 5 years.New Risk • Aug 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 19% per year over the past 5 years.お知らせ • Aug 13Allcargo Logistics Limited, Annual General Meeting, Sep 24, 2025Allcargo Logistics Limited, Annual General Meeting, Sep 24, 2025, at 15:00 Indian Standard Time.Buy Or Sell Opportunity • Aug 13Now 24% undervaluedOver the last 90 days, the stock has risen 9.6% to ₹34.06. The fair value is estimated to be ₹44.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Aug 06Allcargo Logistics Limited to Report Q1, 2026 Results on Aug 12, 2025Allcargo Logistics Limited announced that they will report Q1, 2026 results on Aug 12, 2025Buy Or Sell Opportunity • Jul 25Now 20% undervaluedOver the last 90 days, the stock has risen 16% to ₹34.41. The fair value is estimated to be ₹43.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 86%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Board Change • Jul 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Dinesh Lal was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Jul 03Now 20% undervaluedOver the last 90 days, the stock has risen 18% to ₹34.13. The fair value is estimated to be ₹42.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 86%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Price Target Changed • Jun 23Price target decreased by 27% to ₹43.33Down from ₹59.00, the current price target is an average from 3 analysts. New target price is 30% above last closing price of ₹33.31. Stock is down 45% over the past year. The company is forecast to post earnings per share of ₹1.90 for next year compared to ₹0.36 last year.New Risk • Jun 07New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 9.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).New Risk • Jun 04New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 9.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).Reported Earnings • May 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.36 (down from ₹1.52 in FY 2024). Revenue: ₹160.2b (up 22% from FY 2024). Net income: ₹340.2m (down 77% from FY 2024). Profit margin: 0.2% (down from 1.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Mar 29Allcargo Logistics Limited Announces Appointment of Swati Singh Company Secretary and Compliance OfficerAllcargo Logistics Limited announced that the Board of Directors of the Company has at its meeting held on March 29, 2025, inter alia, approved Appointment of Mrs. Swati Singh as Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company effective March 29, 2025. Brief profile: Mrs. Swati Singh has a rich experience of around nineteen years working in secretarial, compliance and corporate governance practices. She has worked in different industries in Indian as well as multinational companies. She is a Company Secretary, and a law graduate from Mumbai University. She has also done Masters in Business Administration (MBA) from NMIMS Global Access School for Continuing Education. She has honed her management skills by working with conglomerates like InterGlobe Aviation, Aditya Birla Group, VFS Global and WNS.お知らせ • Feb 18Allcargo Logistics Limited Announces Resignation of Devanand Mojidra as Company Secretary and Compliance OfficerAllcargo Logistics Limited announced that Mr. Devanand Mojidra, Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company, has submitted his resignation to pursue an alternate career opportunity outside the Organization with effect from close of business hours on February 17, 2025.New Risk • Feb 17New major risk - Revenue and earnings growthEarnings have declined by 2.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Earnings have declined by 2.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).New Risk • Feb 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).Buy Or Sell Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to ₹34.21. The fair value is estimated to be ₹43.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 72%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 473% in the next 2 years.Price Target Changed • Nov 25Price target decreased by 9.3% to ₹78.33Down from ₹86.33, the current price target is an average from 3 analysts. New target price is 50% above last closing price of ₹52.15. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹1.30 for next year compared to ₹1.52 last year.Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹0.34 (vs ₹0.22 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.34 (up from ₹0.22 in 2Q 2024). Revenue: ₹43.2b (up 31% from 2Q 2024). Net income: ₹331.1m (up 52% from 2Q 2024). Profit margin: 0.8% (up from 0.7% in 2Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Oct 18Allcargo Logistics Limited Approves an Interim Dividend for the Financial Year 2024-2025Allcargo Logistics Limited announced that at its board meeting held on October 18, 2024 have approved payment of an interim dividend of INR 1.10 that is (55%) per equity share of INR 2 each for financial year 2024-2025. As intimated earlier, the company has fixed October 26, 2024 as record date to ascertain the eligibility of shareholders who are entitled for the interim dividend.お知らせ • Sep 27Allcargo Logistics Limited Approves Final Dividend for the Financial Year Ended March 31, 2024Allcargo Logistics Limited announced that at the AGM held on September 26, 2024, approved final dividend of INR 1/- (i.e. 50%) per equity share of INR 2/- each recommended by the Board of Directors of the Company at its meeting held on May 25, 2024, for the Financial Year ended March 31, 2024.Upcoming Dividend • Sep 11Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 25 September 2024. Trailing yield: 1.5%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.8%).Buy Or Sell Opportunity • Sep 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.5% to ₹71.09. The fair value is estimated to be ₹58.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to grow by 5.7% in a year. Earnings are forecast to grow by 570% in the next year.お知らせ • Sep 05+ 2 more updatesAllcargo Logistics Limited to Report Q2, 2025 Results on Nov 14, 2024Allcargo Logistics Limited announced that they will report Q2, 2025 results on Nov 14, 2024お知らせ • Sep 02Allcargo Logistics Limited, Annual General Meeting, Sep 26, 2024Allcargo Logistics Limited, Annual General Meeting, Sep 26, 2024, at 14:00 Indian Standard Time.Buy Or Sell Opportunity • Aug 20Now 29% overvaluedOver the last 90 days, the stock has fallen 4.6% to ₹67.30. The fair value is estimated to be ₹52.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to grow by 0.2% in a year. Earnings are forecast to grow by 617% in the next year.New Risk • Aug 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.3x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).Reported Earnings • Aug 14First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: ₹0.05 (down from ₹1.25 in 1Q 2024). Revenue: ₹38.3b (up 17% from 1Q 2024). Net income: ₹53.7m (down 96% from 1Q 2024). Profit margin: 0.1% (down from 3.7% in 1Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 83%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Aug 07Allcargo Logistics Limited to Report Q1, 2025 Results on Aug 13, 2024Allcargo Logistics Limited announced that they will report Q1, 2025 results on Aug 13, 2024Reported Earnings • May 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹1.52 (down from ₹6.41 in FY 2023). Revenue: ₹132.7b (down 27% from FY 2023). Net income: ₹1.50b (down 76% from FY 2023). Profit margin: 1.1% (down from 3.5% in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • May 26Allcargo Logistics Limited Recommends Final Dividend for the Financial Year Ended March 31, 2024The board of directors of Allcargo Logistics Limited at its Meeting held on May 25, 2024 recommended a final Dividend of INR 1 i.e. (50%) per equity share of INR 2/- each on 98,27,82,096 Equity Shares for the financial year ended March 31, 2024, which is subject to the approval of the shareholders.お知らせ • May 22Allcargo Logistics Limited to Report Q4, 2024 Results on May 25, 2024Allcargo Logistics Limited announced that they will report Q4, 2024 results at 4:00 PM, Indian Standard Time on May 25, 2024お知らせ • Apr 05Allcargo Appoints Ketan Kulkarni as Chief Growth OfficerAllcargo Group has appointed Ketan Kulkarni as its new Chief Growth Officer. Kulkarni will lead the Marketing and Enterprise Account strategy of the Group. He will report to Shashi Kiran Shetty, Founder and Chairman, Allcargo Group. In his new role the logistics and supply chain industry veteran will closely work with the Chairman's office to strengthen the overall growth and operational efficiency at Allcargo Group. He will lead the process of stakeholder value creation across multiple businesses through periodic engagement with the respective leadership teams of Allcargo ECU (as per proposed scheme of arrangement, the international supply chain business will be demerged into Allcargo ECU, subject approvals), Allcargo Gati, Allcargo Supply Chain and Allcargo Terminals. In addition, Kulkarni will also be responsible for managing investor relations on behalf of Allcargo Group's key management professionals such as MDs, CFOs and Group CFO with a focus on shareholder value creation. In addition, he will drive Group wide global and domestic partnerships in addition to the existing engagements, nurturing existing customer relationships and cultivating new ones. He will lead the Marketing and Enterprise Account strategy of the Group. He will report to Shashi Kiran Shetty, Founder and Chairman, Allcargo Group. The company says Kulkarni comes to Allcargo Group with over three decades of diversified experiences and a track record spanning multiple sectors such as logistics, consumer durables, FMCG and beverages. Before joining Allcargo Group, he worked with Blue Dart Express (DHL Group) as Chief Commercial Officer.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹69.15, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Logistics industry in India. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹72.89 per share.お知らせ • Mar 01Capt. Sandeep Anand Ceased to Be Chief Executive Officer (Designated as Chief Marketing Officer) of Allcargo Logistics LimitedAllcargo Logistics Limited announced that Capt. Sandeep Anand ceased to be the Chief Executive Officer (Designated as Chief Marketing Officer) pursuant to his retirement with effect from close of business hours of February 29, 2024.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹85.20, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 32x in the Logistics industry in India. Total returns to shareholders of 266% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹72.40 per share.Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹0.11 (vs ₹1.26 in 3Q 2023)Third quarter 2024 results: EPS: ₹0.11 (down from ₹1.26 in 3Q 2023). Revenue: ₹32.1b (down 22% from 3Q 2023). Net income: ₹109.5m (down 91% from 3Q 2023). Profit margin: 0.3% (down from 3.0% in 3Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 13Allcargo Logistics Limited Announces Cessation of Mr. Mahendra Kumar Chouhan as Non-Executive Independent DirectorAllcargo Logistics Limited announced that the term of office of Mr. Mahendra Kumar Chouhan as a Non-Executive Independent Director came to an end on February 10, 2024 and consequently, he ceased to be a Non-Executive Independent Director of the Company with effect from close of business hours of February 10, 2024.お知らせ • Feb 09Allcargo Logistics Limited Approves Appointment of Hetal Gandhi as an Additional Non-Executive Independent DirectorAllcargo Logistics Limited announced that the board of directors have approved the appointment of Mr. Hetal Gandhi as an additional non-executive independent director with effect from February 8, 2024, for a term of 3 (Three) consecutive years, based on the recommendation of the Governance and Nomination & Remuneration Committee. This is to affirm that Mr. Hetal Gandhi has not been debarred from holding the office of director by virtue of any SEBI order or any other such authority. Mr. Hetal Gandhi has experience spanning over 3 decades across the entire spectrum of financial services encompassing private equity, infrastructure development /financing and investing, corporate lending, financial and business re-structuring, mergers and acquisitions, and capital markets. In 2006, Mr. Gandhi co-founded the India Advisory firm for Tano Capital, a mid-market Private Equity Fund manager that successfully invested, across sectors, in companies with growth potential. Mr. Gandhi continues to serve as an Independent Director on the Board of well-known companies, both listed and private. Leveraging on his Private Equity experience, Mr. Gandhi actively contributes in the key areas of strategy, organisation building and execution, thereby helping the companies to scale up significantly. Mr. Gandhi is a certified member of the Institute of Chartered Accountants of India.Buying Opportunity • Jan 01Now 33% undervalued after recent price dropOver the last 90 days, the stock is down 69%. The fair value is estimated to be ₹123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 7.3% in 2 years. Earnings is forecast to grow by 49% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹319, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 31x in the Logistics industry in India. Total returns to shareholders of 235% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹478 per share.Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ₹0.89 (vs ₹8.61 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.89 (down from ₹8.61 in 2Q 2023). Revenue: ₹33.4b (down 37% from 2Q 2023). Net income: ₹218.4m (down 90% from 2Q 2023). Profit margin: 0.7% (down from 4.0% in 2Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 30% per year.お知らせ • Oct 14Allcargo Logistics Limited Announces Resignation of Martin Müller as Non-Executive Independent DirectorAllcargo Logistics Limited announced that Mr. Martin Müller has tendered his resignation from the position of Non-Executive Independent Director of the Company from the closing of business hours on October 13, 2023, due to personal reason and his pre-occupation. Consequently, he will also be stepping down from the position of member from Audit Committee and Risk Management, Finance, Strategy & Legal Committee of the company.お知らせ • Sep 23Allcargo Logistics Limited Approves Interim DividendAllcargo Logistics Limited confirmed the Interim Dividend of INR 3.25/- (i.e.162.50%) per equity share of INR 2/- each declared by the Board of Directors of the Company at its meeting held on March 06, 2023 as final dividend for the Financial Year ended March 31, 2023.Board Change • Sep 14High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Head of Innovations & Non-Executive Director Shloka Shetty was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 31+ 3 more updatesAllcargo Logistics Limited to Report Q4, 2024 Results on May 30, 2024Allcargo Logistics Limited announced that they will report Q4, 2024 results on May 30, 2024お知らせ • Aug 04Allcargo Logistics Limited to Report Q1, 2024 Results on Aug 10, 2023Allcargo Logistics Limited announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • Jul 14Allcargo Logistics Limited Approves Appointment of Shloka Shetty as Non-Executive DirectorAllcargo Logistics Limited approved Appointment of Ms. Shloka Shetty as a Non-Executive Director of the Company.お知らせ • Jul 01Allcargo Logistics Limited Announces Resignation of Parthasarathy Vankipuram Srinivasa as Vice Chairman & Non-Executive Non- Independent DirectorAllcargo Logistics Limited announced that Mr. Parthasarathy Vankipuram Srinivasa (DIN:00125299) ("Mr Parthasarathy") vide letter dated June 30, 2023, has submitted his resignation as Vice Chairman & Non-Executive Non- Independent Director of the Company with effect from the closing of business hours on June 30, 2023.お知らせ • Jun 21+ 1 more updateAllcargo Logistics Limited Announces Board ChangesAllcargo Logistics Limited announced that Mr. Shashi Kiran Shetty has been redesignated as Executive Chairman of the company.お知らせ • May 23Allcargo Logistics Limited to Report Q4, 2023 Results on May 29, 2023Allcargo Logistics Limited announced that they will report Q4, 2023 results on May 29, 2023お知らせ • May 06Allcargo Logistics Limited Approves Appointment of Sivaraman Narayanaswami as Additional Non-Executive Independent DirectorAllcargo Logistics Limited on May 04, 2023 approved the appointment of Mr. Sivaraman Narayanaswami as an Additional Non-Executive Independent Director with effect from May 04, 2023 for a term of 3 years, based on the recommendation of the Governance and Nomination & Remuneration Committee. For period of 3 years with effect from May 04, 2023 i.e. upto May 03, 2026, not liable to retire by rotation in terms of the provisions of the Companies Act, 2013 as amended and the Articles of Association of the Company. Mr. Sivaraman is a Chartered Accountant and a Commerce graduate from St. Joseph's College, Tiruchi. Mr. Sivaraman is a seasoned business leader with close to 40 years of experience as a finance professional and organizational/business leader. During the course of his 40-years journey, he has proved his expertise in strategy, business planning, organization building, capital raising, mergers and acquisitions, and investor relations. His last assignment as Managing Director and Group CEO at ICRA Limited. He promoted 5E Finance Holdings Private Limited (5EF) to set up infrastructure project finance platforms. He held senior positions including as President & Wholetime Director of L&T Finance Holdings Ltd. ("LTFH") and at IL&FS as a COO. He counts as his major achievements in the transformation and growth of LTFH from 2006 to 2016 and the demerger of L&T's cement business. At IL&FS, his responsibilities included asset monetization, creditor engagement and loan restructuring. He initiated a breakthrough solution of setting up an InfrastructureInvestment Trust comprising of all the road assets of the IL&FS Group, which is expected to enhance the overall value realisation by the creditors. His range of accomplishments centre on leading a small company or platforms through transformational growth into admirable organizations and providing exceptional leadership to produce differentiated outcomes. He has a vision of the workplace as a place where employees are partners in the transformation of the company.お知らせ • Feb 07Allcargo Logistics Limited to Report Q3, 2023 Results on Feb 13, 2023Allcargo Logistics Limited announced that they will report Q3, 2023 results at 9:08 AM, Indian Standard Time on Feb 13, 2023お知らせ • Jan 04Allcargo Logistics Limited (NSEI:ALLCARGO) entered into a Share Purchase Agreement to acquire Asiapac Equity Investment Ltd from Atlas Global Trading F.Z.C. for HKD 5 million.Allcargo Logistics Limited (NSEI:ALLCARGO) entered into a Share Purchase Agreement to acquire Asiapac Equity Investment Ltd from Atlas Global Trading F.Z.C. for HKD 5 million on January 4, 2023. The deal is expected to be completed in March 2023.お知らせ • Nov 03Allcargo Logistics Limited to Report Q2, 2023 Results on Nov 09, 2022Allcargo Logistics Limited announced that they will report Q2, 2023 results on Nov 09, 2022お知らせ • Sep 22Allcargo Logistics Limited Approves Interim DividendAllcargo Logistics Limited at its AGM held on September 20, 2022, approved Interim Dividend of INR 3 (i.e.150%) per equity share of INR 2 each declared by the Board of Directors of the Company at its meeting held on March 16, 2022 as final dividend for the Financial Year ended March 31, 2022.お知らせ • Aug 27Allcargo Logistics Limited, Annual General Meeting, Sep 20, 2022Allcargo Logistics Limited, Annual General Meeting, Sep 20, 2022, at 14:30 Indian Standard Time.お知らせ • Aug 06Allcargo Logistics Limited to Report Q1, 2023 Results on Aug 10, 2022Allcargo Logistics Limited announced that they will report Q1, 2023 results on Aug 10, 2022お知らせ • Jul 02Allcargo Logistics Limited Announces Appointment of Mr. Nilesh Vikamsey, Effect from June 30, 2022Allcargo Logistics Limited informed that the Board of Directors on June 30, 2022 have approved the appointment of Mr. Nilesh Vikamsey (DIN: 00031213) as an Additional Non-Executive Independent Director with effect from June 30, 2022 for a term of 2 years, based on the recommendation of the Governance and Nomination & Remuneration Committee. Reason for change Appointment of Mr. Nilesh Shivji Vikamsey as an Additional Director of the Company in the category of Non-Executive, Independent Director. Mr. Vikamsey is member of the Institute of Chartered Accountants of India (ICAI) since 1985, and holds a diploma in Information System Audit (DISA) of the ICAI. Further, Mr. Vikamsey holds a Certificate course on Forensic Accounting and Fraud Detection from ICAI and Business Consultancy Studies Course of Bombay Chartered Accountants Society jointly with Jamnalal Bajaj Institute of Management Studies (JBIMS). Mr. Vikamsey is a senior partner at KKC & Associates LLP (Formerly - Khimji Kunverji & Co LLP) - an 85-year-old Chartered Accountants firm. Mr. Vikamsey is an Independent Director in other Listed & Unlisted Companies & a Committee member of organizations like lndo American Chamber of Commerce, Bombay Chartered Accountants' Society (BCAS), The Chamber of Tax Consultants (CTC). He is a trustee in 'Sayagyi U Ba Khin' Memorial Trust (Vipassana International Academy, lgatpuri) & few educational trusts in Mumbai. He is presently a member of the Advisory Committee on Mutual Funds & also Working Group to review the Role and Eligibility of a Sponsor of a Mutual Fund of Securities and Exchange Board of India (SEBI), and Expert Advisory Committee of Institute of Chartered Accountants of India (ICAI). He is member of Advisory Boards of Blacksoil Group, IC3 Institute & MentorMyBoard. He was the President of ICAI in the past. He was an observer on the Board of International Federation of Accountants and Member of IFAC's Technology Advisory Group. He was the Past Chairman of Federal Bank Limited and member of IRDA. He was the Chairman of SEBl's Qualified Audit Report Committee and member of Corporate Governance Committee chaired by Uday Kotak, Primary Market Advisory Committee and Committee on Disclosures and Accounting Standards (SCODA). He was member of International Auditing and Assurance Standards Board (IAASB) Reference Group for Audits of Less Complex Entities. He is a Speaker/Chairman at various seminars, meetings, lectures held by ICAI & other organizations.お知らせ • Jul 01Allcargo Logistics Limited Announces Cessation of Cynthia Dsouza as Non-Executive Independent DirectorAllcargo Logistics Limited announced that the term of office of Ms Cynthia Dsouza as a Non-Executive Independent Director came to an end on June 29, 2022 and consequently, she ceased to be an Non-Executive Independent Director of the Company with effect from close of business hours of June 29, 2022. Reason for change is Completion of tenure of Ms Cynthia Dsouza, Non-Executive Independent Director of the Company.お知らせ • May 28Allcargo Logistics Limited (BSE:532749) entered into an agreement to acquire 7.6% stake in Haryana Orbital Rail Corporation Limited.Allcargo Logistics Limited (BSE:532749) entered into an agreement to acquire 7.6% stake in Haryana Orbital Rail Corporation Limited on May 26, 2022.お知らせ • May 21Allcargo Logistics Limited to Report Q4, 2022 Results on May 26, 2022Allcargo Logistics Limited announced that they will report Q4, 2022 results on May 26, 2022お知らせ • Feb 12Allcargo Logistics Limited Approves Board AppointmentsAllcargo Logistics Limited informed that the Board of Directors of the Company at its Meeting held on February 11, 2022, considered and approved the appointment of Mr. Mahendra Kumar Chouhan as an Additional Non-Executive Independent Director of the Company with effect from February 11, 2022 for a tenure of 2 years, based on the recommendation of the Nomination and Remuneration Committee. Appointment of Mrs. Radha Ahluwalia as an Additional Non-ExecutiveIndependent Director of the Company with effect from February 11, 2022 for a tenure of 2 years, based on the recommendation of the Nomination and Remuneration Committee.お知らせ • Feb 04Allcargo Logistics Limited to Report Q3, 2022 Results on Feb 11, 2022Allcargo Logistics Limited announced that they will report Q3, 2022 results on Feb 11, 2022お知らせ • Sep 15Allcargo Logistics Abandons Delisting Plan as Shareholders Reject ProposalAllcargo Logistics has dropped plans to delist the company after pubic shareholders voted against the offer to take the company private. The firm led by Shashi Kiran Shetty said it will continue to drive its ambitious growth plans as a listed entity, multiple sources briefed on the plan said. This comes against the backdrop of a strong economic revival and significant growth in the logistics sector over the last one year. “We respect the decision by the shareholders. A lot has changed in the last 12 months, since we launched the delisting offer. The primary purpose of delisting was to facilitate growth of various businesses. It would have been challenging to raise funds for growth one year ago, without restructuring and going private. However, in the current environment, we are confident of driving the company's growth as a listed entity," company sources said. “Allcargo will explore the right steps forward to pursue its growth ambitions so that all stakeholders will benefit from it. We don't have any plans to reinitiate the process for delisting any of our listed entities," the source said, asking not to be named. The process for delisting was announced in August 2020 after the pandemic hit the entire economy and the promoters felt the need to restructure and infuse funds for its growth and investment plans. After changes in regulations, shareholder approval had to be re-initiated and the promoters sought the approval post getting the nod from the board. “All businesses in the group are now undergoing a holistic transformation, with focus on asset-light model and increased stress on digitalisation. The improved performance, driven by strong management across the board, has helped the company efficiently manage its working capital challenges during the crisis period, as well as the funds for acquisitions. The company continues to demonstrate strong performance," he added. Allcargo informed the BSE on Monday that the special resolution for delisting its shares was not passed by public shareholders with the requisite majority till September 10, the last date set for remote e-voting.お知らせ • Mar 17+ 1 more updateAllcargo Logistics Limited Declares Interim DividendAllcargo Logistics Limited declared an Interim Dividend of INR 2.00 (100%) per equity share of face value of INR 2.00 each for the financial year 2020-2021. The Interim Dividend will be paid/dispatched to all equity shareholders of the Company on or after March 24, 2021, whose names are registered as shareholders of the Company as on the record date i.e. March 23, 2021.お知らせ • Mar 16Allcargo Eyes Concor StakeAllcargo Logistics Limited (BSE:532749) is planning to bid for stakes in Container Corporation of India Limited (NSEI:CONCOR) and is in advanced discussions with a foreign investor to partner in the planned purchase. “Of course, we are very interested,” Allcargo Chairman Shashi Kiran Shetty said in an interview. “Concor's business is a natural fit for us. We are looking to tie up with a strategic partner for the bid and are currently in the final stages of selecting the bid partner.” Allcargo is believed to be in advanced stages of talks with a few global private equity firms and is expected to finalise an agreement within the next 10-15 days. Shetty refused to divulge any names. The government is looking to sell 30% of Concor and is expected to shortly invite expressions of interest for the public sector enterprise, the first stage of the bidding process. The pending introduction of a new policy on land leasing by the railway ministry has been delaying the bidding process for Concor. The new policy will slash land leasing rates by half and extend lease periods. Allcargo's rivals such as Gateway Distriparks are also open to bidding for Concor, chairman Prem Kishan Dass Gupta had said recently. If Allcargo's bid is successful, it will be the 13th major investment for the company, which has interests in global freight forwarding, container freight stations, third-party logistics and warehouses.株主還元532749IN LogisticsIN 市場7D-0.9%-0.2%-1.2%1Y-75.4%-10.4%-5.1%株主還元を見る業界別リターン: 532749過去 1 年間で-10.4 % の収益を上げたIndian Logistics業界を下回りました。リターン対市場: 532749は、過去 1 年間で-5.1 % のリターンを上げたIndian市場を下回りました。価格変動Is 532749's price volatile compared to industry and market?532749 volatility532749 Average Weekly Movement6.4%Logistics Industry Average Movement6.8%Market Average Movement7.1%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: 532749 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 532749の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1989557Ketan Kulkarniwww.allcargologistics.comAllcargo Logistics Limited は、インド、米国、極東、欧州、および国際的な総合ロジスティクス・ソリューションを提供している。国際サプライチェーン、エクスプレス・ディストリビューション、コントラクト・ロジスティクスの分野で事業を展開。同社は、コンテナ未満貨物の混載（LCL）、コンテナ満載貨物のフォワーディングなど、船舶を所有しない一般運送事業を行っている。また、デジタル・ロジスティクス・ソリューション、倉庫管理、生産ロジスティクス、エンジニアリング、発注・補充サービス、再利用可能なパッケージング・ソリューション、キッティング、ジャスト・イン・タイム、プル・デリバリーのコンセプトやプリプロダクション・サービスも提供している。さらに、エンド・ツー・エンドのロジスティクス、地上・航空エクスプレス、サプライチェーン・マネジメント、eコマース・ソリューションも提供している。旧社名はオールカーゴ・グローバル・ロジスティクス・リミテッドで、2011年7月にオールカーゴ・ロジスティクス・リミテッドに社名変更した。Allcargo Logistics Limited は 1993 年に設立され、インドのムンバイに本拠を置く。もっと見るAllcargo Logistics Limited 基礎のまとめAllcargo Logistics の収益と売上を時価総額と比較するとどうか。532749 基礎統計学時価総額₹13.05b収益（TTM）₹60.00m売上高(TTM)₹20.58b217.5xPER（株価収益率0.6xP/Sレシオ532749 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計532749 損益計算書（TTM）収益₹20.58b売上原価₹16.64b売上総利益₹3.94bその他の費用₹3.88b収益₹60.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.04グロス・マージン19.14%純利益率0.29%有利子負債／自己資本比率17.8%532749 の長期的なパフォーマンスは？過去の実績と比較を見る配当金12.6%現在の配当利回りn/a配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 18:11終値2026/06/11 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Allcargo Logistics Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Sailesh Raja360 ONE Capital Market Private LimitedHemant PatelAxis Capital LimitedSiddhartha KhemkaCentrum Broking Limited8 その他のアナリストを表示
New Risk • Jun 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 44% per year over the past 5 years. Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.038 (down from ₹0.35 in FY 2025). Revenue: ₹20.9b (down 87% from FY 2025). Net income: ₹60.0m (down 82% from FY 2025). Profit margin: 0.3% (up from 0.2% in FY 2025). Revenue missed analyst estimates by 87%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 64% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026.
New Risk • May 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹9.49b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (₹9.49b market cap, or US$99.8m).
New Risk • Apr 26New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Logistics industry in India. Total loss to shareholders of 85% over the past three years.
New Risk • Jun 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 44% per year over the past 5 years. Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹0.038 (down from ₹0.35 in FY 2025). Revenue: ₹20.9b (down 87% from FY 2025). Net income: ₹60.0m (down 82% from FY 2025). Profit margin: 0.3% (up from 0.2% in FY 2025). Revenue missed analyst estimates by 87%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 64% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026Allcargo Logistics Limited, Annual General Meeting, Sep 16, 2026.
New Risk • May 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹9.49b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (₹9.49b market cap, or US$99.8m).
New Risk • Apr 26New major risk - Revenue and earnings growthEarnings have declined by 35% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 35% per year over the past 5 years. Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Logistics industry in India. Total loss to shareholders of 85% over the past three years.
お知らせ • Mar 26ECU Worldwide Unveils XLERATE 2.0 ExpansionECU Worldwide, Allcargo Globals’ wholly-owned global subsidiary, has announced a strategic expansion of its transformative logistics solution, XLERATE 2.0, to provide a high-speed and resilient alternative to Asia-to-Europe trade lanes facing transit disruptions. Under this alternative routing, cargo is transported across the Pacific to the US West Coast, using Los Angeles (LAX) as a temporary hub. The solution leverages XLERATE 2.0’s premium, time-definite ocean services, ensuring greater transit agility and continuity. XLERATE 2.0 offers two distinct shipping solutions from China and Vietnam, providing shippers with flexibility as traditional trade arteries remain impacted by shifts in global logistics. These changes have led to reduced overall capacity and the disruption of standard sea–air services via conventional transit points. For clients with established trans-Atlantic air freight agreements, the LAX Hand-off model ensures that cargo from major ports such as Shanghai (11 days), Ningbo (13 days), Shenzhen (13 days), Haiphong (17 days), and Ho Chi Minh City (20 days) is rapidly deconsolidated and released at the LAX Empire Warehouse within 48 hours of vessel arrival, enabling seamless onward air forwarding to Europe. For those seeking a fully integrated solution, the Seamless End-to-End Express service offers an ECU-managed corridor that combines premium LCL ocean consolidation with priority air freight injection. Following a rapid, managed transfer at the LAX Gateway, cargo is delivered to major European airports within 5 to 6 days of vessel arrival in LAX—delivering near-air transit performance without the standard premium air freight costs. This service expansion leverages ECU Worldwide’s extensive US network, spanning 30 strategic locations. With XLERATE 2.0, shippers now have a resilient, multi-modal alternative that ensures time-sensitive cargo reach Europe with speed and predictability.
New Risk • Feb 11New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Share price has been highly volatile over the past 3 months (20% average weekly change). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).
Reported Earnings • Feb 07Third quarter 2026 earnings released: ₹0.01 loss per share (vs ₹0.099 profit in 3Q 2025)Third quarter 2026 results: ₹0.01 loss per share (down from ₹0.099 profit in 3Q 2025). Revenue: ₹5.19b (down 87% from 3Q 2025). Net loss: ₹10.0m (down 110% from profit in 3Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 24Allcargo Global Limited Announces Appointment of Vaishnav Shetty as Deputy Managing Director and Induction into Board of Directors, Effective January 21, 2026Allcargo Global Limited announced the appointment of Vaishnav Shetty as Deputy Managing Director, with immediate effect 21 January 2026. He has also been inducted as a member of the Board of Directors of Allcargo Global Limited. Vaishnav Shetty, son of Allcargo Group Founder and Chairman Shashi Kiran Shetty, will work with Adarsh Hegde, Managing Director, Allcargo Global Limited. The appointment has been approved by the Board of Directors and comes during the Group's ongoing restructuring, under which its businesses are being reorganised into four independent entities. As part of this process, the International Supply Chain business has been demerged into Allcargo Global Limited, which is proposed to be listed.
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 52% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.1% net profit margin).
Board Change • Dec 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. MD & CEO Ketan Kulkarni was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹12.86, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 26x in the Logistics industry in India. Total loss to shareholders of 84% over the past three years.
Reported Earnings • Nov 18Second quarter 2026 earnings released: ₹0.04 loss per share (vs ₹0.34 profit in 2Q 2025)Second quarter 2026 results: ₹0.04 loss per share (down from ₹0.34 profit in 2Q 2025). Revenue: ₹5.50b (down 87% from 2Q 2025). Net loss: ₹50.0m (down 115% from profit in 2Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Nov 11Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹33.88. The fair value is estimated to be ₹43.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Nov 11ECU Worldwide Expands Digital Capabilities with Neutral FCL Services in the U.S. Via ECU360ECU Worldwide, Allcargo Logistics' wholly owned global subsidiary, a leader in LCL consolidation, has launched its Digital neutral Full Container Load (FCL) product for the U.S. market, on ECU360, an indigenous digital booking platform. Available on ECU360, ECU Worldwide's advanced proprietary digital booking platform, the one-of-its-kind service enables customers to access instant quotes, real-time shipment tracking, streamlined documentation with automated paperwork and eco-friendly shipping options. The company had earlier introduced a digital export neutral FCL product for the U.S., and with the latest enhancement, it now offers both export and import neutral FCL services digitally. ECU Worldwide now excels in offering an integrated, multimodal global supply chain solution with a robust digital technology backbone. The company has plans to roll out the neutral FCL digital product in other countries by 2026. ECU360 now empowers customers to search and compare both import and export FCL rates across a wide range of carriers, prices, and sailings. The platform provides comprehensive rate visibility, including local carrier charges, surcharges, and door-to-door pricing wherever applicable.
お知らせ • Oct 23Allcargo Group Appoints Punit Misra as President - Chairman Office & Chief Business OfficerAllcargo Group has appointed Punit Misra as President - Chairman Office & Chief Business Officer, Allcargo Group. In this crucial role, Misra will work closely with Shashi Kiran Shetty, Founder and Chairman, Allcargo Group to strengthen institution-building efforts and driving the long-term sustainability of businesses for the benefit of all stakeholders. Misra will report to Shetty and will be based out of Mumbai. Misra brings in three decades of leadership experience across the media, entertainment, and FMCG sectors. Before joining Allcargo Group, he held leadership positions at Zee Entertainment Enterprises Ltd. (ZEEL) including CEO of India Broadcast Business, President of Content (Broadcast & Zee5 Digital), and President of International Business. Prior to that, he was with Hindustan Unilever Limited (HUL), where he worked across leadership roles in Brand and Category management, and served in HUL's management committee as Executive Director & Vice President - Customer Development for India and South Asia.
Buy Or Sell Opportunity • Oct 17Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to ₹34.15. The fair value is estimated to be ₹44.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Sep 02+ 1 more updateAllcargo Logistics Limited to Report Q4, 2026 Results on May 30, 2026Allcargo Logistics Limited announced that they will report Q4, 2026 results on May 30, 2026
お知らせ • Sep 01Allcargo Logistics Limited to Report Q2, 2026 Results on Nov 14, 2025Allcargo Logistics Limited announced that they will report Q2, 2026 results on Nov 14, 2025
New Risk • Aug 16New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 19% per year over the past 5 years.
New Risk • Aug 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 19% per year over the past 5 years.
お知らせ • Aug 13Allcargo Logistics Limited, Annual General Meeting, Sep 24, 2025Allcargo Logistics Limited, Annual General Meeting, Sep 24, 2025, at 15:00 Indian Standard Time.
Buy Or Sell Opportunity • Aug 13Now 24% undervaluedOver the last 90 days, the stock has risen 9.6% to ₹34.06. The fair value is estimated to be ₹44.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Aug 06Allcargo Logistics Limited to Report Q1, 2026 Results on Aug 12, 2025Allcargo Logistics Limited announced that they will report Q1, 2026 results on Aug 12, 2025
Buy Or Sell Opportunity • Jul 25Now 20% undervaluedOver the last 90 days, the stock has risen 16% to ₹34.41. The fair value is estimated to be ₹43.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 86%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Board Change • Jul 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Dinesh Lal was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jul 03Now 20% undervaluedOver the last 90 days, the stock has risen 18% to ₹34.13. The fair value is estimated to be ₹42.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 86%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Price Target Changed • Jun 23Price target decreased by 27% to ₹43.33Down from ₹59.00, the current price target is an average from 3 analysts. New target price is 30% above last closing price of ₹33.31. Stock is down 45% over the past year. The company is forecast to post earnings per share of ₹1.90 for next year compared to ₹0.36 last year.
New Risk • Jun 07New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 9.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).
New Risk • Jun 04New major risk - Revenue and earnings growthEarnings have declined by 9.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Dividend per share is over 5x earnings per share. Cash payout ratio: 111% Earnings have declined by 9.7% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).
Reported Earnings • May 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.36 (down from ₹1.52 in FY 2024). Revenue: ₹160.2b (up 22% from FY 2024). Net income: ₹340.2m (down 77% from FY 2024). Profit margin: 0.2% (down from 1.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Logistics industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 29Allcargo Logistics Limited Announces Appointment of Swati Singh Company Secretary and Compliance OfficerAllcargo Logistics Limited announced that the Board of Directors of the Company has at its meeting held on March 29, 2025, inter alia, approved Appointment of Mrs. Swati Singh as Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company effective March 29, 2025. Brief profile: Mrs. Swati Singh has a rich experience of around nineteen years working in secretarial, compliance and corporate governance practices. She has worked in different industries in Indian as well as multinational companies. She is a Company Secretary, and a law graduate from Mumbai University. She has also done Masters in Business Administration (MBA) from NMIMS Global Access School for Continuing Education. She has honed her management skills by working with conglomerates like InterGlobe Aviation, Aditya Birla Group, VFS Global and WNS.
お知らせ • Feb 18Allcargo Logistics Limited Announces Resignation of Devanand Mojidra as Company Secretary and Compliance OfficerAllcargo Logistics Limited announced that Mr. Devanand Mojidra, Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company, has submitted his resignation to pursue an alternate career opportunity outside the Organization with effect from close of business hours on February 17, 2025.
New Risk • Feb 17New major risk - Revenue and earnings growthEarnings have declined by 2.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Earnings have declined by 2.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
New Risk • Feb 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
Buy Or Sell Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 37% to ₹34.21. The fair value is estimated to be ₹43.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 72%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 473% in the next 2 years.
Price Target Changed • Nov 25Price target decreased by 9.3% to ₹78.33Down from ₹86.33, the current price target is an average from 3 analysts. New target price is 50% above last closing price of ₹52.15. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹1.30 for next year compared to ₹1.52 last year.
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: ₹0.34 (vs ₹0.22 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.34 (up from ₹0.22 in 2Q 2024). Revenue: ₹43.2b (up 31% from 2Q 2024). Net income: ₹331.1m (up 52% from 2Q 2024). Profit margin: 0.8% (up from 0.7% in 2Q 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 18Allcargo Logistics Limited Approves an Interim Dividend for the Financial Year 2024-2025Allcargo Logistics Limited announced that at its board meeting held on October 18, 2024 have approved payment of an interim dividend of INR 1.10 that is (55%) per equity share of INR 2 each for financial year 2024-2025. As intimated earlier, the company has fixed October 26, 2024 as record date to ascertain the eligibility of shareholders who are entitled for the interim dividend.
お知らせ • Sep 27Allcargo Logistics Limited Approves Final Dividend for the Financial Year Ended March 31, 2024Allcargo Logistics Limited announced that at the AGM held on September 26, 2024, approved final dividend of INR 1/- (i.e. 50%) per equity share of INR 2/- each recommended by the Board of Directors of the Company at its meeting held on May 25, 2024, for the Financial Year ended March 31, 2024.
Upcoming Dividend • Sep 11Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 18 September 2024. Payment date: 25 September 2024. Trailing yield: 1.5%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.8%).
Buy Or Sell Opportunity • Sep 10Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 9.5% to ₹71.09. The fair value is estimated to be ₹58.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to grow by 5.7% in a year. Earnings are forecast to grow by 570% in the next year.
お知らせ • Sep 05+ 2 more updatesAllcargo Logistics Limited to Report Q2, 2025 Results on Nov 14, 2024Allcargo Logistics Limited announced that they will report Q2, 2025 results on Nov 14, 2024
お知らせ • Sep 02Allcargo Logistics Limited, Annual General Meeting, Sep 26, 2024Allcargo Logistics Limited, Annual General Meeting, Sep 26, 2024, at 14:00 Indian Standard Time.
Buy Or Sell Opportunity • Aug 20Now 29% overvaluedOver the last 90 days, the stock has fallen 4.6% to ₹67.30. The fair value is estimated to be ₹52.29, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Earnings per share has declined by 30%. Revenue is forecast to grow by 0.2% in a year. Earnings are forecast to grow by 617% in the next year.
New Risk • Aug 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.3x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.2% net profit margin).
Reported Earnings • Aug 14First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: ₹0.05 (down from ₹1.25 in 1Q 2024). Revenue: ₹38.3b (up 17% from 1Q 2024). Net income: ₹53.7m (down 96% from 1Q 2024). Profit margin: 0.1% (down from 3.7% in 1Q 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 83%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Aug 07Allcargo Logistics Limited to Report Q1, 2025 Results on Aug 13, 2024Allcargo Logistics Limited announced that they will report Q1, 2025 results on Aug 13, 2024
Reported Earnings • May 26Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹1.52 (down from ₹6.41 in FY 2023). Revenue: ₹132.7b (down 27% from FY 2023). Net income: ₹1.50b (down 76% from FY 2023). Profit margin: 1.1% (down from 3.5% in FY 2023). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • May 26Allcargo Logistics Limited Recommends Final Dividend for the Financial Year Ended March 31, 2024The board of directors of Allcargo Logistics Limited at its Meeting held on May 25, 2024 recommended a final Dividend of INR 1 i.e. (50%) per equity share of INR 2/- each on 98,27,82,096 Equity Shares for the financial year ended March 31, 2024, which is subject to the approval of the shareholders.
お知らせ • May 22Allcargo Logistics Limited to Report Q4, 2024 Results on May 25, 2024Allcargo Logistics Limited announced that they will report Q4, 2024 results at 4:00 PM, Indian Standard Time on May 25, 2024
お知らせ • Apr 05Allcargo Appoints Ketan Kulkarni as Chief Growth OfficerAllcargo Group has appointed Ketan Kulkarni as its new Chief Growth Officer. Kulkarni will lead the Marketing and Enterprise Account strategy of the Group. He will report to Shashi Kiran Shetty, Founder and Chairman, Allcargo Group. In his new role the logistics and supply chain industry veteran will closely work with the Chairman's office to strengthen the overall growth and operational efficiency at Allcargo Group. He will lead the process of stakeholder value creation across multiple businesses through periodic engagement with the respective leadership teams of Allcargo ECU (as per proposed scheme of arrangement, the international supply chain business will be demerged into Allcargo ECU, subject approvals), Allcargo Gati, Allcargo Supply Chain and Allcargo Terminals. In addition, Kulkarni will also be responsible for managing investor relations on behalf of Allcargo Group's key management professionals such as MDs, CFOs and Group CFO with a focus on shareholder value creation. In addition, he will drive Group wide global and domestic partnerships in addition to the existing engagements, nurturing existing customer relationships and cultivating new ones. He will lead the Marketing and Enterprise Account strategy of the Group. He will report to Shashi Kiran Shetty, Founder and Chairman, Allcargo Group. The company says Kulkarni comes to Allcargo Group with over three decades of diversified experiences and a track record spanning multiple sectors such as logistics, consumer durables, FMCG and beverages. Before joining Allcargo Group, he worked with Blue Dart Express (DHL Group) as Chief Commercial Officer.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹69.15, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Logistics industry in India. Total returns to shareholders of 195% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹72.89 per share.
お知らせ • Mar 01Capt. Sandeep Anand Ceased to Be Chief Executive Officer (Designated as Chief Marketing Officer) of Allcargo Logistics LimitedAllcargo Logistics Limited announced that Capt. Sandeep Anand ceased to be the Chief Executive Officer (Designated as Chief Marketing Officer) pursuant to his retirement with effect from close of business hours of February 29, 2024.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹85.20, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 32x in the Logistics industry in India. Total returns to shareholders of 266% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹72.40 per share.
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹0.11 (vs ₹1.26 in 3Q 2023)Third quarter 2024 results: EPS: ₹0.11 (down from ₹1.26 in 3Q 2023). Revenue: ₹32.1b (down 22% from 3Q 2023). Net income: ₹109.5m (down 91% from 3Q 2023). Profit margin: 0.3% (down from 3.0% in 3Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 13Allcargo Logistics Limited Announces Cessation of Mr. Mahendra Kumar Chouhan as Non-Executive Independent DirectorAllcargo Logistics Limited announced that the term of office of Mr. Mahendra Kumar Chouhan as a Non-Executive Independent Director came to an end on February 10, 2024 and consequently, he ceased to be a Non-Executive Independent Director of the Company with effect from close of business hours of February 10, 2024.
お知らせ • Feb 09Allcargo Logistics Limited Approves Appointment of Hetal Gandhi as an Additional Non-Executive Independent DirectorAllcargo Logistics Limited announced that the board of directors have approved the appointment of Mr. Hetal Gandhi as an additional non-executive independent director with effect from February 8, 2024, for a term of 3 (Three) consecutive years, based on the recommendation of the Governance and Nomination & Remuneration Committee. This is to affirm that Mr. Hetal Gandhi has not been debarred from holding the office of director by virtue of any SEBI order or any other such authority. Mr. Hetal Gandhi has experience spanning over 3 decades across the entire spectrum of financial services encompassing private equity, infrastructure development /financing and investing, corporate lending, financial and business re-structuring, mergers and acquisitions, and capital markets. In 2006, Mr. Gandhi co-founded the India Advisory firm for Tano Capital, a mid-market Private Equity Fund manager that successfully invested, across sectors, in companies with growth potential. Mr. Gandhi continues to serve as an Independent Director on the Board of well-known companies, both listed and private. Leveraging on his Private Equity experience, Mr. Gandhi actively contributes in the key areas of strategy, organisation building and execution, thereby helping the companies to scale up significantly. Mr. Gandhi is a certified member of the Institute of Chartered Accountants of India.
Buying Opportunity • Jan 01Now 33% undervalued after recent price dropOver the last 90 days, the stock is down 69%. The fair value is estimated to be ₹123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 7.3% in 2 years. Earnings is forecast to grow by 49% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹319, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 31x in the Logistics industry in India. Total returns to shareholders of 235% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹478 per share.
Reported Earnings • Nov 14Second quarter 2024 earnings released: EPS: ₹0.89 (vs ₹8.61 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.89 (down from ₹8.61 in 2Q 2023). Revenue: ₹33.4b (down 37% from 2Q 2023). Net income: ₹218.4m (down 90% from 2Q 2023). Profit margin: 0.7% (down from 4.0% in 2Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 30% per year.
お知らせ • Oct 14Allcargo Logistics Limited Announces Resignation of Martin Müller as Non-Executive Independent DirectorAllcargo Logistics Limited announced that Mr. Martin Müller has tendered his resignation from the position of Non-Executive Independent Director of the Company from the closing of business hours on October 13, 2023, due to personal reason and his pre-occupation. Consequently, he will also be stepping down from the position of member from Audit Committee and Risk Management, Finance, Strategy & Legal Committee of the company.
お知らせ • Sep 23Allcargo Logistics Limited Approves Interim DividendAllcargo Logistics Limited confirmed the Interim Dividend of INR 3.25/- (i.e.162.50%) per equity share of INR 2/- each declared by the Board of Directors of the Company at its meeting held on March 06, 2023 as final dividend for the Financial Year ended March 31, 2023.
Board Change • Sep 14High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Head of Innovations & Non-Executive Director Shloka Shetty was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 31+ 3 more updatesAllcargo Logistics Limited to Report Q4, 2024 Results on May 30, 2024Allcargo Logistics Limited announced that they will report Q4, 2024 results on May 30, 2024
お知らせ • Aug 04Allcargo Logistics Limited to Report Q1, 2024 Results on Aug 10, 2023Allcargo Logistics Limited announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • Jul 14Allcargo Logistics Limited Approves Appointment of Shloka Shetty as Non-Executive DirectorAllcargo Logistics Limited approved Appointment of Ms. Shloka Shetty as a Non-Executive Director of the Company.
お知らせ • Jul 01Allcargo Logistics Limited Announces Resignation of Parthasarathy Vankipuram Srinivasa as Vice Chairman & Non-Executive Non- Independent DirectorAllcargo Logistics Limited announced that Mr. Parthasarathy Vankipuram Srinivasa (DIN:00125299) ("Mr Parthasarathy") vide letter dated June 30, 2023, has submitted his resignation as Vice Chairman & Non-Executive Non- Independent Director of the Company with effect from the closing of business hours on June 30, 2023.
お知らせ • Jun 21+ 1 more updateAllcargo Logistics Limited Announces Board ChangesAllcargo Logistics Limited announced that Mr. Shashi Kiran Shetty has been redesignated as Executive Chairman of the company.
お知らせ • May 23Allcargo Logistics Limited to Report Q4, 2023 Results on May 29, 2023Allcargo Logistics Limited announced that they will report Q4, 2023 results on May 29, 2023
お知らせ • May 06Allcargo Logistics Limited Approves Appointment of Sivaraman Narayanaswami as Additional Non-Executive Independent DirectorAllcargo Logistics Limited on May 04, 2023 approved the appointment of Mr. Sivaraman Narayanaswami as an Additional Non-Executive Independent Director with effect from May 04, 2023 for a term of 3 years, based on the recommendation of the Governance and Nomination & Remuneration Committee. For period of 3 years with effect from May 04, 2023 i.e. upto May 03, 2026, not liable to retire by rotation in terms of the provisions of the Companies Act, 2013 as amended and the Articles of Association of the Company. Mr. Sivaraman is a Chartered Accountant and a Commerce graduate from St. Joseph's College, Tiruchi. Mr. Sivaraman is a seasoned business leader with close to 40 years of experience as a finance professional and organizational/business leader. During the course of his 40-years journey, he has proved his expertise in strategy, business planning, organization building, capital raising, mergers and acquisitions, and investor relations. His last assignment as Managing Director and Group CEO at ICRA Limited. He promoted 5E Finance Holdings Private Limited (5EF) to set up infrastructure project finance platforms. He held senior positions including as President & Wholetime Director of L&T Finance Holdings Ltd. ("LTFH") and at IL&FS as a COO. He counts as his major achievements in the transformation and growth of LTFH from 2006 to 2016 and the demerger of L&T's cement business. At IL&FS, his responsibilities included asset monetization, creditor engagement and loan restructuring. He initiated a breakthrough solution of setting up an InfrastructureInvestment Trust comprising of all the road assets of the IL&FS Group, which is expected to enhance the overall value realisation by the creditors. His range of accomplishments centre on leading a small company or platforms through transformational growth into admirable organizations and providing exceptional leadership to produce differentiated outcomes. He has a vision of the workplace as a place where employees are partners in the transformation of the company.
お知らせ • Feb 07Allcargo Logistics Limited to Report Q3, 2023 Results on Feb 13, 2023Allcargo Logistics Limited announced that they will report Q3, 2023 results at 9:08 AM, Indian Standard Time on Feb 13, 2023
お知らせ • Jan 04Allcargo Logistics Limited (NSEI:ALLCARGO) entered into a Share Purchase Agreement to acquire Asiapac Equity Investment Ltd from Atlas Global Trading F.Z.C. for HKD 5 million.Allcargo Logistics Limited (NSEI:ALLCARGO) entered into a Share Purchase Agreement to acquire Asiapac Equity Investment Ltd from Atlas Global Trading F.Z.C. for HKD 5 million on January 4, 2023. The deal is expected to be completed in March 2023.
お知らせ • Nov 03Allcargo Logistics Limited to Report Q2, 2023 Results on Nov 09, 2022Allcargo Logistics Limited announced that they will report Q2, 2023 results on Nov 09, 2022
お知らせ • Sep 22Allcargo Logistics Limited Approves Interim DividendAllcargo Logistics Limited at its AGM held on September 20, 2022, approved Interim Dividend of INR 3 (i.e.150%) per equity share of INR 2 each declared by the Board of Directors of the Company at its meeting held on March 16, 2022 as final dividend for the Financial Year ended March 31, 2022.
お知らせ • Aug 27Allcargo Logistics Limited, Annual General Meeting, Sep 20, 2022Allcargo Logistics Limited, Annual General Meeting, Sep 20, 2022, at 14:30 Indian Standard Time.
お知らせ • Aug 06Allcargo Logistics Limited to Report Q1, 2023 Results on Aug 10, 2022Allcargo Logistics Limited announced that they will report Q1, 2023 results on Aug 10, 2022
お知らせ • Jul 02Allcargo Logistics Limited Announces Appointment of Mr. Nilesh Vikamsey, Effect from June 30, 2022Allcargo Logistics Limited informed that the Board of Directors on June 30, 2022 have approved the appointment of Mr. Nilesh Vikamsey (DIN: 00031213) as an Additional Non-Executive Independent Director with effect from June 30, 2022 for a term of 2 years, based on the recommendation of the Governance and Nomination & Remuneration Committee. Reason for change Appointment of Mr. Nilesh Shivji Vikamsey as an Additional Director of the Company in the category of Non-Executive, Independent Director. Mr. Vikamsey is member of the Institute of Chartered Accountants of India (ICAI) since 1985, and holds a diploma in Information System Audit (DISA) of the ICAI. Further, Mr. Vikamsey holds a Certificate course on Forensic Accounting and Fraud Detection from ICAI and Business Consultancy Studies Course of Bombay Chartered Accountants Society jointly with Jamnalal Bajaj Institute of Management Studies (JBIMS). Mr. Vikamsey is a senior partner at KKC & Associates LLP (Formerly - Khimji Kunverji & Co LLP) - an 85-year-old Chartered Accountants firm. Mr. Vikamsey is an Independent Director in other Listed & Unlisted Companies & a Committee member of organizations like lndo American Chamber of Commerce, Bombay Chartered Accountants' Society (BCAS), The Chamber of Tax Consultants (CTC). He is a trustee in 'Sayagyi U Ba Khin' Memorial Trust (Vipassana International Academy, lgatpuri) & few educational trusts in Mumbai. He is presently a member of the Advisory Committee on Mutual Funds & also Working Group to review the Role and Eligibility of a Sponsor of a Mutual Fund of Securities and Exchange Board of India (SEBI), and Expert Advisory Committee of Institute of Chartered Accountants of India (ICAI). He is member of Advisory Boards of Blacksoil Group, IC3 Institute & MentorMyBoard. He was the President of ICAI in the past. He was an observer on the Board of International Federation of Accountants and Member of IFAC's Technology Advisory Group. He was the Past Chairman of Federal Bank Limited and member of IRDA. He was the Chairman of SEBl's Qualified Audit Report Committee and member of Corporate Governance Committee chaired by Uday Kotak, Primary Market Advisory Committee and Committee on Disclosures and Accounting Standards (SCODA). He was member of International Auditing and Assurance Standards Board (IAASB) Reference Group for Audits of Less Complex Entities. He is a Speaker/Chairman at various seminars, meetings, lectures held by ICAI & other organizations.
お知らせ • Jul 01Allcargo Logistics Limited Announces Cessation of Cynthia Dsouza as Non-Executive Independent DirectorAllcargo Logistics Limited announced that the term of office of Ms Cynthia Dsouza as a Non-Executive Independent Director came to an end on June 29, 2022 and consequently, she ceased to be an Non-Executive Independent Director of the Company with effect from close of business hours of June 29, 2022. Reason for change is Completion of tenure of Ms Cynthia Dsouza, Non-Executive Independent Director of the Company.
お知らせ • May 28Allcargo Logistics Limited (BSE:532749) entered into an agreement to acquire 7.6% stake in Haryana Orbital Rail Corporation Limited.Allcargo Logistics Limited (BSE:532749) entered into an agreement to acquire 7.6% stake in Haryana Orbital Rail Corporation Limited on May 26, 2022.
お知らせ • May 21Allcargo Logistics Limited to Report Q4, 2022 Results on May 26, 2022Allcargo Logistics Limited announced that they will report Q4, 2022 results on May 26, 2022
お知らせ • Feb 12Allcargo Logistics Limited Approves Board AppointmentsAllcargo Logistics Limited informed that the Board of Directors of the Company at its Meeting held on February 11, 2022, considered and approved the appointment of Mr. Mahendra Kumar Chouhan as an Additional Non-Executive Independent Director of the Company with effect from February 11, 2022 for a tenure of 2 years, based on the recommendation of the Nomination and Remuneration Committee. Appointment of Mrs. Radha Ahluwalia as an Additional Non-ExecutiveIndependent Director of the Company with effect from February 11, 2022 for a tenure of 2 years, based on the recommendation of the Nomination and Remuneration Committee.
お知らせ • Feb 04Allcargo Logistics Limited to Report Q3, 2022 Results on Feb 11, 2022Allcargo Logistics Limited announced that they will report Q3, 2022 results on Feb 11, 2022
お知らせ • Sep 15Allcargo Logistics Abandons Delisting Plan as Shareholders Reject ProposalAllcargo Logistics has dropped plans to delist the company after pubic shareholders voted against the offer to take the company private. The firm led by Shashi Kiran Shetty said it will continue to drive its ambitious growth plans as a listed entity, multiple sources briefed on the plan said. This comes against the backdrop of a strong economic revival and significant growth in the logistics sector over the last one year. “We respect the decision by the shareholders. A lot has changed in the last 12 months, since we launched the delisting offer. The primary purpose of delisting was to facilitate growth of various businesses. It would have been challenging to raise funds for growth one year ago, without restructuring and going private. However, in the current environment, we are confident of driving the company's growth as a listed entity," company sources said. “Allcargo will explore the right steps forward to pursue its growth ambitions so that all stakeholders will benefit from it. We don't have any plans to reinitiate the process for delisting any of our listed entities," the source said, asking not to be named. The process for delisting was announced in August 2020 after the pandemic hit the entire economy and the promoters felt the need to restructure and infuse funds for its growth and investment plans. After changes in regulations, shareholder approval had to be re-initiated and the promoters sought the approval post getting the nod from the board. “All businesses in the group are now undergoing a holistic transformation, with focus on asset-light model and increased stress on digitalisation. The improved performance, driven by strong management across the board, has helped the company efficiently manage its working capital challenges during the crisis period, as well as the funds for acquisitions. The company continues to demonstrate strong performance," he added. Allcargo informed the BSE on Monday that the special resolution for delisting its shares was not passed by public shareholders with the requisite majority till September 10, the last date set for remote e-voting.
お知らせ • Mar 17+ 1 more updateAllcargo Logistics Limited Declares Interim DividendAllcargo Logistics Limited declared an Interim Dividend of INR 2.00 (100%) per equity share of face value of INR 2.00 each for the financial year 2020-2021. The Interim Dividend will be paid/dispatched to all equity shareholders of the Company on or after March 24, 2021, whose names are registered as shareholders of the Company as on the record date i.e. March 23, 2021.
お知らせ • Mar 16Allcargo Eyes Concor StakeAllcargo Logistics Limited (BSE:532749) is planning to bid for stakes in Container Corporation of India Limited (NSEI:CONCOR) and is in advanced discussions with a foreign investor to partner in the planned purchase. “Of course, we are very interested,” Allcargo Chairman Shashi Kiran Shetty said in an interview. “Concor's business is a natural fit for us. We are looking to tie up with a strategic partner for the bid and are currently in the final stages of selecting the bid partner.” Allcargo is believed to be in advanced stages of talks with a few global private equity firms and is expected to finalise an agreement within the next 10-15 days. Shetty refused to divulge any names. The government is looking to sell 30% of Concor and is expected to shortly invite expressions of interest for the public sector enterprise, the first stage of the bidding process. The pending introduction of a new policy on land leasing by the railway ministry has been delaying the bidding process for Concor. The new policy will slash land leasing rates by half and extend lease periods. Allcargo's rivals such as Gateway Distriparks are also open to bidding for Concor, chairman Prem Kishan Dass Gupta had said recently. If Allcargo's bid is successful, it will be the 13th major investment for the company, which has interests in global freight forwarding, container freight stations, third-party logistics and warehouses.
