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Earnings · Logistics · Micro cap

Allcargo Terminals profits diverge between standalone and consolidated views

Standalone PAT dropped 25% while the consolidated bottom line grew. Founder Shashi Kiran Shetty joins the board as a non-executive director.

6 earlier stories on Allcargo Terminals Ltd.
Mkt cap₹707 cr
P/E15.98×
ROE11.36%
Debt / eq.0.42
₹39.70 cr Standalone PAT for the quarter, reflecting a 25% decline from last year.

What's new

  • Standalone PAT fell 25% YoY to ₹39.70 cr from ₹52.95 cr.
  • Consolidated PAT rose to ₹44.21 cr from ₹30.24 cr in the same period.
  • Founder Shashi Kiran Shetty is now a non-executive director.

Why this matters

The divergence between standalone and consolidated results suggests varying performance across subsidiaries. Beyond the earnings, the leadership changes and minor asset movements reflect routine board-level maintenance rather than a change in strategy.

What we're watching

  • Any further variance between standalone and group-level profitability in coming quarters.
  • The impact of the new board composition on long-term terminal strategy.
  • Utilization updates for the rights issue funds.

The full read

Allcargo Terminals posted a mixed scorecard for its latest period, with standalone and consolidated financials moving in opposite directions. The company saw its standalone PAT slip 25% year-on-year to ₹39.70 crore, down from ₹52.95 crore in the prior period. Conversely, the consolidated bottom line improved, reaching ₹44.21 crore from ₹30.24 crore. Alongside these results, the board confirmed the appointment of founder Shashi Kiran Shetty as a non-executive director. Other updates include a minor reallocation of funds from the company's rights issue and the acquisition of a 25% stake in a group services entity for a nominal ₹3.53 lakhs. These movements are routine. The numbers reveal the ongoing balancing act between the company's individual terminal performance and its wider consolidated operations. Nothing here indicates a shift in direction.

Questions answered

How did Allcargo Terminals perform in the most recent quarter?
Performance was mixed: standalone profit fell 25% to ₹39.70 crore, while consolidated profit grew to ₹44.21 crore.
What key board change occurred?
Founder Shashi Kiran Shetty has been appointed as a non-executive director.
Mentioned: Allcargo Terminals Ltd. · Shashi Kiran Shetty
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 · 8:28 PM IST Allcargo Terminals profits diverge between standalone and consolidated views
  2. 52d ago Allcargo Terminals pushes capacity goal to 2030, plans ₹400 cr capex
  3. 56d ago Allcargo Terminals pushes 13 lakh TEU capacity goal to 2030
  4. 57d ago Allcargo Terminals' FY26 profit grew 46%. The market already had the numbers.
  5. 57d ago Allcargo Terminals' standalone profit falls 25% as group accounts narrow the gap