Reported Earnings • Nov 17
Second 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. Announcement • Sep 30
Allcargo Gati Limited to Report Q2, 2026 Results on Nov 05, 2025 Allcargo Gati Limited announced that they will report Q2, 2026 results on Nov 05, 2025 New Risk • Sep 24
New minor risk - Market cap size The 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). Announcement • Sep 03
Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025 Allcargo Gati Limited, Annual General Meeting, Sep 25, 2025, at 11:00 Indian Standard Time. Reported Earnings • Aug 06
First 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. Announcement • Aug 05
Allcargo Gati Limited Approves Appointment of Mr. Shekhar R Singh as the Company Secretary & Compliance Officer,Effective August 5, 2025 Allcargo 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. Announcement • Jul 29
Allcargo Gati Limited to Report Q1, 2026 Results on Aug 05, 2025 Allcargo Gati Limited announced that they will report Q1, 2026 results on Aug 05, 2025 Reported Earnings • May 21
Full 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 13
Now 22% overvalued Over the last 90 days, the stock has fallen 9.9% to ₹62.42. The fair value is estimated to be ₹51.37, 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. Announcement • May 09
Allcargo Gati Limited to Report Q4, 2025 Results on May 15, 2025 Allcargo Gati Limited announced that they will report Q4, 2025 results on May 15, 2025 New Risk • Mar 11
New minor risk - Market cap size The 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 13
Now 21% overvalued Over the last 90 days, the stock has fallen 24% to ₹70.01. The fair value is estimated to be ₹57.85, 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 07
Third 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. Announcement • Jan 31
Allcargo Gati Limited to Report Q3, 2025 Results on Feb 06, 2025 Allcargo Gati Limited announced that they will report Q3, 2025 results on Feb 06, 2025 Announcement • Nov 30
Allcargo Gati Limited Announces the Retirement of Pirojshaw Aspi Sarkari as Non-Executive Non-Independent Director Allcargo 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 08
Second 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. Announcement • Oct 31
Allcargo Gati Limited to Report Q2, 2025 Results on Nov 07, 2024 Allcargo Gati Limited announced that they will report Q2, 2025 results on Nov 07, 2024 Announcement • Aug 16
Allcargo Gati Limited, Annual General Meeting, Sep 10, 2024 Allcargo Gati Limited, Annual General Meeting, Sep 10, 2024, at 15:00 Indian Standard Time. Reported Earnings • Aug 03
First 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. Announcement • Jul 26
Allcargo Gati Limited to Report Q1, 2025 Results on Aug 02, 2024 Allcargo Gati Limited announced that they will report Q1, 2025 results on Aug 02, 2024 New Risk • Jun 29
New minor risk - Shareholder dilution The 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 23
Full 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 14
Now 36% overvalued after recent price rise Over the last 90 days, the stock has risen 6.9% to ₹110. The fair value is estimated to be ₹80.75, 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. Reported Earnings • May 18
Full 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 03
Third 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. Announcement • Jan 15
Allcargo Gati Limited Appoints Mr. Uday Sharma as Chief Commercial Officer of Gati Express & Supply Chain Private Limited Allcargo 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. New Risk • Dec 15
New major risk - Revenue and earnings growth Earnings 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. Announcement • Dec 11
Allcargo Gati Limited Appoints Sandeep Kulkarni as COO Allcargo 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 04
Second 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. Announcement • Nov 01
Allcargo Gati Limited Appoints Sandeep Digambar Kulkarni as Chief Operating Officer of Gati Express & Supply Chain Private Limited Allcargo 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. Price Target Changed • Oct 13
Price target increased by 15% to ₹165 Up 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 19
High number of new directors There 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. Announcement • Aug 10
Gati Limited Announces Resignation of Huafreed Farrokh Nasarwanji as Chief Commercial Officer Gati 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 05
First 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. Announcement • Jul 29
Gati Limited to Report Q1, 2024 Results on Aug 04, 2023 Gati Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Aug 04, 2023 Announcement • Jun 10
Gati Limited Announces Resignation of Mr. Yasuyuki Tani as Non-Executive Nominee Director This 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. Reported Earnings • May 20
Full 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. Announcement • May 13
Gati Limited to Report Q4, 2023 Results on May 19, 2023 Gati Limited announced that they will report Q4, 2023 results at 3:30 PM, Indian Standard Time on May 19, 2023 Price Target Changed • Feb 10
Price target decreased by 17% to ₹182 Down 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 09
Third 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 30
Now 21% undervalued after recent price drop Over 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 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be ₹194, 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 16
High number of new and inexperienced directors There 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 03
Second 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. Reported Earnings • Aug 03
First 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. Reported Earnings • May 22
Full 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. Price Target Changed • Apr 27
Price target increased to ₹288 Up from ₹95.00, the current price target is provided by 1 analyst. New target price is 65% above last closing price of ₹174. Stock is up 76% over the past year. The company posted a net loss per share of ₹18.69 last year. Board Change • Apr 27
High number of new and inexperienced directors There 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. Reported Earnings • Feb 05
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third 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. Reported Earnings • Oct 27
Second 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 06
Insider recently sold ₹2.7m worth of stock On 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 11
Chief Executive Officer recently bought ₹494k worth of stock On 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 11
First 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 10
Independent Director Prabhu Shukla has left the company On 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. Reported Earnings • May 28
Full 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. Executive Departure • Mar 06
Additional Independent Director has left the company On 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. Is New 90 Day High Low • Mar 04
New 90-day high: ₹111 The company is up 26% from its price of ₹88.40 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. Reported Earnings • Feb 06
Third 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. Is New 90 Day High Low • Dec 30
New 90-day high: ₹97.70 The company is up 68% from its price of ₹58.25 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. Recent Insider Transactions • Dec 24
President of Business & Operations recently sold ₹5.6m worth of stock On the 18th of December, Bala Aghoramurthy sold around 64k shares on-market at roughly ₹87.75 per share. This was the largest sale by an insider in the last 3 months. This was Bala's only on-market trade for the last 12 months. Is New 90 Day High Low • Nov 11
New 90-day high: ₹72.60 The company is up 65% from its price of ₹43.95 on 13 August 2020. The Indian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 38% over the same period. Is New 90 Day High Low • Oct 26
New 90-day high: ₹58.35 The company is up 30% from its price of ₹44.80 on 28 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 28% over the same period. Announcement • Sep 29
Gati Limited Announces Resignation of Mahendra Kumar Agarwal as Director, Managing Director and Key Managerial Personnel Gati Limited announced that Mahendra Kumar Agarwal, has stepped down from the position of the Director, Managing Director and Key Managerial Personnel of the company with effect from September 28, 2020 pursuant to the Share Purchase Agreement entered by him along with two other Promoter group members ("Sellers") with Allcargo Logistics Limited ("Acquirer") on December 05, 2019. Is New 90 Day High Low • Sep 29
New 90-day high: ₹56.90 The company is up 30% from its price of ₹43.70 on 01 July 2020. The Indian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Logistics industry, which is also up 30% over the same period. Announcement • Sep 08
Gati Limited to Report Q1, 2021 Results on Sep 14, 2020 Gati Limited announced that they will report Q1, 2021 results on Sep 14, 2020 Announcement • Aug 19
Allcargo Belgium Nv and Wingdom APAC Ltd entered into a share purchase agreement to acquire Gati Asia Pacific Pte Ltd. from Gati Limited (BSE:532345) for SGD 1. Allcargo Belgium Nv and Wingdom APAC Ltd entered into a share purchase agreement to acquire Gati Asia Pacific Pte Ltd. from Gati Limited (BSE:532345) for SGD 1 on August 17, 2020. Pursuant to the transaction, Allcargo Belgium will acquire 75 % stake in Gati Asia Pacific while Wingdom will acquire 25% stake. For the financial year eneded March 31, 2020, Gati Asia Pacific reported turnover of approximately INR 400 million (SGD 7.6 million) and net worth of INR 21 million (SGD 0.4 million). The transaction is expected to complete on September 15, 2020. Announcement • Jul 09
Allcargo Logistics Limited (BSE:532749) completed the acquisition of 26% stake in Gati Limited (BSE:532345). Allcargo Logistics Limited (BSE:532749) made a mandatory tender offer to acquire 26% stake in Gati Limited (BSE:532345) for INR 2.4 billion on December 5, 2019. Under the terms of the offer, Allcargo will acquire 31.7 million shares for INR 75 per share in cash. In a related deal, Allcargo entered into a share purchase agreement to acquire 8.51% stake in Gati Limited from Mahendra Kumar Agarwal, TCI Finance Limited (NSEI:TCIFINANCE) and Mahendra Investments Advisors Private Limited for approximately INR 780 million and agreed to acquire 10.92% stake in Gati Limited through preferential allotment. Allcargo Logistics has made firm financial arrangements for the acquisition of the equity shares. Preferential allotment and part purchase of promoter shares has been completed by Allcargo in January 2020. As part of this process, two directors of Allcargo have been appointed on the Gati Board. The offer is not conditional upon any minimum level of acceptance. The offer is not subject to the receipt of any statutory, regulatory and/or other approvals/no objections. The transaction is subject to approval by SEBI (Securities and Exchange Board of India). The deal was approved by Board of Allcargo Logistics Limited. As of January 8, 2020, Gati shareholders approved the deal with over 87% voting in favor of the deal. As of February 25, 2020, SEBI approved the deal. Committee of Independent Directors recommended the transaction as fair to the shareholders of Gati. The offer is expected to complete on February 10, 2020. As of March 5, 2020, the offer period shall commence on March 13, 2020 and shall close on March 27, 2020. Kavita Shah of Inga Ventures Pvt. Ltd. acted as manager of the offer for Allcargo Logistics Limited. Systematix Corporate Services Limited acted as financial advisor to Allcargo. Sumeet Deshpande of Link Intime India Private Limited acted as registrar to Allcargo for the offer. Kuldeep Vashisht of ITI Securities Broking Limited acted as broker for Allcargo.
Allcargo Logistics Limited (BSE:532749) completed the acquisition of 26% stake in Gati Limited (BSE:532345) on April 8, 2020. 
