This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAllcargo Gati (ACLGATI) 주식 개요올카르고 가티 리미티드는 자회사와 함께 인도 및 전 세계에 물류 솔루션을 제공하고 있습니다. 자세히 보기ACLGATI 펀더멘털 분석스노우플레이크 점수가치 평가1/6미래 성장0/6과거 실적2/6재무 건전성5/6배당0/6강점지난 5년 동안 수입이 매년 65.1% 증가했습니다.위험 분석주식은 유동성이 매우 낮습니다재무 결과에 영향을 미치는 대규모 일회성 항목모든 위험 점검 보기ACLGATI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW468,992 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA468,992 investors already sharing narrativesYour Fair Value₹Current Price₹66.0528.3% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b19b2016201920222025202620282031Revenue ₹18.1bEarnings ₹196.4mAdvancedSet Fair ValueView all narrativesAllcargo Gati Limited 경쟁사Western Carriers (India)Symbol: NSEI:WCILMarket cap: ₹8.8bAllcargo LogisticsSymbol: NSEI:ALLCARGOMarket cap: ₹20.0bS J Logistics (India)Symbol: NSEI:SJLOGISTICMarket cap: ₹5.4bShree Vasu LogisticsSymbol: NSEI:SVLLMarket cap: ₹8.9b가격 이력 및 성과Allcargo Gati 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₹66.0552주 최고가₹81.6052주 최저가₹52.01베타0.191개월 변동0%3개월 변동14.31%1년 변동-12.87%3년 변동-56.60%5년 변동-29.92%IPO 이후 변동-38.67%최근 뉴스 및 업데이트Reported Earnings • Nov 17Second quarter 2026 earnings released: ₹0.04 loss per share (vs ₹0.03 profit in 2Q 2025)Second quarter 2026 results: ₹0.04 loss per share (down from ₹0.03 profit in 2Q 2025). Revenue: ₹5.50b (up 29% from 2Q 2025). Net loss: ₹50.0m (down ₹53.0m from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.분석 기사 • Nov 05A Look At The Fair Value Of Allcargo Gati Limited (NSE:ACLGATI)Key Insights The projected fair value for Allcargo Gati is ₹59.91 based on 2 Stage Free Cash Flow to Equity With ₹66.24...공고 • Sep 30Allcargo Gati Limited to Report Q2, 2026 Results on Nov 05, 2025Allcargo Gati Limited announced that they will report Q2, 2026 results on Nov 05, 2025New Risk • Sep 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.81b (US$99.3m) 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: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₹8.81b market cap, or US$99.3m).공고 • Sep 03Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025, at 11:00 Indian Standard Time.Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹0.22 (vs ₹0.06 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.22 (up from ₹0.06 loss in 1Q 2025). Revenue: ₹3.63b (down 11% from 1Q 2025). Net income: ₹32.1m (up ₹39.6m from 1Q 2025). Profit margin: 0.9% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.더 많은 업데이트 보기Recent updatesReported Earnings • Nov 17Second quarter 2026 earnings released: ₹0.04 loss per share (vs ₹0.03 profit in 2Q 2025)Second quarter 2026 results: ₹0.04 loss per share (down from ₹0.03 profit in 2Q 2025). Revenue: ₹5.50b (up 29% from 2Q 2025). Net loss: ₹50.0m (down ₹53.0m from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.분석 기사 • Nov 05A Look At The Fair Value Of Allcargo Gati Limited (NSE:ACLGATI)Key Insights The projected fair value for Allcargo Gati is ₹59.91 based on 2 Stage Free Cash Flow to Equity With ₹66.24...공고 • Sep 30Allcargo Gati Limited to Report Q2, 2026 Results on Nov 05, 2025Allcargo Gati Limited announced that they will report Q2, 2026 results on Nov 05, 2025New Risk • Sep 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.81b (US$99.3m) 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: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₹8.81b market cap, or US$99.3m).공고 • Sep 03Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025, at 11:00 Indian Standard Time.Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹0.22 (vs ₹0.06 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.22 (up from ₹0.06 loss in 1Q 2025). Revenue: ₹3.63b (down 11% from 1Q 2025). Net income: ₹32.1m (up ₹39.6m from 1Q 2025). Profit margin: 0.9% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.공고 • Aug 05Allcargo Gati Limited Approves Appointment of Mr. Shekhar R Singh as the Company Secretary & Compliance Officer,Effective August 5, 2025Allcargo Gati Limited approved the appointment of Mr. Shekhar R Singh as the Company Secretary & Compliance Officer of the Company and its Material Subsidiary of the Company i.e., Gati Express & Supply Chain Private Limited on the recommendation of the Nomination and Remuneration Committee, with effect from August 5, 2025. Name: Mr. Shekhar R Singh, Educational Qualification: Member of the Institute of Company Secretaries (FCS 12881), B.Com and LL.B from University of Mumbai Post Graduate Diploma in Securities Law from Government Law Collage-Mumbai, Background:Mr. Shekhar R Singh is a qualified Company Secretary and law graduate with 18 years of experience in legal and Company Secretarial functions.공고 • Jul 29Allcargo Gati Limited to Report Q1, 2026 Results on Aug 05, 2025Allcargo Gati Limited announced that they will report Q1, 2026 results on Aug 05, 2025분석 기사 • May 23Allcargo Gati's (NSE:ACLGATI) Weak Earnings Might Be Worse Than They AppearAfter announcing weak earnings, Allcargo Gati Limited's ( NSE:ACLGATI ) stock was strong. Despite the strength in the...Reported Earnings • May 21Full year 2025 earnings released: EPS: ₹0.82 (vs ₹1.12 in FY 2024)Full year 2025 results: EPS: ₹0.82 (down from ₹1.12 in FY 2024). Revenue: ₹15.1b (down 11% from FY 2024). Net income: ₹117.6m (down 19% from FY 2024). Profit margin: 0.8% (down from 0.9% in FY 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 13Now 22% overvaluedOver the last 90 days, the stock has fallen 10.0% to ₹62.39. The fair value is estimated to be ₹51.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.공고 • May 09Allcargo Gati Limited to Report Q4, 2025 Results on May 15, 2025Allcargo Gati Limited announced that they will report Q4, 2025 results on May 15, 2025분석 기사 • Apr 22Sentiment Still Eluding Allcargo Gati Limited (NSE:ACLGATI)With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Logistics industry in India, you could be...분석 기사 • Mar 14A Look At The Intrinsic Value Of Allcargo Gati Limited (NSE:ACLGATI)Key Insights Allcargo Gati's estimated fair value is ₹56.80 based on 2 Stage Free Cash Flow to Equity Allcargo Gati's...New Risk • Mar 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.40b (US$96.4m) 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 13Now 21% overvaluedOver the last 90 days, the stock has fallen 24% to ₹69.80. The fair value is estimated to be ₹57.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹0.11 (vs ₹1.67 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.11 (down from ₹1.67 in 3Q 2024). Revenue: ₹4.44b (up 4.5% from 3Q 2024). Net income: ₹16.6m (down 92% from 3Q 2024). Profit margin: 0.4% (down from 5.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% 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 increased by 70% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.공고 • Jan 31Allcargo Gati Limited to Report Q3, 2025 Results on Feb 06, 2025Allcargo Gati Limited announced that they will report Q3, 2025 results on Feb 06, 2025분석 기사 • Jan 11Is Allcargo Gati (NSE:ACLGATI) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공고 • Nov 30Allcargo Gati Limited Announces the Retirement of Pirojshaw Aspi Sarkari as Non-Executive Non-Independent DirectorAllcargo Gati Limited announced that Mr. Pirojshaw Aspi Sarkari, Non-Executive Non-Independent Director of the Company has retired from the aforesaid position with effect November 30, 2024.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹0.03 (vs ₹0.15 loss in 2Q 2024)Second quarter 2025 results: EPS: ₹0.03 (up from ₹0.15 loss in 2Q 2024). Revenue: ₹4.29b (down 2.7% from 2Q 2024). Net income: ₹3.00m (up ₹22.1m from 2Q 2024). Profit margin: 0.1% (up from net loss in 2Q 2024). Revenue is forecast to grow 19% 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 increased by 99% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공고 • Oct 31Allcargo Gati Limited to Report Q2, 2025 Results on Nov 07, 2024Allcargo Gati Limited announced that they will report Q2, 2025 results on Nov 07, 2024공고 • Aug 16Allcargo Gati Limited, Annual General Meeting, Sep 10, 2024Allcargo Gati Limited, Annual General Meeting, Sep 10, 2024, at 15:00 Indian Standard Time.공고 • Aug 10+ 1 more updateAllcargo Gati Limited Announces Management ChangesAllcargo Gati Limited announced that the Board of Directors of the Company have approved the appointment of Mr. Deepak Jagdish Pareek as "Deputy Chief Financial Officer" of the Company on the recommendation of Nomination and Remuneration Committee of the Board of Directors, with immediate effect from August 7, 2024 and the said person shall be a Senior Management Personnel of the Company. Deepak Pareek has over two decades of experience in leading Pre transaction preparedness (PE Investmentsas well as IPO) and has led Investment banking operations across sectors and geography. He has held CXO responsibilities with Infrastructure Leasing & Financial Services Ltd. group. He is a Chartered Accountant, Cost & Management Accountant, and Company Secretary. He is well- connected across all the financial services and infrastructure business segments. His area of expertise comprise of infrastructure project planning, execution and financing, project management, debt and equity fund mobilization, managing & implementing the financial strategies, business management advisory, leading digitization projects, audit process management, designing management analytical reports, financial performance management, cost optimization project management, devising guidelines for internal control over financial reporting and revenue maximization strategy. Deepak has in-depth exposure to regulatory frameworks impacting the infrastructure and BFSI sector, such as RBI Guidelines, Companies Act 2013, FEMA/ECB Guidelines. Having led large teams on big projects, he has unique leadership and analytical skills. Deepak has lead various digital transformation initiatives as functional leader across his career to name few of them were - Implementation of ERP (Microsoft Axapta) across the BFSI business group, Digitization of internal control and risk management framework, automation of land records of a foreign territory, designing the text book conversion project and many more. He has handled the buy side investment management process of the above BFSI group which involved stringent evaluation of all the prospective investment entities under the prescribed parameters and identifying the saleable ones. He is a fitness enthusiast, loves reading, yoga and travelling (currently pursuing a Design Thinking and Strategy management program from Harvard University).Reported Earnings • Aug 03First quarter 2025 earnings released: ₹0.06 loss per share (vs ₹0.13 loss in 1Q 2024)First quarter 2025 results: ₹0.06 loss per share (improved from ₹0.13 loss in 1Q 2024). Revenue: ₹4.11b (down 3.6% from 1Q 2024). Net loss: ₹7.50m (loss narrowed 55% from 1Q 2024). Revenue is forecast to grow 18% 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 increased by 109% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공고 • Jul 26Allcargo Gati Limited to Report Q1, 2025 Results on Aug 02, 2024Allcargo Gati Limited announced that they will report Q1, 2025 results on Aug 02, 2024New Risk • Jun 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (13% increase in shares outstanding).Reported Earnings • Jun 23Full year 2024 earnings released: EPS: ₹1.12 (vs ₹0.74 loss in FY 2023)Full year 2024 results: EPS: ₹1.12 (up from ₹0.74 loss in FY 2023). Revenue: ₹17.0b (down 1.5% from FY 2023). Net income: ₹145.3m (up ₹238.1m from FY 2023). Profit margin: 0.9% (up from net loss in FY 2023). Revenue is forecast to grow 15% 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 increased by 108% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jun 14Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to ₹110. The fair value is estimated to be ₹81.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Meanwhile, the company has become profitable.분석 기사 • May 23Allcargo Gati's (NSE:ACLGATI) Solid Earnings May Rest On Weak FoundationsAllcargo Gati Limited's ( NSE:ACLGATI ) robust recent earnings didn't do much to move the stock. We think this is due...Reported Earnings • May 18Full year 2024 earnings released: EPS: ₹1.12 (vs ₹0.74 loss in FY 2023)Full year 2024 results: EPS: ₹1.12 (up from ₹0.74 loss in FY 2023). Revenue: ₹17.1b (flat on FY 2023). Net income: ₹145.3m (up ₹238.1m from FY 2023). Profit margin: 0.8% (up from net loss in FY 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 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 108% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 03Third quarter 2024 earnings released: EPS: ₹1.67 (vs ₹0.26 loss in 3Q 2023)Third quarter 2024 results: EPS: ₹1.67 (up from ₹0.26 loss in 3Q 2023). Revenue: ₹4.26b (down 3.4% from 3Q 2023). Net income: ₹217.6m (up ₹250.9m from 3Q 2023). Profit margin: 5.1% (up from net loss in 3Q 2023). Revenue is forecast to grow 19% 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 93% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공고 • Jan 15Allcargo Gati Limited Appoints Mr. Uday Sharma as Chief Commercial Officer of Gati Express & Supply Chain Private LimitedAllcargo Gati Limited informed that Mr. Uday Sharma appointed as Senior Management Personnel of the Company, designated as Chief Commercial Officer of Gati Express & Supply Chain Private Limited, material subsidiary of the Company with effect from, January 15, 2024. The details as required under Regulation 30 of the Listing Regulations read with SEBI Circular No. SEBI/HO/CFD/CFD-PoD-1/P/CIR/2023/123 dated July 13, 2023 are provided in `Annexure A'. Please find enclosed a press release being issued by the Company on the captioned matter in `Annexure B'. Mr. Sandeep Digambar Kulkarni comes with 22+ years of work experience. He previously worked with L&T, Amazon, Jio Mart and Indian Navy. His last role was Chief Supply Chain officer, Tata Cliq. Uday brings with him more than two decades of cross-functional experience in business development, organizational turn-around, franchise development, strategic planning, large enterprise value selling and complex deal management. Before joining Allcargo Gati, he worked with Delhivery as Head - Sales. He had also worked with Spoton Logistics, Safexpress, Aramex and Elbee India.분석 기사 • Dec 23Allcargo Gati Limited's (NSE:ACLGATI) Share Price Matching Investor OpinionWith a median price-to-sales (or "P/S") ratio of close to 0.9x in the Logistics industry in India, you could be...New Risk • Dec 15New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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. This is currently the only risk that has been identified for the company.공고 • Dec 11Allcargo Gati Limited Appoints Sandeep Kulkarni as COOAllcargo Gati Limited (formerly GATI) has appointed Sandeep Kulkarni as Chief Operating Officer. In this role, Sandeep will be responsible for formulating strategic planning, driving operational efficiency through new-age technology adoption, leading cross-functional operations, managing key supply chain stakeholders, and building stronger customer engagement by offering innovative and efficient logistics solutions. Sandeep will also drive a culture of innovation by identifying opportunities for technological advancements, process improvements, and sustainable practices. He will report to Pirojshaw (Phil) Sarkari, Managing Director and Chief Executive Officer, Gati Express and Supply Chain Pvt. Ltd. (GESCPL). The company's express business is housed under GESCPL. Sandeep brings in more than two decades of diversified leadership experience in industries such as retail, E-commerce, logistics and supply chain management. Before joining Allcargo Gati, he has worked with Tata Cliq as Chief Supply Chain officer. An MBA from Nanyang Business School, Singapore, Sandeep had previously worked in leadership roles in companies like L&T, Amazon and Jio Mart. He had also served Indian Navy as Lieutenant Commander (Operations, Planning, and Project Management).Reported Earnings • Nov 04Second quarter 2024 earnings released: ₹0.15 loss per share (vs ₹0.48 profit in 2Q 2023)Second quarter 2024 results: ₹0.15 loss per share (down from ₹0.48 profit in 2Q 2023). Revenue: ₹4.45b (up 2.3% from 2Q 2023). Net loss: ₹19.1m (down 133% from profit in 2Q 2023). Revenue is forecast to grow 17% 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 increased by 78% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.공고 • Nov 01Allcargo Gati Limited Appoints Sandeep Digambar Kulkarni as Chief Operating Officer of Gati Express & Supply Chain Private LimitedAllcargo Gati Limited announced that Mr. Sandeep Digambar Kulkarni has been appointed as Senior Management Personnel of the Company, designated as Chief Operating Officer of Gati Express & Supply Chain Private Limited, material subsidiary of the Company with effect from November 01, 2023. Mr. Sandeep Digambar Kulkarni comes with 22+ years of work experience. He previously worked with L&T, Amazon, Jio Mart and Indian Navy. His last role was Chief Supply Chain officer, Tata Cliq. He has completed his MBA from Nanyang Business School, Singapore.분석 기사 • Oct 24Gati (NSE:GATI) Could Be Struggling To Allocate CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...Price Target Changed • Oct 13Price target increased by 15% to ₹165Up from ₹144, the current price target is an average from 2 analysts. New target price is 12% above last closing price of ₹147. Stock is down 16% over the past year. The company posted a net loss per share of ₹0.74 last year.Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Hetal Gandhi 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.공고 • Aug 12+ 3 more updatesGati Limited to Report Q2, 2024 Results on Nov 14, 2023Gati Limited announced that they will report Q2, 2024 results at 3:30 PM, Indian Standard Time on Nov 14, 2023공고 • Aug 10Gati Limited Announces Resignation of Huafreed Farrokh Nasarwanji as Chief Commercial OfficerGati Limited announced that Mr. Huafreed Farrokh Nasarwanji, Senior Management Personnel of the Company, has resigned from the position of Chief Commercial Officer with effect from, August 09, 2023.Reported Earnings • Aug 05First quarter 2024 earnings released: ₹0.13 loss per share (vs ₹0.54 profit in 1Q 2023)First quarter 2024 results: ₹0.13 loss per share (down from ₹0.54 profit in 1Q 2023). Revenue: ₹4.28b (flat on 1Q 2023). Net loss: ₹16.7m (down 140% from profit in 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 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 68% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.공고 • Jul 29Gati Limited to Report Q1, 2024 Results on Aug 04, 2023Gati Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Aug 04, 2023분석 기사 • Jul 21These Return Metrics Don't Make Gati (NSE:GATI) Look Too StrongTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...공고 • Jun 10Gati Limited Announces Resignation of Mr. Yasuyuki Tani as Non-Executive Nominee DirectorThis is with reference to letter dated June 09, 2023, Gati Limited have informed that the KWE Group has sold the 30% stake held in Gati-Kintetsu Express Private Limited ("GKEPL"), material subsidiary of the Company to Allcargo Logistics Limited ("Parent Company"). The transaction was completed on June 08, 2023. Pursuant to the aforesaid transaction, Mr. Yasuyuki Tani who was holding the position as Non-Executive Nominee Director on the Board of Gati Limited representing KWE Group under the investor-related provisions contained in the Articles of Association of the Company, has tendered his resignation from the position of Nominee Director from the Board of the Company with effect from June 08, 2023 along with cessation of his membership from all the committees of the Board. Date of Cessation: June 08, 2023.공고 • May 25+ 1 more updateGati Denies Reports of Acquisition Talks with DelhiveryGati Limited (BSE:532345) has denied media reports that Delhivery Limited (NSEI:DELHIVERY) is in talks to acquire stake in the company. According to media reports, Delhivery is in talks to acquire parent Allcargo Logistics’ stake in the Hyderabad-based express logistics, warehousing and supply chain company. As on March end, Allcargo Logistics held 50.2% stake in the company “Gati is Allcargo’s subsidiary and remains an important and integral part of Allcargo Group. We remain focussed on strengthening the group’s position in the fast-growing express logistics business segment,” a statement to the stock exchanges outlined. Earlier, Delhivery had also denied the media reports about acquisition outlining that the news is factually incorrect and baseless. “There have been no such discussions whatsoever,” Delhivery said in a statement.Reported Earnings • May 20Full year 2023 earnings released: ₹0.74 loss per share (vs ₹0.72 profit in FY 2022)Full year 2023 results: ₹0.74 loss per share (down from ₹0.72 profit in FY 2022). Revenue: ₹17.5b (up 17% from FY 2022). Net loss: ₹92.8m (down 205% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.공고 • May 13Gati Limited to Report Q4, 2023 Results on May 19, 2023Gati Limited announced that they will report Q4, 2023 results at 3:30 PM, Indian Standard Time on May 19, 2023분석 기사 • Mar 16Gati (NSE:GATI) Has Some Difficulty Using Its Capital EffectivelyWhat underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...분석 기사 • Feb 15Gati (NSE:GATI) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Feb 10Price target decreased by 17% to ₹182Down from ₹220, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ₹131. Stock is down 25% over the past year. The company posted earnings per share of ₹0.72 last year.Reported Earnings • Feb 09Third quarter 2023 earnings released: ₹0.26 loss per share (vs ₹0.31 profit in 3Q 2022)Third quarter 2023 results: ₹0.26 loss per share (down from ₹0.31 profit in 3Q 2022). Revenue: ₹4.44b (up 7.4% from 3Q 2022). Net loss: ₹33.3m (down 186% from profit in 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 2 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 30% per year whereas the company’s share price has increased by 25% per year.Buying Opportunity • Jan 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be ₹174, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Dec 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ₹193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Meanwhile, the company became loss making.Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Non-Executive Non-Independent Director Kaiwan Kalyaniwalla is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: ₹0.48 (vs ₹4.03 in 2Q 2022)Second quarter 2023 results: EPS: ₹0.48 (down from ₹4.03 in 2Q 2022). Revenue: ₹4.43b (up 11% from 2Q 2022). Net income: ₹58.2m (down 88% from 2Q 2022). Profit margin: 1.3% (down from 12% in 2Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Sep 30Gati (NSE:GATI) May Have Issues Allocating Its CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...공고 • Sep 17Gati Limited Appoints Yasuyuki Tani as Nominee DirectorGati Limited approved appointment of Mr. Yasuyuki Tani as Nominee Director of the company.공고 • Aug 25+ 2 more updatesGati Limited to Report Fiscal Year 2023 Results on May 30, 2023Gati Limited announced that they will report fiscal year 2023 results on May 30, 2023공고 • Aug 20Gati Limited, Annual General Meeting, Sep 15, 2022Gati Limited, Annual General Meeting, Sep 15, 2022, at 15:00 Indian Standard Time.Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: ₹0.54 (vs ₹1.53 loss in 1Q 2022)First quarter 2023 results: EPS: ₹0.54 (up from ₹1.53 loss in 1Q 2022). Revenue: ₹4.37b (up 51% from 1Q 2022). Net income: ₹42.3m (up ₹228.8m from 1Q 2022). Profit margin: 1.0% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 7.8%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 58% per year, which means it is well ahead of earnings.공고 • Jul 28Gati Limited to Report Q1, 2023 Results on Aug 02, 2022Gati Limited announced that they will report Q1, 2023 results on Aug 02, 2022공고 • Jul 04Gati Limited Announces Resignation of Yasuhiro Kaneda as Nominee DirectorGati Limited announced that Mr. Yasuhiro Kaneda has stepped down from the position of Nominee Director of the Company with effect from July 01, 2022 due to their other professional assignment.분석 기사 • May 28Calculating The Intrinsic Value Of Gati Limited (NSE:GATI)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Gati Limited...분석 기사 • May 28Gati's (NSE:GATI) Solid Profits Have Weak FundamentalsDespite posting some strong earnings, the market for Gati Limited's ( NSE:GATI ) stock hasn't moved much. Our analysis...Reported Earnings • May 22Full year 2022 earnings released: ₹0.36 loss per share (vs ₹18.69 loss in FY 2021)Full year 2022 results: ₹0.36 loss per share (up from ₹18.69 loss in FY 2021). Revenue: ₹15.1b (up 14% from FY 2021). Net income: ₹88.7m (up ₹2.37b from FY 2021). Profit margin: 0.6% (up from net loss in FY 2021). Over the next year, revenue is forecast to grow 27%, compared to a 8.6% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.분석 기사 • Apr 29Returns On Capital Signal Difficult Times Ahead For Gati (NSE:GATI)What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Nominee Director Yasuhiro Kaneda is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공고 • Feb 05Gati Limited Appoints Anish T Mathew as Chief Financial OfficerThe board of directors of Gati Limited meeting held on appointed February 4, 2022 approved the appointment of Mr. Anish T Mathew as a Chief Financial Officer and Key Managerial Personnel of the Company with immediate effect i.e. February 04, 2022.Reported Earnings • Feb 05Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹0.31 (up from ₹2.10 loss in 3Q 2021). Revenue: ₹4.16b (up 3.8% from 3Q 2021). Net income: ₹38.9m (up ₹293.8m from 3Q 2021). Profit margin: 0.9% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 19%, compared to a 6.7% growth forecast for the industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance.분석 기사 • Jan 12Gati (NSE:GATI) Is Finding It Tricky To Allocate Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS ₹4.03 (vs ₹0.69 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹4.01b (up 19% from 2Q 2021). Net income: ₹492.6m (up ₹576.3m from 2Q 2021). Profit margin: 12% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Oct 06Insider recently sold ₹2.7m worth of stockOn the 30th of September, Pavel Chopra sold around 20k shares on-market at roughly ₹137 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.9m more than they bought in the last 12 months.Recent Insider Transactions • Sep 11Chief Executive Officer recently bought ₹494k worth of stockOn the 3rd of September, Pirojshaw Sarkari bought around 3k shares on-market at roughly ₹143 per share. This was the largest purchase by an insider in the last 3 months. This was Pirojshaw's only on-market trade for the last 12 months.Reported Earnings • Aug 11First quarter 2022 earnings released: ₹1.53 loss per share (vs ₹2.21 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: ₹2.90b (up 77% from 1Q 2021). Net loss: ₹186.5m (loss narrowed 31% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 136 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 10Independent Director Prabhu Shukla has left the companyOn the 3rd of August, Prabhu Shukla's tenure as Independent Director ended after 8.8 years in the role. We don't have any record of a personal shareholding under Prabhu's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 3.33 years.공고 • Jul 16Mandala Capital Limited completed the acquisition of an additional 69.79% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345).Mandala Capital Limited entered into a Share Purchase Agreement to acquire an additional 69.79% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) for INR 0.5 million on May 25, 2021. Post transaction, Mandala Capital Limited will have 99.89% stake in Gati Kausar India Limited and Gati Limited will not have any stake in Gati Kausar India Limited. Transaction has been approved by the Board of Directors of Gati Limited. Transaction is expected to close on June 30, 2021. Mandala Capital Limited completed the acquisition of an additional 69.79% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) on July 14, 2021.공고 • Jun 18Gati Limited announced that it has received INR 275.000075 million in funding from Allcargo Logistics LimitedOn June 17, 2021, Gati Limited (BSE:532345) closed the transaction.Reported Earnings • May 28Full year 2021 earnings released: ₹18.69 loss per share (vs ₹7.04 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹13.2b (down 23% from FY 2020). Net loss: ₹2.28b (loss widened 191% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 143 percentage points per year, which is a significant difference in performance.공고 • May 26Mandala Capital Limited entered into a Share Purchase Agreement to acquire an additional 69.89% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) for INR 0.5 million.Mandala Capital Limited entered into a Share Purchase Agreement to acquire an additional 69.89% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) for INR 0.5 million on May 25, 2021. Post transaction, Mandala Capital Limited will have 99.89% stake in Gati Kausar India Limited and Gati Limited will not have any stake in Gati Kausar India Limited. Transaction is expected to close on June 30, 2021.공고 • May 08Gati Limited announced that it expects to receive INR 275.000075 million in funding from Allcargo Logistics LimitedGati Limited (BSE:532345) announced a private placement of 10,23,020 common shares of face value of INR 2 each for at a price of INR 97.75 per share for gross proceeds of INR 100,000,205 and 71,61,120 prepaid warrants at a price of INR 24.4375 for gross proceeds of INR 174,999,870 for aggregate gross proceeds of INR 275,000,075 on May 7, 2021. The transaction will include participation from returning investor Allcargo Logistics Limited (BSE:532749). The warrants will be convertible into one common share of the company at INR 73.3125 per share and will mature in 18 months from the date of the allotment. The company will receive 25% of the total amount as upfront payment at the time of allotment of warrants and the remaining 75% will be paid within 18 months. The transaction has been approved by the board of directors of the company.Executive Departure • Mar 06Additional Independent Director has left the companyOn the 4th of March, Mohinder Bansal's tenure as Additional Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under Mohinder's name. A total of 9 executives have left over the last 12 months.공고 • Mar 05Gati Limited Announces Resignation of Mohinder Pal Bansal as Independent DirectorGati Limited announced that Mr. Mohinder Pal Bansal (DIN: 01626343), has stepped down from the position of the Independent Director of the Company with effect from March 04, 2021 due to my personal reasons.Is New 90 Day High Low • Mar 04New 90-day high: ₹112The company is up 26% from its price of ₹88.30 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 11% over the same period.분석 기사 • Feb 15What Type Of Shareholders Make Up Gati Limited's (NSE:GATI) Share Registry?The big shareholder groups in Gati Limited ( NSE:GATI ) have power over the company. Institutions often own shares in...공고 • Feb 08Gati Limited Appoints Nilesh Shivji Vikamsey as an Additional Non-Executive - Independent DirectorThe Board of Directors of Gati Limited at their meeting held on February 05, 2021, has considered and approved the appointment of Mr. Nilesh Shivji Vikamsey as an Additional Non-Executive - Independent Director on the board of the company, based on the recommendation of Nomination and Remuneration Committee for a tenure of 5 years with effect from February 05, 2021.Reported Earnings • Feb 06Third quarter 2021 earnings released: ₹2.10 loss per share (vs ₹0.46 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ₹4.01b (down 9.6% from 3Q 2020). Net loss: ₹254.9m (loss widened 410% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance.공고 • Jan 30Gati Limited to Report Q3, 2021 Results on Feb 05, 2021Gati Limited announced that they will report Q3, 2021 results on Feb 05, 2021공고 • Jan 03Gati Limited Announces Resignation of N Srinivasan as DirectorGati Limited announced that Mr. N Srinivasan has stepped down from the position of the Independent Director of the company with effect from January 01, 2021. Further, the Company has received confirmation from Mr. N Srinivasan that there are no other material reasons for his resignation other than those which is provided in the resignation letter dated December 10, 2020.Is New 90 Day High Low • Dec 30New 90-day high: ₹97.80The company is up 68% from its price of ₹58.35 on 01 October 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 23% over the same period.주주 수익률ACLGATIIN LogisticsIN 시장7D0%-0.8%-0.2%1Y-12.9%-10.0%2.4%전체 주주 수익률 보기수익률 대 산업: ACLGATI은 지난 1년 동안 -10%의 수익을 기록한 Indian Logistics 산업보다 저조한 성과를 냈습니다.수익률 대 시장: ACLGATI은 지난 1년 동안 2.4%를 기록한 Indian 시장보다 저조한 성과를 냈습니다.주가 변동성Is ACLGATI's price volatile compared to industry and market?ACLGATI volatilityACLGATI Average Weekly Movementn/aLogistics Industry Average Movement5.8%Market Average Movement5.9%10% most volatile stocks in IN Market9.0%10% least volatile stocks in IN Market3.6%안정적인 주가: ACLGATI의 주가는 지난 3개월 동안 Indian 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine ACLGATI의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트19892,806n/awww.allcargogati.com올카고 가티는 자회사와 함께 인도 및 전 세계에 물류 솔루션을 제공합니다. 이 회사는 특급 유통 및 주유소 부문을 통해 운영됩니다. 이 회사의 물류 솔루션에는 특급 유통, 전자상거래 화물 물류, 항공 화물, 공급망 관리, 화물 서비스 등이 포함됩니다.더 보기Allcargo Gati Limited 기초 지표 요약Allcargo Gati의 순이익과 매출은 시가총액과 어떻게 비교됩니까?ACLGATI 기초 통계시가총액₹9.72b순이익 (TTM)₹163.50m매출 (TTM)₹15.09b59.4x주가수익비율(P/E)0.6x주가매출비율(P/S)ACLGATI는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ACLGATI 손익계산서 (TTM)매출₹15.09b매출원가₹13.01b총이익₹2.08b기타 비용₹1.92b순이익₹163.50m최근 보고된 실적Jun 30, 2025다음 실적 발표일해당 없음주당순이익(EPS)1.11총이익률13.80%순이익률1.08%부채/자본 비율27.0%ACLGATI의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/01/13 19:01종가2025/11/11 00:00수익2025/06/30연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Allcargo Gati Limited는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shailaja CH.FirstCall ResearchPankaj PandeyICICIdirect.comBharat ChhodaICICIdirect.com2명의 분석가 더 보기
Reported Earnings • Nov 17Second quarter 2026 earnings released: ₹0.04 loss per share (vs ₹0.03 profit in 2Q 2025)Second quarter 2026 results: ₹0.04 loss per share (down from ₹0.03 profit in 2Q 2025). Revenue: ₹5.50b (up 29% from 2Q 2025). Net loss: ₹50.0m (down ₹53.0m from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 05A Look At The Fair Value Of Allcargo Gati Limited (NSE:ACLGATI)Key Insights The projected fair value for Allcargo Gati is ₹59.91 based on 2 Stage Free Cash Flow to Equity With ₹66.24...
공고 • Sep 30Allcargo Gati Limited to Report Q2, 2026 Results on Nov 05, 2025Allcargo Gati Limited announced that they will report Q2, 2026 results on Nov 05, 2025
New Risk • Sep 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.81b (US$99.3m) 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: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₹8.81b market cap, or US$99.3m).
공고 • Sep 03Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025, at 11:00 Indian Standard Time.
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹0.22 (vs ₹0.06 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.22 (up from ₹0.06 loss in 1Q 2025). Revenue: ₹3.63b (down 11% from 1Q 2025). Net income: ₹32.1m (up ₹39.6m from 1Q 2025). Profit margin: 0.9% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 17Second quarter 2026 earnings released: ₹0.04 loss per share (vs ₹0.03 profit in 2Q 2025)Second quarter 2026 results: ₹0.04 loss per share (down from ₹0.03 profit in 2Q 2025). Revenue: ₹5.50b (up 29% from 2Q 2025). Net loss: ₹50.0m (down ₹53.0m from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 05A Look At The Fair Value Of Allcargo Gati Limited (NSE:ACLGATI)Key Insights The projected fair value for Allcargo Gati is ₹59.91 based on 2 Stage Free Cash Flow to Equity With ₹66.24...
공고 • Sep 30Allcargo Gati Limited to Report Q2, 2026 Results on Nov 05, 2025Allcargo Gati Limited announced that they will report Q2, 2026 results on Nov 05, 2025
New Risk • Sep 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.81b (US$99.3m) 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: Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₹8.81b market cap, or US$99.3m).
공고 • Sep 03Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025, at 11:00 Indian Standard Time.
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: ₹0.22 (vs ₹0.06 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.22 (up from ₹0.06 loss in 1Q 2025). Revenue: ₹3.63b (down 11% from 1Q 2025). Net income: ₹32.1m (up ₹39.6m from 1Q 2025). Profit margin: 0.9% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
공고 • Aug 05Allcargo Gati Limited Approves Appointment of Mr. Shekhar R Singh as the Company Secretary & Compliance Officer,Effective August 5, 2025Allcargo Gati Limited approved the appointment of Mr. Shekhar R Singh as the Company Secretary & Compliance Officer of the Company and its Material Subsidiary of the Company i.e., Gati Express & Supply Chain Private Limited on the recommendation of the Nomination and Remuneration Committee, with effect from August 5, 2025. Name: Mr. Shekhar R Singh, Educational Qualification: Member of the Institute of Company Secretaries (FCS 12881), B.Com and LL.B from University of Mumbai Post Graduate Diploma in Securities Law from Government Law Collage-Mumbai, Background:Mr. Shekhar R Singh is a qualified Company Secretary and law graduate with 18 years of experience in legal and Company Secretarial functions.
공고 • Jul 29Allcargo Gati Limited to Report Q1, 2026 Results on Aug 05, 2025Allcargo Gati Limited announced that they will report Q1, 2026 results on Aug 05, 2025
분석 기사 • May 23Allcargo Gati's (NSE:ACLGATI) Weak Earnings Might Be Worse Than They AppearAfter announcing weak earnings, Allcargo Gati Limited's ( NSE:ACLGATI ) stock was strong. Despite the strength in the...
Reported Earnings • May 21Full year 2025 earnings released: EPS: ₹0.82 (vs ₹1.12 in FY 2024)Full year 2025 results: EPS: ₹0.82 (down from ₹1.12 in FY 2024). Revenue: ₹15.1b (down 11% from FY 2024). Net income: ₹117.6m (down 19% from FY 2024). Profit margin: 0.8% (down from 0.9% in FY 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 13Now 22% overvaluedOver the last 90 days, the stock has fallen 10.0% to ₹62.39. The fair value is estimated to be ₹51.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.
공고 • May 09Allcargo Gati Limited to Report Q4, 2025 Results on May 15, 2025Allcargo Gati Limited announced that they will report Q4, 2025 results on May 15, 2025
분석 기사 • Apr 22Sentiment Still Eluding Allcargo Gati Limited (NSE:ACLGATI)With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Logistics industry in India, you could be...
분석 기사 • Mar 14A Look At The Intrinsic Value Of Allcargo Gati Limited (NSE:ACLGATI)Key Insights Allcargo Gati's estimated fair value is ₹56.80 based on 2 Stage Free Cash Flow to Equity Allcargo Gati's...
New Risk • Mar 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹8.40b (US$96.4m) 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 13Now 21% overvaluedOver the last 90 days, the stock has fallen 24% to ₹69.80. The fair value is estimated to be ₹57.76, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: ₹0.11 (vs ₹1.67 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.11 (down from ₹1.67 in 3Q 2024). Revenue: ₹4.44b (up 4.5% from 3Q 2024). Net income: ₹16.6m (down 92% from 3Q 2024). Profit margin: 0.4% (down from 5.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% 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 increased by 70% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
공고 • Jan 31Allcargo Gati Limited to Report Q3, 2025 Results on Feb 06, 2025Allcargo Gati Limited announced that they will report Q3, 2025 results on Feb 06, 2025
분석 기사 • Jan 11Is Allcargo Gati (NSE:ACLGATI) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공고 • Nov 30Allcargo Gati Limited Announces the Retirement of Pirojshaw Aspi Sarkari as Non-Executive Non-Independent DirectorAllcargo Gati Limited announced that Mr. Pirojshaw Aspi Sarkari, Non-Executive Non-Independent Director of the Company has retired from the aforesaid position with effect November 30, 2024.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹0.03 (vs ₹0.15 loss in 2Q 2024)Second quarter 2025 results: EPS: ₹0.03 (up from ₹0.15 loss in 2Q 2024). Revenue: ₹4.29b (down 2.7% from 2Q 2024). Net income: ₹3.00m (up ₹22.1m from 2Q 2024). Profit margin: 0.1% (up from net loss in 2Q 2024). Revenue is forecast to grow 19% 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 increased by 99% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공고 • Oct 31Allcargo Gati Limited to Report Q2, 2025 Results on Nov 07, 2024Allcargo Gati Limited announced that they will report Q2, 2025 results on Nov 07, 2024
공고 • Aug 16Allcargo Gati Limited, Annual General Meeting, Sep 10, 2024Allcargo Gati Limited, Annual General Meeting, Sep 10, 2024, at 15:00 Indian Standard Time.
공고 • Aug 10+ 1 more updateAllcargo Gati Limited Announces Management ChangesAllcargo Gati Limited announced that the Board of Directors of the Company have approved the appointment of Mr. Deepak Jagdish Pareek as "Deputy Chief Financial Officer" of the Company on the recommendation of Nomination and Remuneration Committee of the Board of Directors, with immediate effect from August 7, 2024 and the said person shall be a Senior Management Personnel of the Company. Deepak Pareek has over two decades of experience in leading Pre transaction preparedness (PE Investmentsas well as IPO) and has led Investment banking operations across sectors and geography. He has held CXO responsibilities with Infrastructure Leasing & Financial Services Ltd. group. He is a Chartered Accountant, Cost & Management Accountant, and Company Secretary. He is well- connected across all the financial services and infrastructure business segments. His area of expertise comprise of infrastructure project planning, execution and financing, project management, debt and equity fund mobilization, managing & implementing the financial strategies, business management advisory, leading digitization projects, audit process management, designing management analytical reports, financial performance management, cost optimization project management, devising guidelines for internal control over financial reporting and revenue maximization strategy. Deepak has in-depth exposure to regulatory frameworks impacting the infrastructure and BFSI sector, such as RBI Guidelines, Companies Act 2013, FEMA/ECB Guidelines. Having led large teams on big projects, he has unique leadership and analytical skills. Deepak has lead various digital transformation initiatives as functional leader across his career to name few of them were - Implementation of ERP (Microsoft Axapta) across the BFSI business group, Digitization of internal control and risk management framework, automation of land records of a foreign territory, designing the text book conversion project and many more. He has handled the buy side investment management process of the above BFSI group which involved stringent evaluation of all the prospective investment entities under the prescribed parameters and identifying the saleable ones. He is a fitness enthusiast, loves reading, yoga and travelling (currently pursuing a Design Thinking and Strategy management program from Harvard University).
Reported Earnings • Aug 03First quarter 2025 earnings released: ₹0.06 loss per share (vs ₹0.13 loss in 1Q 2024)First quarter 2025 results: ₹0.06 loss per share (improved from ₹0.13 loss in 1Q 2024). Revenue: ₹4.11b (down 3.6% from 1Q 2024). Net loss: ₹7.50m (loss narrowed 55% from 1Q 2024). Revenue is forecast to grow 18% 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 increased by 109% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공고 • Jul 26Allcargo Gati Limited to Report Q1, 2025 Results on Aug 02, 2024Allcargo Gati Limited announced that they will report Q1, 2025 results on Aug 02, 2024
New Risk • Jun 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor 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: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (13% increase in shares outstanding).
Reported Earnings • Jun 23Full year 2024 earnings released: EPS: ₹1.12 (vs ₹0.74 loss in FY 2023)Full year 2024 results: EPS: ₹1.12 (up from ₹0.74 loss in FY 2023). Revenue: ₹17.0b (down 1.5% from FY 2023). Net income: ₹145.3m (up ₹238.1m from FY 2023). Profit margin: 0.9% (up from net loss in FY 2023). Revenue is forecast to grow 15% 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 increased by 108% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jun 14Now 34% overvalued after recent price riseOver the last 90 days, the stock has risen 6.5% to ₹110. The fair value is estimated to be ₹81.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Meanwhile, the company has become profitable.
분석 기사 • May 23Allcargo Gati's (NSE:ACLGATI) Solid Earnings May Rest On Weak FoundationsAllcargo Gati Limited's ( NSE:ACLGATI ) robust recent earnings didn't do much to move the stock. We think this is due...
Reported Earnings • May 18Full year 2024 earnings released: EPS: ₹1.12 (vs ₹0.74 loss in FY 2023)Full year 2024 results: EPS: ₹1.12 (up from ₹0.74 loss in FY 2023). Revenue: ₹17.1b (flat on FY 2023). Net income: ₹145.3m (up ₹238.1m from FY 2023). Profit margin: 0.8% (up from net loss in FY 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 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 108% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 03Third quarter 2024 earnings released: EPS: ₹1.67 (vs ₹0.26 loss in 3Q 2023)Third quarter 2024 results: EPS: ₹1.67 (up from ₹0.26 loss in 3Q 2023). Revenue: ₹4.26b (down 3.4% from 3Q 2023). Net income: ₹217.6m (up ₹250.9m from 3Q 2023). Profit margin: 5.1% (up from net loss in 3Q 2023). Revenue is forecast to grow 19% 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 93% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공고 • Jan 15Allcargo Gati Limited Appoints Mr. Uday Sharma as Chief Commercial Officer of Gati Express & Supply Chain Private LimitedAllcargo Gati Limited informed that Mr. Uday Sharma appointed as Senior Management Personnel of the Company, designated as Chief Commercial Officer of Gati Express & Supply Chain Private Limited, material subsidiary of the Company with effect from, January 15, 2024. The details as required under Regulation 30 of the Listing Regulations read with SEBI Circular No. SEBI/HO/CFD/CFD-PoD-1/P/CIR/2023/123 dated July 13, 2023 are provided in `Annexure A'. Please find enclosed a press release being issued by the Company on the captioned matter in `Annexure B'. Mr. Sandeep Digambar Kulkarni comes with 22+ years of work experience. He previously worked with L&T, Amazon, Jio Mart and Indian Navy. His last role was Chief Supply Chain officer, Tata Cliq. Uday brings with him more than two decades of cross-functional experience in business development, organizational turn-around, franchise development, strategic planning, large enterprise value selling and complex deal management. Before joining Allcargo Gati, he worked with Delhivery as Head - Sales. He had also worked with Spoton Logistics, Safexpress, Aramex and Elbee India.
분석 기사 • Dec 23Allcargo Gati Limited's (NSE:ACLGATI) Share Price Matching Investor OpinionWith a median price-to-sales (or "P/S") ratio of close to 0.9x in the Logistics industry in India, you could be...
New Risk • Dec 15New major risk - Revenue and earnings growthEarnings have declined by 6.0% 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. This is currently the only risk that has been identified for the company.
공고 • Dec 11Allcargo Gati Limited Appoints Sandeep Kulkarni as COOAllcargo Gati Limited (formerly GATI) has appointed Sandeep Kulkarni as Chief Operating Officer. In this role, Sandeep will be responsible for formulating strategic planning, driving operational efficiency through new-age technology adoption, leading cross-functional operations, managing key supply chain stakeholders, and building stronger customer engagement by offering innovative and efficient logistics solutions. Sandeep will also drive a culture of innovation by identifying opportunities for technological advancements, process improvements, and sustainable practices. He will report to Pirojshaw (Phil) Sarkari, Managing Director and Chief Executive Officer, Gati Express and Supply Chain Pvt. Ltd. (GESCPL). The company's express business is housed under GESCPL. Sandeep brings in more than two decades of diversified leadership experience in industries such as retail, E-commerce, logistics and supply chain management. Before joining Allcargo Gati, he has worked with Tata Cliq as Chief Supply Chain officer. An MBA from Nanyang Business School, Singapore, Sandeep had previously worked in leadership roles in companies like L&T, Amazon and Jio Mart. He had also served Indian Navy as Lieutenant Commander (Operations, Planning, and Project Management).
Reported Earnings • Nov 04Second quarter 2024 earnings released: ₹0.15 loss per share (vs ₹0.48 profit in 2Q 2023)Second quarter 2024 results: ₹0.15 loss per share (down from ₹0.48 profit in 2Q 2023). Revenue: ₹4.45b (up 2.3% from 2Q 2023). Net loss: ₹19.1m (down 133% from profit in 2Q 2023). Revenue is forecast to grow 17% 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 increased by 78% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
공고 • Nov 01Allcargo Gati Limited Appoints Sandeep Digambar Kulkarni as Chief Operating Officer of Gati Express & Supply Chain Private LimitedAllcargo Gati Limited announced that Mr. Sandeep Digambar Kulkarni has been appointed as Senior Management Personnel of the Company, designated as Chief Operating Officer of Gati Express & Supply Chain Private Limited, material subsidiary of the Company with effect from November 01, 2023. Mr. Sandeep Digambar Kulkarni comes with 22+ years of work experience. He previously worked with L&T, Amazon, Jio Mart and Indian Navy. His last role was Chief Supply Chain officer, Tata Cliq. He has completed his MBA from Nanyang Business School, Singapore.
분석 기사 • Oct 24Gati (NSE:GATI) Could Be Struggling To Allocate CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
Price Target Changed • Oct 13Price target increased by 15% to ₹165Up from ₹144, the current price target is an average from 2 analysts. New target price is 12% above last closing price of ₹147. Stock is down 16% over the past year. The company posted a net loss per share of ₹0.74 last year.
Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Hetal Gandhi 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.
공고 • Aug 12+ 3 more updatesGati Limited to Report Q2, 2024 Results on Nov 14, 2023Gati Limited announced that they will report Q2, 2024 results at 3:30 PM, Indian Standard Time on Nov 14, 2023
공고 • Aug 10Gati Limited Announces Resignation of Huafreed Farrokh Nasarwanji as Chief Commercial OfficerGati Limited announced that Mr. Huafreed Farrokh Nasarwanji, Senior Management Personnel of the Company, has resigned from the position of Chief Commercial Officer with effect from, August 09, 2023.
Reported Earnings • Aug 05First quarter 2024 earnings released: ₹0.13 loss per share (vs ₹0.54 profit in 1Q 2023)First quarter 2024 results: ₹0.13 loss per share (down from ₹0.54 profit in 1Q 2023). Revenue: ₹4.28b (flat on 1Q 2023). Net loss: ₹16.7m (down 140% from profit in 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 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 68% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth.
공고 • Jul 29Gati Limited to Report Q1, 2024 Results on Aug 04, 2023Gati Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Aug 04, 2023
분석 기사 • Jul 21These Return Metrics Don't Make Gati (NSE:GATI) Look Too StrongTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
공고 • Jun 10Gati Limited Announces Resignation of Mr. Yasuyuki Tani as Non-Executive Nominee DirectorThis is with reference to letter dated June 09, 2023, Gati Limited have informed that the KWE Group has sold the 30% stake held in Gati-Kintetsu Express Private Limited ("GKEPL"), material subsidiary of the Company to Allcargo Logistics Limited ("Parent Company"). The transaction was completed on June 08, 2023. Pursuant to the aforesaid transaction, Mr. Yasuyuki Tani who was holding the position as Non-Executive Nominee Director on the Board of Gati Limited representing KWE Group under the investor-related provisions contained in the Articles of Association of the Company, has tendered his resignation from the position of Nominee Director from the Board of the Company with effect from June 08, 2023 along with cessation of his membership from all the committees of the Board. Date of Cessation: June 08, 2023.
공고 • May 25+ 1 more updateGati Denies Reports of Acquisition Talks with DelhiveryGati Limited (BSE:532345) has denied media reports that Delhivery Limited (NSEI:DELHIVERY) is in talks to acquire stake in the company. According to media reports, Delhivery is in talks to acquire parent Allcargo Logistics’ stake in the Hyderabad-based express logistics, warehousing and supply chain company. As on March end, Allcargo Logistics held 50.2% stake in the company “Gati is Allcargo’s subsidiary and remains an important and integral part of Allcargo Group. We remain focussed on strengthening the group’s position in the fast-growing express logistics business segment,” a statement to the stock exchanges outlined. Earlier, Delhivery had also denied the media reports about acquisition outlining that the news is factually incorrect and baseless. “There have been no such discussions whatsoever,” Delhivery said in a statement.
Reported Earnings • May 20Full year 2023 earnings released: ₹0.74 loss per share (vs ₹0.72 profit in FY 2022)Full year 2023 results: ₹0.74 loss per share (down from ₹0.72 profit in FY 2022). Revenue: ₹17.5b (up 17% from FY 2022). Net loss: ₹92.8m (down 205% from profit in FY 2022). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
공고 • May 13Gati Limited to Report Q4, 2023 Results on May 19, 2023Gati Limited announced that they will report Q4, 2023 results at 3:30 PM, Indian Standard Time on May 19, 2023
분석 기사 • Mar 16Gati (NSE:GATI) Has Some Difficulty Using Its Capital EffectivelyWhat underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
분석 기사 • Feb 15Gati (NSE:GATI) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Feb 10Price target decreased by 17% to ₹182Down from ₹220, the current price target is an average from 2 analysts. New target price is 39% above last closing price of ₹131. Stock is down 25% over the past year. The company posted earnings per share of ₹0.72 last year.
Reported Earnings • Feb 09Third quarter 2023 earnings released: ₹0.26 loss per share (vs ₹0.31 profit in 3Q 2022)Third quarter 2023 results: ₹0.26 loss per share (down from ₹0.31 profit in 3Q 2022). Revenue: ₹4.44b (up 7.4% from 3Q 2022). Net loss: ₹33.3m (down 186% from profit in 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 2 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 30% per year whereas the company’s share price has increased by 25% per year.
Buying Opportunity • Jan 30Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 22%. The fair value is estimated to be ₹174, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Dec 20Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be ₹193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Non-Executive Non-Independent Director Kaiwan Kalyaniwalla is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: ₹0.48 (vs ₹4.03 in 2Q 2022)Second quarter 2023 results: EPS: ₹0.48 (down from ₹4.03 in 2Q 2022). Revenue: ₹4.43b (up 11% from 2Q 2022). Net income: ₹58.2m (down 88% from 2Q 2022). Profit margin: 1.3% (down from 12% in 2Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Logistics industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Sep 30Gati (NSE:GATI) May Have Issues Allocating Its CapitalWhen researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
공고 • Sep 17Gati Limited Appoints Yasuyuki Tani as Nominee DirectorGati Limited approved appointment of Mr. Yasuyuki Tani as Nominee Director of the company.
공고 • Aug 25+ 2 more updatesGati Limited to Report Fiscal Year 2023 Results on May 30, 2023Gati Limited announced that they will report fiscal year 2023 results on May 30, 2023
공고 • Aug 20Gati Limited, Annual General Meeting, Sep 15, 2022Gati Limited, Annual General Meeting, Sep 15, 2022, at 15:00 Indian Standard Time.
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: ₹0.54 (vs ₹1.53 loss in 1Q 2022)First quarter 2023 results: EPS: ₹0.54 (up from ₹1.53 loss in 1Q 2022). Revenue: ₹4.37b (up 51% from 1Q 2022). Net income: ₹42.3m (up ₹228.8m from 1Q 2022). Profit margin: 1.0% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 7.8%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 58% per year, which means it is well ahead of earnings.
공고 • Jul 28Gati Limited to Report Q1, 2023 Results on Aug 02, 2022Gati Limited announced that they will report Q1, 2023 results on Aug 02, 2022
공고 • Jul 04Gati Limited Announces Resignation of Yasuhiro Kaneda as Nominee DirectorGati Limited announced that Mr. Yasuhiro Kaneda has stepped down from the position of Nominee Director of the Company with effect from July 01, 2022 due to their other professional assignment.
분석 기사 • May 28Calculating The Intrinsic Value Of Gati Limited (NSE:GATI)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Gati Limited...
분석 기사 • May 28Gati's (NSE:GATI) Solid Profits Have Weak FundamentalsDespite posting some strong earnings, the market for Gati Limited's ( NSE:GATI ) stock hasn't moved much. Our analysis...
Reported Earnings • May 22Full year 2022 earnings released: ₹0.36 loss per share (vs ₹18.69 loss in FY 2021)Full year 2022 results: ₹0.36 loss per share (up from ₹18.69 loss in FY 2021). Revenue: ₹15.1b (up 14% from FY 2021). Net income: ₹88.7m (up ₹2.37b from FY 2021). Profit margin: 0.6% (up from net loss in FY 2021). Over the next year, revenue is forecast to grow 27%, compared to a 8.6% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
분석 기사 • Apr 29Returns On Capital Signal Difficult Times Ahead For Gati (NSE:GATI)What underlying fundamental trends can indicate that a company might be in decline? Businesses in decline often have...
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Nominee Director Yasuhiro Kaneda is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공고 • Feb 05Gati Limited Appoints Anish T Mathew as Chief Financial OfficerThe board of directors of Gati Limited meeting held on appointed February 4, 2022 approved the appointment of Mr. Anish T Mathew as a Chief Financial Officer and Key Managerial Personnel of the Company with immediate effect i.e. February 04, 2022.
Reported Earnings • Feb 05Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹0.31 (up from ₹2.10 loss in 3Q 2021). Revenue: ₹4.16b (up 3.8% from 3Q 2021). Net income: ₹38.9m (up ₹293.8m from 3Q 2021). Profit margin: 0.9% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 19%, compared to a 6.7% growth forecast for the industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance.
분석 기사 • Jan 12Gati (NSE:GATI) Is Finding It Tricky To Allocate Its CapitalTo avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS ₹4.03 (vs ₹0.69 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹4.01b (up 19% from 2Q 2021). Net income: ₹492.6m (up ₹576.3m from 2Q 2021). Profit margin: 12% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 125 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Oct 06Insider recently sold ₹2.7m worth of stockOn the 30th of September, Pavel Chopra sold around 20k shares on-market at roughly ₹137 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹7.9m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 11Chief Executive Officer recently bought ₹494k worth of stockOn the 3rd of September, Pirojshaw Sarkari bought around 3k shares on-market at roughly ₹143 per share. This was the largest purchase by an insider in the last 3 months. This was Pirojshaw's only on-market trade for the last 12 months.
Reported Earnings • Aug 11First quarter 2022 earnings released: ₹1.53 loss per share (vs ₹2.21 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: ₹2.90b (up 77% from 1Q 2021). Net loss: ₹186.5m (loss narrowed 31% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 136 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 10Independent Director Prabhu Shukla has left the companyOn the 3rd of August, Prabhu Shukla's tenure as Independent Director ended after 8.8 years in the role. We don't have any record of a personal shareholding under Prabhu's name. A total of 8 executives have left over the last 12 months. The current median tenure of the management team is 3.33 years.
공고 • Jul 16Mandala Capital Limited completed the acquisition of an additional 69.79% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345).Mandala Capital Limited entered into a Share Purchase Agreement to acquire an additional 69.79% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) for INR 0.5 million on May 25, 2021. Post transaction, Mandala Capital Limited will have 99.89% stake in Gati Kausar India Limited and Gati Limited will not have any stake in Gati Kausar India Limited. Transaction has been approved by the Board of Directors of Gati Limited. Transaction is expected to close on June 30, 2021. Mandala Capital Limited completed the acquisition of an additional 69.79% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) on July 14, 2021.
공고 • Jun 18Gati Limited announced that it has received INR 275.000075 million in funding from Allcargo Logistics LimitedOn June 17, 2021, Gati Limited (BSE:532345) closed the transaction.
Reported Earnings • May 28Full year 2021 earnings released: ₹18.69 loss per share (vs ₹7.04 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: ₹13.2b (down 23% from FY 2020). Net loss: ₹2.28b (loss widened 191% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 143 percentage points per year, which is a significant difference in performance.
공고 • May 26Mandala Capital Limited entered into a Share Purchase Agreement to acquire an additional 69.89% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) for INR 0.5 million.Mandala Capital Limited entered into a Share Purchase Agreement to acquire an additional 69.89% majority stake in Gati Kausar India Limited from Gati Limited (BSE:532345) for INR 0.5 million on May 25, 2021. Post transaction, Mandala Capital Limited will have 99.89% stake in Gati Kausar India Limited and Gati Limited will not have any stake in Gati Kausar India Limited. Transaction is expected to close on June 30, 2021.
공고 • May 08Gati Limited announced that it expects to receive INR 275.000075 million in funding from Allcargo Logistics LimitedGati Limited (BSE:532345) announced a private placement of 10,23,020 common shares of face value of INR 2 each for at a price of INR 97.75 per share for gross proceeds of INR 100,000,205 and 71,61,120 prepaid warrants at a price of INR 24.4375 for gross proceeds of INR 174,999,870 for aggregate gross proceeds of INR 275,000,075 on May 7, 2021. The transaction will include participation from returning investor Allcargo Logistics Limited (BSE:532749). The warrants will be convertible into one common share of the company at INR 73.3125 per share and will mature in 18 months from the date of the allotment. The company will receive 25% of the total amount as upfront payment at the time of allotment of warrants and the remaining 75% will be paid within 18 months. The transaction has been approved by the board of directors of the company.
Executive Departure • Mar 06Additional Independent Director has left the companyOn the 4th of March, Mohinder Bansal's tenure as Additional Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under Mohinder's name. A total of 9 executives have left over the last 12 months.
공고 • Mar 05Gati Limited Announces Resignation of Mohinder Pal Bansal as Independent DirectorGati Limited announced that Mr. Mohinder Pal Bansal (DIN: 01626343), has stepped down from the position of the Independent Director of the Company with effect from March 04, 2021 due to my personal reasons.
Is New 90 Day High Low • Mar 04New 90-day high: ₹112The company is up 26% from its price of ₹88.30 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 11% over the same period.
분석 기사 • Feb 15What Type Of Shareholders Make Up Gati Limited's (NSE:GATI) Share Registry?The big shareholder groups in Gati Limited ( NSE:GATI ) have power over the company. Institutions often own shares in...
공고 • Feb 08Gati Limited Appoints Nilesh Shivji Vikamsey as an Additional Non-Executive - Independent DirectorThe Board of Directors of Gati Limited at their meeting held on February 05, 2021, has considered and approved the appointment of Mr. Nilesh Shivji Vikamsey as an Additional Non-Executive - Independent Director on the board of the company, based on the recommendation of Nomination and Remuneration Committee for a tenure of 5 years with effect from February 05, 2021.
Reported Earnings • Feb 06Third quarter 2021 earnings released: ₹2.10 loss per share (vs ₹0.46 loss in 3Q 2020)The company reported a poor third quarter result with increased losses, weaker revenues and weaker control over costs. Third quarter 2021 results: Revenue: ₹4.01b (down 9.6% from 3Q 2020). Net loss: ₹254.9m (loss widened 410% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance.
공고 • Jan 30Gati Limited to Report Q3, 2021 Results on Feb 05, 2021Gati Limited announced that they will report Q3, 2021 results on Feb 05, 2021
공고 • Jan 03Gati Limited Announces Resignation of N Srinivasan as DirectorGati Limited announced that Mr. N Srinivasan has stepped down from the position of the Independent Director of the company with effect from January 01, 2021. Further, the Company has received confirmation from Mr. N Srinivasan that there are no other material reasons for his resignation other than those which is provided in the resignation letter dated December 10, 2020.
Is New 90 Day High Low • Dec 30New 90-day high: ₹97.80The company is up 68% from its price of ₹58.35 on 01 October 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 23% over the same period.
