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Companies ACLL.NS
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ACLL.NS NSE (India) Unclassified

Allcargo Logistics Ltd

$9,15
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USD
Set alert
LatestAllcargo Global begins trading on Indian exchanges following demerger
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
P/E
EV / Rev
Div yield
13,13 %
Op margin
0,5 %
ROE
-20,7 %
Net margin
-1,4 %
Debt / equity
1,21
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

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.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target41,50

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
41,50
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
-20,7 %
return on equity
Quality
not yet scored

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.

— missing data

News & coverage

1
  • MARKETSAllcargo Global begins trading on Indian exchanges following demerger2026-07-03
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ACLL.NS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    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

    Briefing · model-assisted

    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

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    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.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    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.

    Key takeaways
    • 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-assisted
    BULL CASE · 2

    Analysts 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.

    BEAR CASE · 2

    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

    Quarterly
    Annual
    QUARTERLYFiled 2026-02-06
    Q4 2025 · Quarter highlights

    Revenue INR 5.16B, −0,6% YoY; Operating income −75,0% YoY.

    RevenueINR 5.16B−0,6 % YoY
    Operating incomeINR 100.0M−75,0 % YoY
    Net incomeINR 0.00+100,0 % YoY
    Free cash flow
    EPS
    Operating cash flow
    Financials
    Income statement
    RevenueINR 5.16B
    Gross profitINR 1.53B
    Operating incomeINR 100.0M
    Net incomeINR 0.00
    Margins
    Gross margin29.7%
    Operating margin1.9%
    Net margin0.0%
    FCF margin
    P&L flow · revenue → net income
    Revenue INR 5.16BOperating costs INR 5.06BTax INR 100.0M
    Highlights
    • Revenue INR 5.16B, −0,6% YoY
    • Operating income −75,0% YoY
    • Net income +100,0% YoY
    • Net margin 0.0%

    Valuation TTM

    Market price
    $9,15
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $5.72B
    Net cash
    -$5.62B
    Current ratio
    1.1
    Debt / equity
    1.2
    ROA
    -6.8%
    ROE
    -20.7%
    Cash conversion
    -220.0%
    CapEx / revenue
    -1.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Air Freight Forwarding
    low · llm_fanout_v2
    Distribution & Logistics Services
    low · llm_fanout_v2

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,81
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-13 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy1
    Buy0
    Hold0
    Sell0
    Strong sell0
    12-month price target$41,50 · Median $41,50
    Low $40,00High $43,00

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$40,00
    Mean$41,50
    Median$41,50
    High$43,00
    Spot$9,15
    +353.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin0,5 %Bottom quartile
    Net Margin-1,4 %Bottom quartile
    ROE-20,7 %Bottom quartile
    Capex / Rev-1,0 %Above P75
    D/E1,21Bottom quartile
    Cash Conv-2,20Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Return On Assets
      net_income / total_assets
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 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

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ACLL.NSCanonical
    NSE (India) · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-02-06 11:05 UTCEARNINGSQuarterly results — Q4 2025 Revenue INR 5.16B · Net INR 0.0M
    2025-08-12 19:38 UTCEARNINGSQuarterly results — Q2 2025 Revenue INR 38.17B · Net INR -999.2M
    2025-05-26 09:42 UTCEARNINGSQuarterly results — Q1 2025 Revenue INR 38.02B · Net INR -125.8M
    2025-05-26 09:42 UTCEARNINGSAnnual results — FY 2025 Revenue INR 160.22B · Net INR 356.0M
    2025-02-13 21:13 UTCEARNINGSQuarterly results — Q4 2024 Revenue INR 5.19B · Net INR -60.0M
    2024-11-13 02:04 UTCEARNINGSQuarterly results — Q3 2024 Revenue INR 4.83B · Net INR 170.0M
    2024-08-13 19:21 UTCEARNINGSQuarterly results — Q2 2024 Revenue INR 37.63B · Net INR 53.7M
    2024-05-25 23:37 UTCEARNINGSAnnual results — FY 2024 Revenue INR 129.69B · Net INR 1.50B
    2023-05-31 03:34 UTCEARNINGSAnnual results — FY 2023 Revenue INR 180.51B · Net INR 6.30B
    2022-05-27 01:04 UTCEARNINGSAnnual results — FY 2022 Revenue INR 190.62B · Net INR 9.26B
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage