ATL Q4 FY26 Guidance vs Delivery (ATL Management Mirror)

Did ATL's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Allcargo Terminals Ltd (ATL) Q4FY26 Management Mirror - Mar-2026 Qtr

Volume & Capacity Expansion

Management is on track to achieve 1,000,000 laden TEUs by Mar'28, aiming for a total capacity of 1.25 million to 1.3 million TEUs by Mar'30 with an 80% utilization target, supported by an assumed 5% to 6% annual market volume growth. Earlier, the Dec'25 Qtr set an 8% to 9% FY27 volume growth target and an 85% to 86% utilization goal, while the Sep'25 Qtr outlined a 13 lakh TEU capacity target. The upcoming Farrukhnagar Private Freight Terminal (PFT) and Inland Container Depot (ICD) will progressively add 120,000 TEUs. [Status: Reaffirmed]

4 more themes on the ELITE plan.