Multimodal logistics operator Allcargo Terminals Ltd reported healthy operational growth for May 2026, with total container volumes rising in both annual and sequential terms. According to its latest operational update filed with stock exchanges on June 29, 2026, the company handled 61.7 lakh TEUs (twenty-foot equivalent units) during May 2026, representing an 11% increase compared with the same month last year and 4% higher than April 2026 volumes. The operational performance was disclosed in a filing signed by Company Secretary & Compliance Officer Malav Talati, highlighting the company's throughput across its Container Freight Station (CFS) and Inland Container Depot (ICD) facilities.
The company's May 2026 volumes were primarily driven by its Container Freight Station operations, which handled 58.0 lakh TEUs, contributing the majority of total volume. The Inland Container Depot segment, operated as a joint venture with CONCOR, recorded 3.7 lakh TEUs for the month. This segmentation data, based on a limited review by management, reflects the company's diversified operational portfolio and consistent upward trend in handling capacity over the past year. The combined figures demonstrate Allcargo Terminals' ability to serve both import and export requirements across multiple logistics segments.
The monthly growth builds on a strong FY26 performance for Allcargo Terminals, during which it recorded its highest-ever annual container volumes. For the financial year, the company handled 7.23 lakh TEUs, up 7% from the previous year, while consolidated net profit rose 46% year-on-year to ₹44 crore. EBITDA for FY26 increased 26% to ₹162 crore, demonstrating the company's operational efficiency and market positioning. The sustained growth trajectory across both CFS and ICD operations positions the company well for continued expansion in India's export-import trade ecosystem.
The company delivered robust March quarter performance with consolidated net profit standing at ₹8.8 crore, compared with a loss of ₹1.8 crore in the year-ago period. Revenue from operations increased 11.9% year-on-year to ₹208 crore, while EBITDA rose 31.2% to ₹44 crore. EBITDA margin improved to 21.2% from 18% a year earlier, indicating enhanced operational efficiency and market demand. The quarterly performance demonstrates the company's ability to convert operational growth into bottom-line improvements across all business segments.
Managing Director Suresh Kumar R described FY26 as "a year of strong progress and purposeful groundwork" towards the company's three-year growth ambitions. According to the company announcement, Allcargo Terminals strengthened customer confidence through continued operational excellence while enhancing capacity at one of its two JNPT facilities and securing a 10-year extension for the other. Construction of the company's Private Freight Terminal-Integrated Container Depot (PFT-ICD) at Farukhnagar commenced during the fourth quarter, marking another milestone in its expansion strategy. The company's diversified operational portfolio across CFS and ICD segments provides multiple growth avenues for sustained volume expansion.
Shares of Allcargo Terminals recovered from the day's lows to settle at ₹24.04 on the NSE on Monday, reflecting positive market sentiment towards the company's operational performance and growth trajectory. The steady growth comes as logistics and port operators continue to benefit from resilient trade activity and improving cargo movement across major ports, with the company remaining focused on contributing to India's growing EXIM ecosystem through capacity expansion and logistics infrastructure development. Historical stock performance shows a -14.53% decline over six months and -47.55% decline over five years, indicating market volatility despite operational improvements.
