Allcargo Logistics Ltd
Allcargo Logistics Ltd operates in the Air Freight & Logistics industry within the Industrials sector, generating revenue through logistics services, though specific operational details are limited by unclassified activity data.
Business. Allcargo Logistics Ltd operates in the Air Freight & Logistics industry within the Industrials sector, generating revenue through logistics services, though specific operational details are limited by unclassified activity data.
Analyst recommendations
1 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
1Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Allcargo Logistics Ltd (ACLL.NS) has experienced no material changes in its fundamental profile or market signals during the recent analysis period. A comprehensive review of 17 key fields, excluding four schema-expansion items, confirmed that the company’s status remains static compared to prior assessments. This lack of movement suggests a period of operational and financial stability, with no new developments triggering significant shifts in the company’s outlook. The absence of material changes is further corroborated by the lack of active watcher signals. No specific alerts or triggers were recorded, indicating that there are no immediate red flags or notable events requiring urgent attention from investors. This quiet period aligns with the broader finding that the company’s core metrics have not deviated from established baselines. Cross-source signal analysis reveals minimal activity in recent dispatches. Between June 25 and July 15, 2026, only a single dispatch was recorded on July 3, with all other days showing zero activity. The sentiment for this isolated event was not specified, and the overall low volume of signals reinforces the conclusion that there is no significant news flow or market chatter surrounding the stock at this time. From a structural perspective, the company’s profile shows zero counts for officers, analysts, index memberships, and top holders in the current dataset. This data point, while potentially reflecting a reporting gap or specific data scope, underscores the limited visibility into the company’s governance and ownership structure within this specific analysis framework. Consequently, investors should rely on the established baseline of no material change when evaluating Allcargo Logistics Ltd.
Signals & dispatch
Composite-score breakdown
Synthesis
Allcargo Logistics Ltd operates in the Air Freight & Logistics industry within the Industrials sector, generating revenue through logistics services, though specific operational details are limited by unclassified activity data.
Allcargo Logistics Ltd (ACLL.NS) has experienced no material changes in its fundamental profile or market signals during the recent analysis period. A comprehensive review of 17 key fields, excluding four schema-expansion items, confirmed that the company’s status remains static compared to prior assessments. This lack of movement suggests a period of operational and financial stability, with no new developments triggering significant shifts in the company’s outlook. The absence of material changes is further corroborated by the lack of active watcher signals. No specific alerts or triggers were recorded, indicating that there are no immediate red flags or notable events requiring urgent attention from investors. This quiet period aligns with the broader finding that the company’s core metrics have not deviated from established baselines. Cross-source signal analysis reveals minimal activity in recent dispatches. Between June 25 and July 15, 2026, only a single dispatch was recorded on July 3, with all other days showing zero activity. The sentiment for this isolated event was not specified, and the overall low volume of signals reinforces the conclusion that there is no significant news flow or market chatter surrounding the stock at this time. From a structural perspective, the company’s profile shows zero counts for officers, analysts, index memberships, and top holders in the current dataset. This data point, while potentially reflecting a reporting gap or specific data scope, underscores the limited visibility into the company’s governance and ownership structure within this specific analysis framework. Consequently, investors should rely on the established baseline of no material change when evaluating Allcargo Logistics Ltd.
- High leverage with debt-to-equity ratio of 1.21 creates significant financial risk
- Negative returns on equity (-20.72%) and assets (-6.83%) indicate value destruction
- Positive free cash flow of INR 1.86 billion provides some debt servicing capacity
- Low classification confidence (0.20) suggests uncertainty in business model definition
- Strong analyst buy recommendation contrasts with poor profitability metrics
- Negative net cash position highlights liquidity constraints
Bull / Bear case
Generated · model-assistedAnalysts project 353.6% upside to a mean price target of 41.5, signaling strong buy sentiment despite current market price of 9.15.
Dilution risk is assessed as low, suggesting limited immediate threat to existing shareholder equity value from share issuance.
The debt-to-equity ratio of 1.21 is significantly higher than the cohort median of 0.4, indicating elevated financial leverage risk.
Credit risk is flagged as high, while operating margins of 0.51% remain in the bottom quartile relative to peers.
In focus — financials by report
Revenue INR 5.16B, −0,6% YoY; Operating income −75,0% YoY.
- ▍Revenue INR 5.16B, −0,6% YoY
- ▍Operating income −75,0% YoY
- ▍Net income +100,0% YoY
- ▍Net margin 0.0%
Revenue INR 38.17B, +1,4% YoY; Operating income −126,4% YoY.
- ▍Revenue INR 38.17B, +1,4% YoY
- ▍Operating income −126,4% YoY
- ▍Net income −1 960,7% YoY
- ▍Net margin -2.6%
Revenue INR 38.02B; Operating income INR 22.6M.
- ▍Revenue INR 38.02B
- ▍Operating income INR 22.6M
- ▍Net margin -0.3%
Revenue INR 5.19B; Operating income INR 400.0M.
- ▍Revenue INR 5.19B
- ▍Operating income INR 400.0M
- ▍Net margin -1.2%
Revenue INR 4.83B; Operating income -INR 70.0M.
- ▍Revenue INR 4.83B
- ▍Operating income -INR 70.0M
- ▍Net margin 3.5%
Revenue INR 37.63B; Operating income INR 316.1M.
- ▍Revenue INR 37.63B
- ▍Operating income INR 316.1M
- ▍Net margin 0.1%
Revenue INR 160.22B, +23,5% YoY; Operating income −30,9% YoY.
- ▍Revenue INR 160.22B, +23,5% YoY
- ▍Operating income −30,9% YoY
- ▍Net income −76,2% YoY
- ▍Free cash flow −52,3% YoY
- ▍Net margin 0.2%
Revenue INR 129.69B, −28,1% YoY; Operating income −84,2% YoY.
- ▍Revenue INR 129.69B, −28,1% YoY
- ▍Operating income −84,2% YoY
- ▍Net income −76,2% YoY
- ▍Free cash flow −48,1% YoY
- ▍Net margin 1.2%
Revenue INR 180.51B, −5,3% YoY; Operating income −15,6% YoY.
- ▍Revenue INR 180.51B, −5,3% YoY
- ▍Operating income −15,6% YoY
- ▍Net income −32,0% YoY
- ▍Free cash flow −9,7% YoY
- ▍Net margin 3.5%
Revenue INR 190.62B; Operating income INR 10.56B.
- ▍Revenue INR 190.62B
- ▍Operating income INR 10.56B
- ▍Net margin 4.9%
Valuation TTM
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Return On Assetsnet_income / total_assets
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Cash Conversion Ratiooperating_cash_flow / net_income
- Allcargo Logistics Ltd Market data — financials · 2026-07-06
- Allcargo Logistics Ltd Market data — analyst estimates · 2026-07-06
- Allcargo Logistics Ltd Market data — ESG · 2026-07-06