Allcargo Logistics Ltd

NSE: ALLCARGO BSE: 532749

₹12.16

(0.82%)

Sun, 13 Sept 2026, 08:21 am

Market Cap (in Cr)1819.8

PE Ratio65.31

Dividend0

Transportation

Air Freight/Couriers

24.5K

Allcargo Logistics Analysis

Pros

Dividends per share have increased over the past 10 years.
Dividends paid are well covered by earnings (3.4x coverage).
Dividends after 3 years are expected to be well covered by earnings (4.7x coverage).
Allcargo Logistics's pays a higher dividend yield than the bottom 25% of dividend payers in India (0.76%).
Allcargo Logistics's dividend is above the markets top 25% of dividend payers in India (3.08%).

Cons

Dividends per share have been volatile in the past 10 years (annual drop of over 20%).

Pros

Cash flow for Allcargo Logistics is expected to increase by more than 50% in 2 years time.
Allcargo Logistics's earnings growth is expected to exceed the low risk savings rate of 7.2%.
Allcargo Logistics's revenue growth is expected to exceed the India market average.

Cons

Allcargo Logistics's earnings are expected to grow by 12% yearly, however this is not considered high growth (20% yearly).
Allcargo Logistics's earnings growth is positive but not above the India market average.
Allcargo Logistics's earnings are expected to decrease over the next year.
Allcargo Logistics's net income is expected to increase but not above the 50% threshold in 2 years time.
Allcargo Logistics is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
Performance (ROE) is not expected to exceed the current IN Logistics industry average.
A decline in Allcargo Logistics's performance (ROE) is expected over the next 3 years.
Allcargo Logistics's revenue is expected to increase but not above the 50% threshold in 2 years time.
Allcargo Logistics's revenue is expected to grow by 9.7% yearly, however this is not considered high growth (20% yearly).

Pros

Allcargo Logistics is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
Allcargo Logistics is profitable, therefore cash runway is not a concern.
Allcargo Logistics is profitable, therefore cash runway is not a concern.
Debt is well covered by operating cash flow (34.2%, greater than 20% of total debt).
Debt is covered by short term assets, assets are 2.4x debt.
Allcargo Logistics's cash and other short term assets cover its long term commitments.
Interest payments on debt are well covered by earnings (EBIT is 7.3x coverage).
Allcargo Logistics's level of debt (38.4%) compared to net worth is satisfactory (less than 40%).

Cons

The level of debt compared to net worth has increased over the past 5 years (30.1% vs 38.4% today).
High level of physical assets or inventory.

Pros

The tenure for the Allcargo Logistics board of directors is about average.
Shashi's compensation has been consistent with company performance over the past year, both up more than 20%.

Cons

Shashi's remuneration is higher than average for companies of similar size in India.
The average tenure for the Allcargo Logistics management team is less than 2 years, this suggests a new team.

Pros

Cons

Pros

Allcargo Logistics's 1-year earnings growth exceeds its 5-year average (43.7% vs -3.3%)
Allcargo Logistics's earnings growth has exceeded the IN Logistics industry average in the past year (43.7% vs -1.7%).

Cons

Allcargo Logistics's year on year earnings growth rate was negative over the past 5 years, however the most recent earnings are above average.
Allcargo Logistics used its assets less efficiently than the IN Logistics industry average last year based on Return on Assets.
Allcargo Logistics's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
Allcargo Logistics has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).

Pros

Allcargo Logistics is good value based on assets compared to the IN Logistics industry average.
Allcargo Logistics is good value based on expected growth next year.
Allcargo Logistics is good value based on earnings compared to the IN Logistics industry average.
Allcargo Logistics is good value based on earnings compared to the India market.
ALLCARGO outperformed the Logistics industry which returned -35% over the past year.
NSEI:ALLCARGO is up 15.2% outperforming the Logistics industry which returned 4.7% over the past month.
NSEI:ALLCARGO is up 15.2% outperforming the market in India which returned 8% over the past month.

Cons

Allcargo Logistics's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).
Allcargo Logistics's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).
ALLCARGO underperformed the Market in India which returned -14.5% over the past year.