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Allcargo Terminals Limited (ATL) Fair Value & Analysis

Industrials · IN · Market cap ₹7.1B

AT Allcargo Terminals Limited ATL · NSE
Price₹24.66
Fair Value₹28.14
Upside+14.1%
Quality43/100
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Healthy Growth
Thin margins · 5.4% net margin
Low debt · generates free cash flow
Ranks above peers (9/13)
Moderate moat 48/100
Evidence: High Range ₹19.01 – ₹39.13 Share as image

Fair value as of: Aug 2, 2026

From 26 valuation models · updated 11 days ago

Share price +4.5% over the past month.

Below-average quality, screening 14% undervalued on our models.

What matters now

  • A fairly wide model range (₹19.01 to ₹39.13) leaves room in how you read the outcome.
  • Our model range runs from ₹19.01 (bear) to ₹39.13 (bull), base ₹28.14. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 43/100 (below-average quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (3 years)

₹78.75 ₹18.68 Fair Value ₹28.14 Aug 2023 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

36‑month range ₹18.68 – ₹78.75 · fair‑value band ₹19.01 – ₹39.13 · the ₹24.66 price screens below the ₹28.14 fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Allcargo Terminals Limited (ATL) currently trades at ₹24.66, while our model-based Fair Value estimate is ₹28.14, implying the stock looks roughly 14.1% undervalued today. The Quality Score stands at 43/100 (below-average quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Allcargo Terminals Limited generated revenue of ₹8.2B at a net margin of 5.4%. Revenue grew 11.9% year over year. It earns a return on equity of 14.0%. Net debt stands at ₹7.6B. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹19.01 (bear case) to ₹39.13 (bull case); at ₹24.66, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 39% below its 52-week high and 35% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 14%, ATL screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹83.43 ₹158.45 ₹279.32 80
Residual Income ₹12.90 ₹15.65 ₹38.52 76
Rev-Margin DCF ₹57.36 ₹96.45 ₹178.45 74
All 26 models by family
DCF Models
FCF DCF ₹88.81 ₹136.53 ₹285.32 38
Owner Earnings ₹59.27 ₹130.88 ₹275.71 31
5Y Revenue Exit ₹52.44 ₹84.28 ₹150.41 39
5Y EBITDA Exit ₹71.80 ₹123.42 ₹224.51 41
5Y P/E Exit ₹46.06 ₹87.30 ₹140.93 38
10Y Revenue Exit ₹62.72 ₹122.62 ₹156.23 36
10Y EBITDA Exit ₹78.00 ₹163.36 ₹309.07 37
10Y P/E Exit ₹59.64 ₹109.20 ₹184.71 35
Earnings-Based
Graham-Dodd ₹11.93 ₹83.18 ₹116.73 54
Lynch FV ₹40.69 ₹58.13 ₹75.56 50
PEG = 1.0 ₹40.69 ₹58.13 ₹75.56 46
EPV ₹30.66 ₹35.45 ₹39.57 59
Dividend Discount
Gordon GGM ₹1.00 ₹1.98 ₹3.00 70
DDM Multi-Stage ₹1.00 ₹1.71 ₹2.09 61
Multiples
P/E Multiple ₹27.62 ₹36.83 ₹46.04 63
P/S Multiple ₹22.36 ₹29.82 ₹37.27 58
P/B Multiple ₹22.36 ₹29.82 ₹37.27 55
EV/EBIT ₹47.81 ₹63.62 ₹79.43 53
EV/EBITDA ₹62.87 ₹83.70 ₹104.53 54
EV/Revenue ₹34.23 ₹48.74 ₹63.25 43
Asset-Based
NCAV (Graham) ₹6.99 ₹9.37 ₹13.99 50
Growth DCF
Growth DCF ₹83.43 ₹158.45 ₹279.32 80
Rev-Margin DCF ₹57.36 ₹96.45 ₹178.45 74
Economic Profit
Residual Income ₹12.90 ₹15.65 ₹38.52 76
ROIC Compounder ₹41.37 ₹65.72 ₹83.06 72
Growth Earnings
Growth-Adj P/E ₹53.77 ₹76.81 ₹99.85 68

Widest divergence: DCF Models (₹122.62) versus Dividend Discount (₹1.71). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹8.2B
Revenue growth (YoY) +11.9%
Net margin 5.4%
Return on equity 14.0%
Free cash flow ₹1.4B FY2026
P/E ratio 15.5
More key figures
Operating margin 11.2%
EPS (TTM) ₹1.56
EPS growth (YoY) +8.3%
Net debt ₹7.6B FY2026

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 45 · Market factors (momentum, volatility) 32

Profitability 37
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 84
Earnings quality: real cash, not paper profit
Fin. Strength 35
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 41
Calm price path (market factor)
Momentum 31
Price trend over the last 3–12 months (market factor)
52W Momentum 22
Distance to the 52-week high (market factor)
Net Issuance 16
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Allcargo Terminals Limited operates container freight stations (CFS) and logistics business in India and internationally. It provides import and export handling; bonded, non-bonded, and open warehousing; direct port delivery; hazardous cargo; cargo handling; reefer container; ISO tank; and mile delivery services.

Full company description

Allcargo Terminals Limited operates container freight stations (CFS) and logistics business in India and internationally. It provides import and export handling; bonded, non-bonded, and open warehousing; direct port delivery; hazardous cargo; cargo handling; reefer container; ISO tank; and mile delivery services. Allcargo Terminals Limited was founded in 2003 and is headquartered in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Allcargo Terminals Limited reported revenue of ₹8.2B in FY2026 versus ₹1.3B in FY2022, a compound +59.1%/yr. Reported net income was ₹442M in FY2026, compounding +94.9%/yr from FY2022.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹8.2B
Latest YoY
+8.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+45.0%
Revenue +59.1%/yr
FY22 ₹1.3B
FY23 ₹7.1B
FY24 ₹7.3B
FY25 ₹7.6B
FY26 ₹8.2B
Net income +94.9%/yr
FY22 ₹30.7M
FY23 ₹576M
FY24 ₹444M
FY25 ₹305M
FY26 ₹442M

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Cite: Fair Value Calculator (2026). "Allcargo Terminals Limited Fair Value". https://www.fairvalue-calculator.com/stock/ATL

Peer Group

Integrated Freight & Logistics · 218 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 43 · Bottom 25%
Fair Value upside +14% · Above median
Return on equity (TTM) 14% · Top 25%
Return on assets 5% · Top 25%
Net margin (TTM) 5% · Above median
Operating margin (TTM) 11% · Top 25%
Revenue growth 12% · Above median

Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper

P/E (TTM) 15.5× · Pricier than median
P/B 2.00× · Pricier than median
P/S (TTM) 0.86× · Pricier than median
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 4.3× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 52 · sector 43
FUTURE 60 · sector 8
PAST 56 · sector 26
HEALTH 100 · sector 94
DIVIDEND 0 · sector 55

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $117.72 $104.58 -11%
FedEx Corporation FDX $314.69 $347.68 +10%
Deutsche Post AG DHL €57.22 €53.18 -7%
DSV A/S DSV kr 1,660 kr 712.57 -57%
Kuehne + Nagel International AG KNIN CHF 209.90 CHF 147.92 -30%
J.B. Hunt Transport Services, Inc JBHT $291.41 $133.80 -54%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $193.50 $86.56 -55%
Expeditors International of Washington, Inc EXPD $172.02 $115.95 -33%
ZTO Express (Cayman) Inc 2057 HK$185.20 HK$224.26 +21%

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Frequently asked questions

Is Allcargo Terminals Limited (ATL) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹28.14 versus a price of ₹24.66, about +14% (undervalued).
What is the fair value of ATL?
Our model-based fair value for Allcargo Terminals Limited is ₹28.14 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹24.66.
What is the quality score of ATL?
Allcargo Terminals Limited has a Quality Score of 43/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Allcargo Terminals Limited (ATL)?
Allcargo Terminals Limited reported trailing-twelve-month revenue of about ₹8.2B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of ATL?
The net profit margin of Allcargo Terminals Limited is about 5.4%, meaning it keeps roughly 5.4% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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