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Allcargo Terminals profit diverges between standalone and consolidated results

Consolidated net profit climbed to ₹44.21 crore as the board moved rights issue funds into capacity expansion.

6 earlier stories on Allcargo Terminals Ltd.
Mkt cap₹707 cr
P/E15.98×
ROE11.36%
Debt / eq.0.42
₹44.21 cr Consolidated Q4 profit, up from ₹30.24 crore last year.

What's new

  • Standalone profit dropped 25% YoY to ₹39.70 crore.
  • Consolidated net profit grew to ₹44.21 crore.
  • Founder Shashi Kiran Shetty joins as a non-executive director.

Why this matters

The gap between the standalone decline and the consolidated gain is the core result. Moving rights issue funds to capacity expansion shows a shift toward internal infrastructure growth rather than holding cash.

What we're watching

  • Impact of the small related-party acquisition on bottom-line margins.
  • Progress on the new capacity expansion projects.
  • The influence of Shashi Kiran Shetty in his new non-executive board role.

The full read

Allcargo Terminals reported a 25% decline in standalone net profit to ₹39.70 crore. Consolidated figures told a different story. Net profit rose to ₹44.21 crore from ₹30.24 crore in the prior year.

Beyond these mixed financials, the board confirmed a shift in capital deployment by reallocating rights issue proceeds to support internal capacity expansion projects. Founder Shashi Kiran Shetty is taking a new seat on the board as an additional non-executive director, while management signaled a continued appetite for inorganic growth through the announcement of a small, related-party acquisition. The stark divergence between the falling standalone earnings and the rising consolidated profit levels suggests a complex shift in group-level performance that analysts should monitor closely in the coming quarters.

Questions answered

How did the profit figures move?
Standalone profit fell 25% to ₹39.70 crore, while consolidated profit rose to ₹44.21 crore from ₹30.24 crore.
What is the company doing with its rights issue money?
The board approved a reallocation of these proceeds specifically to fund capacity expansion.
Mentioned: Allcargo Terminals Ltd. · Shashi Kiran Shetty · ₹44.21 cr
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Allcargo Terminals Ltd.

Logistics
₹707 cr
P/E 16.00×

Latest quarter · Mar 2026

Sales₹208 cr
Net profit₹7 cr
Op. margin+21.2%
EPS₹0.33

Strength & growth

Debt / equity0.42×
Current ratio1.08×
Financials via Tijori — a research aid, not investment advice.ATL on Tijori

Story so far

All notes on ATL →
  1. 21 May 2026 · 8:18 PM IST Allcargo Terminals profit diverges between standalone and consolidated results
  2. 56d ago Allcargo Terminals pushes capacity goal to 2030, plans ₹400 cr capex
  3. 61d ago Allcargo Terminals pushes 13 lakh TEU capacity goal to 2030
  4. 61d ago Allcargo Terminals' FY26 profit grew 46%. The market already had the numbers.
  5. 61d ago Allcargo Terminals' standalone profit falls 25% as group accounts narrow the gap