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Allcargo Logistics

NSEI:ALLCARGO
Snowflake Description

Flawless balance sheet average dividend payer.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
ALLCARGO
NSEI
₹29B
Market Cap
  1. Home
  2. IN
  3. Transportation
Company description

Allcargo Logistics Limited provides integrated logistics solutions in Indi, the United States, Far East, Europe, and internationally. The last earnings update was 72 days ago. More info.


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ALLCARGO Share Price and Events
7 Day Returns
-0.3%
NSEI:ALLCARGO
-1.3%
IN Logistics
0.8%
IN Market
1 Year Returns
-22.3%
NSEI:ALLCARGO
-12.3%
IN Logistics
-0.7%
IN Market
ALLCARGO Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Allcargo Logistics (ALLCARGO) -0.3% 0.1% 4.8% -22.3% -27.6% 55.1%
IN Logistics -1.3% -1.7% 0.2% -12.3% -35.5% 18%
IN Market 0.8% 2.1% 5.8% -0.7% 41.2% 72.5%
1 Year Return vs Industry and Market
  • ALLCARGO underperformed the Logistics industry which returned -12.3% over the past year.
  • ALLCARGO underperformed the Market in India which returned -0.7% over the past year.
Price Volatility
ALLCARGO
Industry
5yr Volatility vs Market

Value

 Is Allcargo Logistics undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for Allcargo Logistics. This is due to cash flow or dividend data being unavailable. The share price is ₹116.3.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Allcargo Logistics's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Allcargo Logistics's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NSEI:ALLCARGO PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in INR ₹7.09
BSE:532749 Share Price ** BSE (2019-04-18) in INR ₹116.15
India Logistics Industry PE Ratio Median Figure of 19 Publicly-Listed Logistics Companies 17.84x
India Market PE Ratio Median Figure of 2,738 Publicly-Listed Companies 16.33x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Allcargo Logistics.

NSEI:ALLCARGO PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= BSE:532749 Share Price ÷ EPS (both in INR)

= 116.15 ÷ 7.09

16.37x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Allcargo Logistics is good value based on earnings compared to the IN Logistics industry average.
  • Allcargo Logistics is overvalued based on earnings compared to the India market.
Price based on expected Growth
Does Allcargo Logistics's expected growth come at a high price?
Raw Data
NSEI:ALLCARGO PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 16.37x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 4 Analysts
17.5%per year
India Logistics Industry PEG Ratio Median Figure of 7 Publicly-Listed Logistics Companies 1.49x
India Market PEG Ratio Median Figure of 585 Publicly-Listed Companies 1.32x

*Line of best fit is calculated by linear regression .

NSEI:ALLCARGO PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 16.37x ÷ 17.5%

0.94x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Allcargo Logistics is good value based on expected growth next year.
Price based on value of assets
What value do investors place on Allcargo Logistics's assets?
Raw Data
NSEI:ALLCARGO PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in INR ₹82.75
BSE:532749 Share Price * BSE (2019-04-18) in INR ₹116.15
India Logistics Industry PB Ratio Median Figure of 20 Publicly-Listed Logistics Companies 1.49x
India Market PB Ratio Median Figure of 3,628 Publicly-Listed Companies 1.11x
NSEI:ALLCARGO PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= BSE:532749 Share Price ÷ Book Value per Share (both in INR)

= 116.15 ÷ 82.75

1.4x

* Primary Listing of Allcargo Logistics.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Allcargo Logistics is good value based on assets compared to the IN Logistics industry average.
X
Value checks
We assess Allcargo Logistics's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Logistics industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Logistics industry average (and greater than 0)? (1 check)
  5. Allcargo Logistics has a total score of 3/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is Allcargo Logistics expected to perform in the next 1 to 3 years based on estimates from 4 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
17.5%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Allcargo Logistics expected to grow at an attractive rate?
  • Allcargo Logistics's earnings growth is expected to exceed the low risk savings rate of 7.6%.
Growth vs Market Checks
  • Allcargo Logistics's earnings growth is positive but not above the India market average.
  • Allcargo Logistics's revenue growth is positive but not above the India market average.
Annual Growth Rates Comparison
Raw Data
NSEI:ALLCARGO Future Growth Rates Data Sources
Data Point Source Value (per year)
NSEI:ALLCARGO Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 4 Analysts 17.5%
NSEI:ALLCARGO Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 4 Analysts 10.4%
India Logistics Industry Earnings Growth Rate Market Cap Weighted Average 30.7%
India Logistics Industry Revenue Growth Rate Market Cap Weighted Average 15.2%
India Market Earnings Growth Rate Market Cap Weighted Average 18.5%
India Market Revenue Growth Rate Market Cap Weighted Average 11.7%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NSEI:ALLCARGO Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 4 Analyst Estimates (S&P Global) See Below
All numbers in INR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NSEI:ALLCARGO Future Estimates Data
Date (Data in INR Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2021-03-31 84,865 4,532 2,936 4
2020-03-31 77,491 3,881 2,588 4
2019-03-31 69,425 3,129 2,198 4
NSEI:ALLCARGO Past Financials Data
Date (Data in INR Millions) Revenue Cash Flow Net Income *
2018-12-31 67,013 1,743
2018-09-30 63,785 1,613
2018-06-30 61,885 1,633
2018-03-31 60,469 3,082 1,714
2017-12-31 58,734 2,169
2017-09-30 58,049 2,313
2017-06-30 56,679 2,319
2017-03-31 55,834 3,585 2,318
2016-12-31 56,551 2,717
2016-09-30 55,727 2,769
2016-06-30 56,187 2,727
2016-03-31 56,405 4,402 2,399

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Allcargo Logistics's earnings are expected to grow by 17.5% yearly, however this is not considered high growth (20% yearly).
  • Allcargo Logistics's revenue is expected to grow by 10.4% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NSEI:ALLCARGO Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 4 Analyst Estimates (S&P Global) See Below

All data from Allcargo Logistics Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NSEI:ALLCARGO Future Estimates Data
Date (Data in INR Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2021-03-31 12.08 15.00 9.90 4.00
2020-03-31 10.53 12.00 9.00 4.00
2019-03-31 8.85 9.10 8.60 4.00
NSEI:ALLCARGO Past Financials Data
Date (Data in INR Millions) EPS *
2018-12-31 7.09
2018-09-30 6.57
2018-06-30 6.64
2018-03-31 6.97
2017-12-31 8.82
2017-09-30 9.34
2017-06-30 9.32
2017-03-31 9.25
2016-12-31 10.78
2016-09-30 10.99
2016-06-30 10.82
2016-03-31 9.52

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Allcargo Logistics is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Allcargo Logistics's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the India market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the India market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Allcargo Logistics has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has Allcargo Logistics performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Allcargo Logistics's growth in the last year to its industry (Logistics).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Allcargo Logistics's year on year earnings growth rate has been positive over the past 5 years, however the most recent earnings are below average.
  • Allcargo Logistics's 1-year earnings growth is negative, it can't be compared to the 5-year average.
  • Allcargo Logistics's 1-year earnings growth is negative, it can't be compared to the IN Logistics industry average.
Earnings and Revenue History
Allcargo Logistics's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Allcargo Logistics Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NSEI:ALLCARGO Past Revenue, Cash Flow and Net Income Data
Date (Data in INR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 67,013.10 1,742.70 1,359.40
2018-09-30 63,784.90 1,613.10 1,359.40
2018-06-30 61,884.70 1,633.10
2018-03-31 60,469.10 1,713.50 1,359.40
2017-12-31 58,733.90 2,169.00 1,190.80
2017-09-30 58,049.20 2,313.20 1,190.80
2017-06-30 56,678.70 2,319.30
2017-03-31 55,833.60 2,318.20 1,232.50
2016-12-31 56,550.90 2,716.50 1,143.20
2016-09-30 55,726.80 2,768.80 1,139.60
2016-06-30 56,187.30 2,727.30 1,144.70
2016-03-31 56,405.20 2,398.70 1,136.00
2015-12-31 56,946.80 2,646.50 3,011.40
2015-09-30 57,871.70 2,749.30 2,996.30
2015-06-30 57,814.00 2,660.10 3,053.70
2015-03-31 56,244.00 2,398.90 1,090.40
2014-12-31 54,928.40 1,959.30 3,121.60
2014-09-30 55,774.90 1,811.70 3,030.50
2014-06-30 51,879.40 1,596.60 3,012.10
2014-03-31 48,474.50 1,493.30 2,653.20
2013-12-31 45,309.40 1,546.50 2,124.70
2013-09-30 39,877.40 1,337.10 2,331.60
2013-06-30 39,291.90 1,507.90 2,405.00
2013-03-31 39,259.70 1,697.40 2,816.10
2012-12-31 37,174.20 2,075.77 2,392.40

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Allcargo Logistics has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Allcargo Logistics used its assets less efficiently than the IN Logistics industry average last year based on Return on Assets.
  • Allcargo Logistics's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Allcargo Logistics's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Logistics industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Allcargo Logistics has a total score of 1/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is Allcargo Logistics's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Allcargo Logistics's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Allcargo Logistics is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Allcargo Logistics's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Allcargo Logistics's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 4x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Allcargo Logistics Company Filings, last reported 3 months ago.

NSEI:ALLCARGO Past Debt and Equity Data
Date (Data in INR Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 20,479.20 4,475.60 3,962.20
2018-09-30 20,479.20 4,475.60 3,962.20
2018-06-30 19,815.50 5,113.70 4,183.90
2018-03-31 19,815.50 4,741.60 3,546.10
2017-12-31 19,301.10 5,228.80 3,457.60
2017-09-30 19,301.10 5,228.80 3,457.60
2017-06-30 18,129.40 5,133.90 2,753.70
2017-03-31 18,129.40 5,896.40 2,619.00
2016-12-31 18,913.90 3,969.10 2,689.30
2016-09-30 18,913.90 3,969.10 2,689.30
2016-06-30 22,291.10 5,432.70 2,744.90
2016-03-31 17,579.50 5,132.70 2,627.80
2015-12-31 21,103.40 4,577.10 2,676.60
2015-09-30 21,103.40 4,577.10 2,676.60
2015-06-30 19,298.50 6,145.50 1,928.40
2015-03-31 19,298.50 6,145.50 1,928.10
2014-12-31 18,885.80 5,835.20 2,085.90
2014-09-30 18,885.80 5,835.20 2,085.90
2014-06-30 18,394.50 9,921.10 2,993.70
2014-03-31 18,394.50 9,921.10 2,993.70
2013-12-31 18,125.20 5,991.80 2,508.10
2013-09-30 18,125.20 5,991.80 2,508.10
2013-06-30 16,289.70 7,321.30 2,320.50
2013-03-31 16,289.60 7,274.80 2,320.40
2012-12-31
  • Allcargo Logistics's level of debt (21.9%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (33.3% vs 21.9% today).
  • Debt is well covered by operating cash flow (68.9%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 9.5x coverage).
X
Financial health checks
We assess Allcargo Logistics's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Allcargo Logistics has a total score of 6/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is Allcargo Logistics's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
1.72%
Current annual income from Allcargo Logistics dividends. Estimated to be 2.54% next year.
If you bought ₹2,000 of Allcargo Logistics shares you are expected to receive ₹34 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Allcargo Logistics's pays a higher dividend yield than the bottom 25% of dividend payers in India (0.5%).
  • Allcargo Logistics's dividend is below the markets top 25% of dividend payers in India (1.93%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NSEI:ALLCARGO Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 4 Analyst Estimates (S&P Global) See Below
India Logistics Industry Average Dividend Yield Market Cap Weighted Average of 10 Stocks 0.6%
India Market Average Dividend Yield Market Cap Weighted Average of 1399 Stocks 1.4%
India Minimum Threshold Dividend Yield 10th Percentile 0.3%
India Bottom 25% Dividend Yield 25th Percentile 0.5%
India Top 25% Dividend Yield 75th Percentile 1.9%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NSEI:ALLCARGO Future Dividends Estimate Data
Date (Data in ₹) Dividend per Share (annual) Avg. No. Analysts
2021-03-31 3.20 2.00
2020-03-31 2.70 2.00
2019-03-31 3.30 2.00
NSEI:ALLCARGO Past Annualized Dividends Data
Date (Data in ₹) Dividend per share (annual) Avg. Yield (%)
2019-02-08 2.000 1.838
2018-05-22 2.000 1.825
2017-08-18 2.000 1.187
2017-06-02 2.000 1.165
2016-06-30 2.000 1.122
2016-05-20 2.000 1.201
2016-03-14 2.000 1.301
2015-05-22 1.400 0.860
2015-02-12 0.600 0.367
2014-11-13 0.600 0.373
2014-08-07 0.600 0.496
2014-07-11 0.750 0.614
2014-05-26 0.750 0.705
2013-07-15 0.750 1.400
2013-05-30 0.750 1.582
2012-07-27 0.750 1.189
2012-05-31 0.750 1.164
2011-10-17 1.000 1.522
2011-05-17 0.500 0.637
2010-11-15 0.500 0.656
2010-08-16 0.500 0.623
2010-04-22 0.500 0.582
2010-01-15 0.500 0.539
2009-10-30 0.100 0.106
2009-05-26 0.250 0.308
2009-04-22 0.250 0.313

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Dividends per share have been volatile in the past 10 years (annual drop of over 20%).
  • Dividends per share have increased over the past 10 years.
Current Payout to shareholders
What portion of Allcargo Logistics's earnings are paid to the shareholders as a dividend.
  • Dividends paid are well covered by earnings (3.5x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be well covered by earnings (3.8x coverage).
X
Income/ dividend checks
We assess Allcargo Logistics's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.3%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Allcargo Logistics afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Allcargo Logistics has a total score of 4/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of Allcargo Logistics's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Shashi Shetty
COMPENSATION ₹51,309,000
AGE 61
CEO Bio

Dr. Shashi Kiran Shetty is Founder and the Chairman and Managing Director of Allcargo Logistics Limited (formerly Allcargo Global Logistics Limited). Dr. Shetty is the promoter of Allcargo Global Logistics Limited. He started his career in the Logistic industry in 1978 with Intermodal Transport and Trading Systems Private Limited, Mumbai. Subsequently, he moved to Forbes Gokak, a TATA Group Company where he gained experience in port operations. In 1982, he set up M/s. Transindia Freight Services, a partnership firm into transportation business catering to liner shipping services. Subsequently, he formed a company namely, Transindia Freight Services Private Limited in the year 1995 which initially catered to the liner shipping industry and went on to provide container and project related transportation services to various exporters and importers. His experience was in the area of providing complete door-to-door solutions. Having gained expertise, he commenced freight forwarding and consolidation activities, catering to exporters by working closely with various agents worldwide, for ensuring, handling and delivery of cargo at its destination in an efficient manner. He was instrumental in Allcargo Global Logistics Limited being appointed as general agent in India for ASIA Lines Ltd., a Mauritius based NVOCC Company. Dr. Shetty joined hands with ECU Line N.V. in 1995 and set up offices and franchisees across the country, thereby expanding the MTO business. With the Government having opened up the CFS activities to the private sector, his foresight led Allcargo Global Logistics Limited to set up CFS activity in 2003. He has been Director of Allcargo Logistics Limited since August 1993. Dr. Shetty serves as a Director of Transindia Freight Pvt. Ltd. Nil N.A., Avadh Marketing Pvt. Ltd. Nil N.A., Prominent Estate Holdings Pvt. Ltd. Nil N.A., Allcargo Movers (Bombay) Pvt. Ltd. Nil N.A., Allnet Infotech Pvt. Ltd. Nil N.A., Jupiter Machines Pvt. Ltd. Nil N.A., Transindia Freight Services Pvt. Ltd. Nil N.A., Allcargo Shipping Services Pvt. Ltd. Nil N.A., N. R. Holdings Pvt. Ltd. Nil N.A., Sealand Cranes Pvt. Ltd. Nil N.A., Alltrans Logistics Pvt. Ltd. Nil N.A., Alltrans Port Management Pvt. Ltd. Nil N.A., Contech Estate Pvt. Ltd. Nil N.A., SKS Netgate Pvt. Ltd. Nil N.A., Energy Health Spas Pvt. Ltd. Nil N.A., Avash Builders Pvt. Ltd. Nil N.A., TransNepal Freight Services Pvt. Ltd. Nil N.A., ECU International (Asia) Pvt. Ltd. Nil N.A., ECU Hold N.V. Nil N.A., Allcargo Belgium N.V. Nil N.A. and Hindustan Cargo Ltd. Nil N.A. He has served as an Ex-trustee of Mumbai Port Trust and serves as the Vice Chairman of the Association of Multimodal Transport Operators of India (AMTOI). Dr. Shetty has a bachelor’s degree in commerce from Shri Venkatramana Swamy College, Karnataka. Dr. Shetty was awarded the ‘Honorary Doctorate’ by Mangalore University in 2015.

CEO Compensation
  • Shashi's compensation has been consistent with company performance over the past year.
  • Shashi's remuneration is higher than average for companies of similar size in India.
Management Team Tenure

Average tenure and age of the Allcargo Logistics management team in years:

0.8
Average Tenure
58
Average Age
  • The average tenure for the Allcargo Logistics management team is less than 2 years, this suggests a new team.
Management Team

Shashi Shetty

TITLE
Founder
COMPENSATION
₹51M
AGE
61

Adarsh Hegde

TITLE
Joint MD & Executive Director
COMPENSATION
₹52M
AGE
54
TENURE
2.8 yrs

Deepal Shah

TITLE
CFO & Chief Investor Relations Officer
TENURE
0.2 yrs

Ashish Mathur

TITLE
Group Chief Information Officer
TENURE
0.8 yrs

Ajit Jangle

TITLE
Head of Corporate Business Development

P. Shetty

TITLE
Mentor of Human Resource Management

Pramod Kokate

TITLE
Chief Commercial Officer of CFS & ICD
AGE
58

Simon Bajada

TITLE
Head of LCL Product

K. Mukundan

TITLE
Chief Assurance & Risk Executive

Tim Tudor

TITLE
Regional Chief Executive Officer of Americas
Board of Directors Tenure

Average tenure and age of the Allcargo Logistics board of directors in years:

6.9
Average Tenure
61
Average Age
  • The tenure for the Allcargo Logistics board of directors is about average.
Board of Directors

Adarsh Hegde

TITLE
Joint MD & Executive Director
COMPENSATION
₹52M
AGE
54
TENURE
12.6 yrs

Kaiwan Kalyaniwalla

TITLE
Non-Executive Director
COMPENSATION
₹155K
AGE
54
TENURE
2.7 yrs

Shashi Shetty

TITLE
Founder
COMPENSATION
₹51M
AGE
61

Arathi Shetty

TITLE
Non-Executive Director
COMPENSATION
₹1M
AGE
52
TENURE
12 yrs

Mohinder Bansal

TITLE
Non-Executive Independent Director
COMPENSATION
₹2M
AGE
61
TENURE
8.5 yrs

Hari Mundra

TITLE
Non Executive Independent Director
COMPENSATION
₹3M
AGE
68
TENURE
6.9 yrs

Malini Thadani

TITLE
Non-Executive Independent Director
AGE
61
TENURE
0.4 yrs

Mathew Cyriac

TITLE
Non-Executive Independent Director
TENURE
0.1 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (₹) Value (₹)
26. Oct 18 Buy Dinesh Lal Individual 22. Oct 18 24. Oct 18 13,000 ₹94.83 ₹1,232,773
09. Oct 18 Buy Priya Hegde Individual 04. Oct 18 05. Oct 18 150,000 ₹98.80 ₹14,819,687
09. Oct 18 Buy Sandeep Chadha Individual 05. Oct 18 05. Oct 18 35,000 ₹99.73 ₹3,490,559
05. Oct 18 Buy Sandeep Anand Individual 26. Sep 18 03. Oct 18 20,000 ₹103.37 ₹2,067,314
05. Oct 18 Buy Sivaramakrishnan Suryanarayanan Individual 05. Oct 18 05. Oct 18 159,500 ₹99.93 ₹15,938,925
05. Oct 18 Buy Jatin Chokshi Individual 04. Oct 18 04. Oct 18 160,000 ₹99.35 ₹15,896,399
28. Sep 18 Buy Sandeep Chadha Individual 25. Sep 18 27. Sep 18 20,000 ₹107.19 ₹2,143,771
03. Jul 18 Buy Sandeep Chadha Individual 04. Jun 18 28. Jun 18 20,600 ₹107.39 ₹2,212,304
03. Jul 18 Buy Shashi Shetty Individual 29. Jun 18 29. Jun 18 17,206 ₹104.68 ₹1,801,164
X
Management checks
We assess Allcargo Logistics's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Allcargo Logistics has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

Simply Wall St News

Should You Consider Allcargo Logistics Limited (NSE:ALLCARGO)?

I've been keeping an eye on Allcargo Logistics Limited (NSE:ALLCARGO) because I'm attracted to its fundamentals. … Looking at the company as a whole, as a potential stock investment, I believe ALLCARGO has a lot to offer. … If you're interested in understanding beyond my broad commentary,

Simply Wall St -

Here's How P/E Ratios Can Help Us Understand Allcargo Logistics Limited (NSE:ALLCARGO)

Allcargo Logistics has a price to earnings ratio of 15.37, based on the last twelve months. … How Do I Calculate Allcargo Logistics's Price To Earnings Ratio … Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS)

Simply Wall St -

Should You Worry About Allcargo Logistics Limited's (NSE:ALLCARGO) CEO Pay?

This analysis aims first to contrast CEO compensation with other companies that have similar market capitalization. … How Does Shashi Shetty's Compensation Compare With Similar Sized Companies. … Our data indicates that Allcargo Logistics Limited is worth ₹28b, and total annual CEO compensation is ₹51m.

Simply Wall St -

Should Allcargo Logistics Limited’s (NSE:ALLCARGO) Weak Investment Returns Worry You?

Specifically, we'll consider its Return On Capital Employed (ROCE), since that will give us an insight into how efficiently the business can generate profits from the capital it requires. … Return On Capital Employed (ROCE): What is it? … ROCE measures the amount of pre-tax profits a company can generate from the capital employed in its business.

Simply Wall St -

Have Insiders Been Buying Allcargo Logistics Limited (NSE:ALLCARGO) Shares This Year?

So we'll take a look at whether insiders have been buying or selling shares in Allcargo Logistics Limited (NSE:ALLCARGO). … But logic dictates you should pay some attention to whether insiders are buying or selling shares. … In any event it's generally a positive if insiders are buying shares at around the current price.

Simply Wall St -

Should Investors Be Happy About Allcargo Logistics Limited’s (NSE:ALLCARGO) Cash Levels?

Two important questions to ask before you buy Allcargo Logistics Limited (NSE:ALLCARGO) is, how it makes money and how it spends its cash. … Today we will examine Allcargo Logistics’s ability to generate cash flows, as well as the level of capital expenditure it is expected to incur over the next couple of years, which will result in how much money goes to you. … What is Allcargo Logistics's cash yield

Simply Wall St -

How Does Allcargo Logistics Limited (NSE:ALLCARGO) Fare As A Dividend Stock?

Historically, Allcargo Logistics Limited (NSE:ALLCARGO) has been paying a dividend to shareholders. … Let's dig deeper into whether Allcargo Logistics should have a place in your portfolio. … See our latest analysis for Allcargo Logistics

Simply Wall St -

Is Allcargo Logistics Limited's (NSE:ALLCARGO) ROE Of 7.9% Concerning?

Our data shows Allcargo Logistics has a return on equity of 7.9% for the last year. … That means that for every ₹1 worth of shareholders' equity, it generated ₹0.079 in profit. … Return on Equity = Net Profit ÷ Shareholders' Equity

Simply Wall St -

Does Allcargo Logistics Limited's (NSE:ALLCARGO) P/E Ratio Signal A Buying Opportunity?

We'll show how you can use Allcargo Logistics Limited's (NSE:ALLCARGO) P/E ratio to inform your assessment of the investment opportunity. … Allcargo Logistics has a P/E ratio of 17.06, based on the last twelve months. … Price to Earnings Ratio = Share Price ÷ Earnings per Share (EPS)

Simply Wall St -

Why Fundamental Investors Might Love Allcargo Logistics Limited (NSE:ALLCARGO)

Allcargo Logistics Limited (NSE:ALLCARGO) is a company with exceptional fundamental characteristics. … Upon building up an investment case for a stock, we should look at various aspects. … In the case of ALLCARGO, it

Simply Wall St -

Company Info

Description

Allcargo Logistics Limited provides integrated logistics solutions in Indi, the United States, Far East, Europe, and internationally. The company operates in three segments: Multimodal Transport Operations, Container Freight Stations, and Project and Engineering Solutions. The Multimodal Transport Operations segment is involved in non-vessel owning common carrier operations related to less than container load (LCL) consolidation and full container load forwarding activities. The Container Freight Stations segment offers import and export handling, direct port delivery, LCL shipment, bonded and general warehouse, transportation, specialized cargo handling, dry containers maintenance and repair, reefer monitoring, hazmat handling, and reefer plug points and warehousing facility services. The Project and Engineering Solutions segment provides integrated end-to-end project, engineering, and logistic services, including transportation of over-dimensional and over-weight cargo, on-site lifting and shifting, equipment leasing and coastal shipping through a fleet of special equipment, as well as project engineering solutions across various sectors. The company was formerly known as Allcargo Global Logistics Limited and changed its name to Allcargo Logistics Limited in July 2011. Allcargo Logistics Limited was founded in 1993 and is headquartered in Mumbai, India.

Details
Name: Allcargo Logistics Limited
ALLCARGO
Exchange: NSEI
Founded: 1993
₹28,537,535,112
245,695,524
Website: http://www.allcargologistics.com
Address: Allcargo Logistics Limited
Avashya House,
6th Floor,
Mumbai,
Maharashtra, 400098,
India
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
BSE 532749 Equity Shares Mumbai Stock Exchange IN INR 23. Jun 2006
NSEI ALLCARGO Equity Shares National Stock Exchange of India IN INR 23. Jun 2006
Number of employees
Current staff
Staff numbers
4,488
Allcargo Logistics employees.
Industry
Air Freight and Logistics
Transportation
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/04/21 12:53
End of day share price update: 2019/04/18 00:00
Last estimates confirmation: 2019/04/15
Last earnings filing: 2019/02/08
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/03/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.