NSE: ALLCARGO | BSE: 532749

Strong Performer, Under Radar

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30.43 -0.36 (-1.17%)

High volume today

NSE 30 May, 2025 3:31 PM (IST)

2,990.6

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1.1

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Allcargo Logistics Ltd. share price target and research reports

Name: Latest research reports of Allcargo Logistics Ltd. authored by BOB Capital Markets Ltd. and published by - Trendlyne research reports.
Item: Allcargo Logistics Ltd.
Rating: 5
Author: BOB Capital Markets Ltd.

Latest analyst research reports with target prices and PDF download for ALLCARGO, BSE:532749 Allcargo Logistics Ltd.

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Allcargo Logistics Ltd.

12 Dec 2019

30.43

-1.17%

Allcargo Logistics (BUY): Gati acquisition deriving synergies an uphill task

Buy: Allcargo Logistics Ltd.

BOB Capital Markets Ltd.

Allcargo Logistics (AGLL) recently announced the acquisition of a 45% controlling stake in Gati (GTIC) for ~Rs 4.2bn (13.6x TTM H1FY20 EV/EBITDA).

Allcargo Logistics Ltd. is trading above its 50 day SMA of 29.9

Allcargo Logistics Ltd.

05 Dec 2019

30.43

-1.17%

Acquires controlling stake in GATI

Buy: Allcargo Logistics Ltd.

Target

Motilal Oswal

5 December 2019 GATI is engaged in express distribution (surface, air and rail parcel), which contributes ~80% of its revenue. It has a pan-India network in the surface express industry. We, however, note that GATIs consol. Post-acquisition, AGLL will gain management control in GATI and thus an entry in express distribution, which is lacking in its portfolio. The SPA involves the acquisition of up to promoters of GATI, viz. Mr Mahendra Kumar Agarwal, Mahendra Investment Advisors, and TCI Finance. The SSA is for subscribing to the AGLL will thus acquire 19.4% of equity share capital (post preferential issue) of GATI. AGLL has also approved an open offer for the acquisition of 31.7m shares representing 26% of the paid-up equity share capital (post preferential issue and vesting of stock option) of GATI at a price of INR75/share. AGLL will acquire ~45% stake in GATI for INR4.2b.

Allcargo Logistics Ltd. is trading below its 100 day SMA of 34.2

Allcargo Logistics Ltd.

18 Nov 2019

30.43

-1.17%

Logistics: Monthly Tracker Slump in port volumes and container rail lead distance

Buy: Allcargo Logistics Ltd.

Target

BOB Capital Markets Ltd.

High frequency indicators, a harbinger of the logistics industry's performance, worsened further in Oct'19, indicating a deepening slowdown.

Allcargo Logistics Ltd. is trading at high day volume of 9.7M.

Allcargo Logistics Ltd.

09 Aug 2019

30.43

-1.17%

Allcargo Logistics (BUY): In-line quarter

Buy: Allcargo Logistics Ltd.

Target

BOB Capital Markets Ltd.

Allcargo Logistics (AGLL) reported an in-line topline of Rs 18bn, up 12% YoY.

Allcargo Logistics Ltd. is trading above its 50 day SMA of 29.9

Allcargo Logistics Ltd.

24 May 2019

30.43

-1.17%

Allcargo Logistics (BUY): Stellar quarter; well placed to fend off headwinds

Buy: Allcargo Logistics Ltd.

BOB Capital Markets Ltd.

Stellar quarter; well placed to fend off headwinds Q4FY19 was a stellar quarter for Allcargo Logistics (AGLL) marked by a surge in adj. PAT to Rs 802mn vs. Rs 199mn in Q4FY18, led by sharp improvement in P&E; segment profitability. However, performance of the MTO and CFS segments was relatively underwhelming. While we remain cognizant of nearterm industry headwinds (escalating global trade wars, moderating container growth at key ports), we believe AGLL is well placed to withstand the...

Allcargo Logistics Ltd. is trading at high day volume of 9.7M.

Allcargo Logistics Ltd.

07 Dec 2018

30.43

-1.17%

Allcargo

Buy: Allcargo Logistics Ltd.

Target

Kotak Securities

Strong volume trend in both the key segments of Multimodal Transport Operations (MTO) and Container Freight station (CFS) with stable realisations and loss in the project engineering has been the highlights of financial performance for ALL in H1FY19. Healthy performance in H1FY19 has given us confidence of a decent performance in FY19. Also, we believe that most of negatives have got factored in the current price. Maintain estimates with an unchanged target prices of Rs 145 at 15x FY20 earnings....

Allcargo Logistics Ltd. is trading above its 50 day SMA of 29.9

Allcargo Logistics Ltd.

22 Nov 2018

30.43

-1.17%

Healthy growth in MTO segment; P&E; losses narrow

Buy: Allcargo Logistics Ltd.

Target

Motilal Oswal

Overall revenue increased 12% YoY to 22 November 2018 MTO volumes grew 22% YoY; the segment continued gaining market share in key markets across the world, despite challenging trade and freight conditions. (2) CFS volumes increased 22% YoY, driven by Kolkata operations. AGLL also increased its share in DPD volumes at JNPT. MTO is likely to perform well over the medium term, led by healthy volume growth. Volume growth in CFS should be driven by the Kolkata operations. Losses at P&E; are likely to narrow further due to an uptick in asset utilization. Valuations of 11.9x/10.6x FY19/20E earnings appear attractive, given AGLLs strong fundamentals and earnings CAGR of 17% over FY18-20. We value AGLL at 13x FY20E P/E to arrive at a target price of INR140. Maintain Buy. Allcargo Logistics World seaborne trade is projected to expand at a CAGR of ~4%. Average freight rates on major trade lanes have remained stable over the last few quarters.

Allcargo Logistics Ltd. is trading below its 100 day SMA of 34.2

Allcargo Logistics Ltd.

04 Jan 2018

30.43

-1.17%

Allcargo

Buy: Allcargo Logistics Ltd.

Kotak Securities

Strong relationship with shipping lines, vast experience and wide network in the Multimodal Transport (MTO) segment, global presence, experienced management team and efforts taken by the company to improve operational performance have translated in strong operational performance for ALL in H1FY18 despite weak global container trade. Also with significant International operations (MTO segment), B2B clients and 100% e-payments systems would provide impetus to growth under GST. New container freight station (CFS) in Kolkata, value accretive small acquisitions in the MTO segment, improved utilization in the projects division and rational steps to bring down operational cost would enable the company to maintain margins at ~8.8% and earnings CAGR of 14.5% over FY17 to FY20E. We also estimate ALL to be the biggest beneficiary of any recovery...

Allcargo Logistics Ltd. has lost -54.95% in the last 1 Year

Is Allcargo Logistics Ltd. worth buying?

492 Votes:

Buy 83.13%

Sell 8.74%

Hold 8.13%