ALLCARGOServices

Allcargo Logistics Limited

Logistics Solution Provider · ISIN INE418H01029 · BSE 532749 · NSE EQ · FV ₹2
Last price
₹10
-1.23%today
What this company does

Allcargo Logistics Limited operates in Logistics Solution Provider, part of the Services sector. It booked ₹555 cr of revenue in its latest quarter (Q2 FY27) and kept 3.2% of sales as profit.

52out of 100
Equitytale Health Score
Mixed

Healthier than 52% of companies in Services, on all six measures of filed financials. Each measure is ranked against the 50–117 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
46

At close. Not part of the score.

Profitability & returns45

How much profit it earns on the money it employs

Balance sheet45

How much it owes, and whether earnings cover the interest

Cash quality88

Whether reported profit actually arrives as cash

Growth & consistency21

Whether sales and profit have grown, and how steadily

Valuation32

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
✓ Makes a profit
✓ Promoters hold 40%
✓ No promoter shares pledged
✓ Turns profit into real cash
Watch-outs
! Thin 3.2% net margin

What if I invest in ALLCARGO?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 0% a year, it would become
₹12.00 lakh

The slider starts at 0%, taken from this company's own free-cash-flow trend. That is history, not a forecast — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹10▼ -1.23%
latest close · 2026-11-04
1-year return
-85.8%
52-wk low ₹852-wk high ₹103
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio20.1Average
LowAverageHigh
P/B ratio2.40Moderate
Below bookModerateHigh
EV / EBITDA4.3Low
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity11.9%Fair
WeakFairStrong ▸15%
Return on capital14.5%Fair
WeakFairStrong
Net margin3.2%Thin
ThinDecentStrong
EBITDA margin15.9%Decent
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.16Comfortable
LowModerateHigh ▸1
Interest cover2.7×Okay
RiskyOkayStrong ▸5×
Current ratio1.17Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹1,448 cr
Book value
₹4
EPS
₹0.12
latest quarter
Net debt
₹71 cr
owes more than its cash
Enterprise value
₹1,519 cr
EBITDA
₹352 cr
annualised
EBIT
₹160 cr
annualised
Operating margin
7.2%
Return on assets
4.1%
Earnings yield
4.97%
P/S
0.65
Sales / share
₹14.8
Tax rate
24.0%
Face value
₹2
Shares
150.0 cr
Working capital
₹111 cr
Current assets
₹763 cr
Current liabilities
₹652 cr
Delivery %
53.8%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-11-04.

Worth vs price · from the exchange filings
not investment advice
Hard to value confidentlyLow confidence
One year's profit is a one-off (far above the multi-year norm), so its recurring earnings power is unclear.
Models span ₹7–₹10, midpoint ₹8

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q2 FY27 (consolidated)
Revenue from Operations₹555 cr
Other Income₹10 cr
Total Income₹565 cr
Cost of Materials₹0 cr
Purchases of Stock-in-Trade₹0 cr
Employee Benefit Expense₹56 cr
Finance Costs₹15 cr
Depreciation & Amortisation₹48 cr
Other Expenses₹421 cr
Total Expenses₹540 cr
Profit before Tax₹25 cr
Tax Expense₹6 cr
Share of JV / Associates₹-1 cr
Net Profit₹18 cr
Net margin on total income3.2%
Where the money goes · Q2 FY27
% of total income
Employee benefit expense₹56 cr9.9%
Finance costs₹15 cr2.7%
Depreciation & amortisation₹48 cr8.5%
Other expenses₹421 cr74.6%
Tax expense₹6 cr1.1%
Profit for the period₹18 cr3.2%
Total income ₹565 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ4 FY26Q1 FY27Q2 FY27
Revenue514 cr546 cr555 cr
Total income525 cr560 cr565 cr
Expenses521 cr541 cr540 cr
Profit before tax16 cr19 cr25 cr
Tax-4 cr5 cr6 cr
Net profit (owners' share)20 cr14 cr18 cr
Net margin (owners' share, on revenue)3.9%2.6%3.2%
EPS (₹)0.130.090.12
YoY (latest quarter): total income +2.7% · net profit —
Balance sheet & cash flow · as of Sep 2026
Low debt
Total assets
₹1,758 cr
Shareholder equity
₹604 cr
parent shareholders
Total debt
₹96 cr
Cash
₹25 cr
Cash flow · H1 FY27
Operating
₹180 cr
Investing
₹-111 cr
Financing
₹-118 cr
Peer comparison
Logistics Solution Provider · by market value
CompanyPriceMarket capP/E
Container Corporation of India Limited₹419₹31,923 cr22.6
Delhivery Limited₹412₹30,871 cr190.7
Shadowfax Technologies Limited₹284₹16,657 cr61.2
Blue Dart Express Limited₹4,365₹10,358 cr29.3
Shiprocket Limited₹131₹8,327 cr—
Transport Corporation of India Limited₹871₹6,704 cr—
VRL Logistics Limited₹295₹5,169 cr16.1
TVS Supply Chain Solutions Limited₹111₹4,884 cr58.8
Mahindra Logistics Limited₹408₹4,053 cr38.7
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
—
trailing 12 months
Dividend / share (TTM)
—
Last dividend
₹1.1
ex 25 Oct 2024
ActionDetailEx-date
Dividend₹1.1 / share25 Oct 2024
Dividend₹1 / share17 Sep 2024
Bonus issue1:32 Jan 2024
Dividend₹3.25 / share15 Mar 2023
Dividend₹3 / share24 Mar 2022
Dividend₹2 / share22 Mar 2021
Who owns it · 2026-09-30
No pledge
Promoter
40.3%
FII / Foreign
5.8%
DII / Domestic
1.8%
Retail / others
52.1%
Promoter stake down 29.6% over the last 12 quarters.
Smart-money activity
Insider trades
SoldCapt. Sandeep Anand · Key Managerial Personnel20,000 · ₹25.0 L25 Nov 20
SoldRashi Sethia · Immediate relative8,000 · ₹10.2 L18 Nov 20
BoughtAdarsh Hegde · Promoters11.83 L20 Feb 20
Bulk / block deals
SoldJUNOMONETA FINSOL PRIVATE LIMITED · NSE82.22 L @ ₹13.2224 Aug 26
BoughtJUNOMONETA FINSOL PRIVATE LIMITED · NSE82.19 L @ ₹13.2124 Aug 26
SoldHRTI PRIVATE LIMITED · NSE97.01 L @ ₹13.224 Aug 26
Stake changes
OthersACACIA BANYAN PARTNE4RS, ACACIA INSTITUITIONAL PARTNERS LP, ACACIA II PARTNERS LP., ACACIA CONSERVATION FUND LP, ACACIA PARTNERS LP→ 5.51%14 Jan 26
SoldShashi Kiran Shetty alongwith PAC · promoter→ 56.02% · 2.95 cr25 Jun 24
SoldShashi Kiran Shetty alongwith PAC · promoter→ 59.02% · 2.89 cr24 Jun 24
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 16 Sep 2026
See the official result
1
To receive, consider and adopt: a. the Audited Standalone Financial Statements of the Company for the Financial Year ended March 31, 2026, together with the Report of the Board of Directors’ (along with all the annexures) and Auditor’s Report thereon; and b. the Audited Consolidated Financial Statements of the Company for the Financial Year ended March 31, 2026, together with the Auditor’s Report thereon.
Backed by 100% of shareholders other than promotersneeded 50%
8.45 cr votes for, 1.30 L against · 0% of mutual funds and other big investors said no
2
To appoint a Director in place of Mr. Kaiwan Dossabhoy Kalyaniwalla (DIN: 00060776), who retires by rotation and being eligible, offers himself for re-appointment
Backed by 100% of shareholders other than promotersneeded 50%
8.48 cr votes for, 1.38 L against · 0% of mutual funds and other big investors said no
3
Payment of Commission to Non-Executive Directors
Promoters had a personal stake in this
Backed by 87% of shareholders other than promotersneeded 75%
7.36 cr votes for, 1.14 cr against · 14% of mutual funds and other big investors said no
4
Continuation of Directorship of Mr. Dinesh Kumar Lal (DIN: 00037142) as Non-Executive Independent Director upon attaining the age of 75 years
Backed by 100% of shareholders other than promotersneeded 75%
8.48 cr votes for, 1.90 L against · 0% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 61 named members
owning 40.3% between them · as of 2026-09-30
Shashi Kiran Shetty34.41%
Shashi Kiran Shetty1.99%
Arathi Shetty1.96%
Adarsh Sudhakar Hegde1.92%
AGL Warehousing Private Limitedno shares
Allcargo Inland Park Private Limitedno shares
Allcargo Logistics Park Private Limitedno shares
Allcargo Movers (Bombay) LLPno shares
Business done with them
FY2026 · 4 of the group
The company paid ₹27 cr to companies in the promoter group last year — about 1.3% of its ₹2,058 cr revenue.
Koproli Warehousing Pvt Ltd
Other payments to them
₹14 cr
company paid
Allcargo Terminals Limited
Other payments to them
₹9 cr
company paid
Transindia Real Estate Limited
Other payments to them
₹3 cr
company paid
AGL Warehousing Private Limited
Other payments to them
₹1 cr
company paid

The company also transacted with 4 other related parties — subsidiaries, joint ventures, directors and others — that we could not match by name to the promoter list above. Some may still be connected to the family; we only count the ones the filings let us match with certainty.

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.