Allcargo Terminals pushes capacity goal to 2030, plans ₹400 cr capex
Management targets 1 million laden TEUs by FY28 while detailing expansion plans for JNPT, Mundra, and the Farrukhnagar ICD.
— 3 earlier stories on Allcargo Terminals Ltd. →What's new
- Capacity goal of 12.5-13 lakh TEUs pushed to 2030.
- Farrukhnagar ICD completion set for April 2027.
- Company remains debt-free with stable EBITDA per TEU of ₹2,200-₹2,400.
Why this matters
The delay in the long-term capacity target suggests a more measured approach to growth. Maintaining a debt-free balance sheet while committing to significant capex provides a buffer as the company builds out its terminal network.
What we're watching
- Progress on the Farrukhnagar ICD construction timeline.
- Actual EBITDA per TEU performance against the ₹2,200-₹2,400 guidance.
- Volume growth at JNPT and Mundra terminals.
The full read
Allcargo Terminals is committing ₹400 crore to expand its footprint at JNPT, Mundra, Chennai, and the Farrukhnagar ICD.
It is a measured pivot.
While the company reaffirmed its target of 1 million laden TEUs by FY28, it pushed its longer-term capacity ambition of 12.5-13 lakh TEUs to 2030. The Farrukhnagar project remains a focal point, with construction slated for completion by April 2027 and rail connectivity expected two quarters later. Financial discipline remains a priority; the company reports it is debt-free and expects to hold EBITDA per TEU between ₹2,200 and ₹2,400. By deferring its peak capacity target, management signals a shift toward steady, funded growth rather than aggressive expansion. The next test is whether the company can hit its FY28 volume milestone without compromising its margins or its debt-free status.
Questions answered
- What is the new timeline for the company's capacity ambitions?
- Allcargo now aims for a capacity of 12.5-13 lakh TEUs by 2030, extending its previous long-term goal.
- When will the Farrukhnagar ICD be operational?
- The facility is expected to be completed by April 2027, with a rail-linked terminal scheduled to follow two quarters later.
- How does the company plan to fund its expansion?
- The company plans to invest ₹400 crore in expansions across JNPT, Mundra, Chennai, and Farrukhnagar while remaining debt-free.
- What is the expected profitability per unit?
- Management expects to maintain EBITDA per TEU in the range of ₹2,200 to ₹2,400.
Story so far
All notes on ATL →- 26 May 2026 · 5:45 PM IST Allcargo Terminals pushes capacity goal to 2030, plans ₹400 cr capex
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