ATL

What Allcargo Terminals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 3 delivered 1 missed 10 open
  • EBITDA per TEU delivered said Q4 FY25 Promised: Maintain EBITDA per TEU at the current level (approx INR 2,184) Q1 FY27: Q1 FY27 EBITDA per TEU reached INR 2,898, significantly exceeding the original target and all subsequent upward revisions.
  • Mundra Expansion Phase 1 missed said Q4 FY25 Promised: Will happen in Q4 of '25, '26 Q1 FY27: The original deadline remains missed. The project is now part of a longer-term capex plan with no specific new timeline.
  • JNPT Speedy Facility Upgrade Completion delayed said Q3 FY26 Promised: expect the finalization of the scope of work, everything to happen by March, and maybe another 3-4 months for completing the necessary work. Q1 FY27: Completion timeline further delayed from Q3 FY27 to Jan-Feb 2027 (Q4 FY27).

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Allcargo Terminals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens