TOI Cities   

@TOICitiesNews

ESG Programme by NITIE for senior leadership of Allcargo Logistics Limited

24/06/2022 06:00:41 PM     Share:    

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  Shreenidhi P   

@nid_rockz

Allcargo logistics #ALLCARGO Lowest valuation on P/E compared to peers like Mahindra,gateway which hardly has any growth RoE, RoCE> 26% P/E 7x 5yr CAGR: Rev 29% PAT 32% FY22: Rev 20,072cr vs 10,498cr EBITDA 1518cr vs 643cr OPM 8% vs 6% PAT 926cr vs 173cr EPS 38rs vs 7rs

22/06/2022 07:15:05 AM     Share:    

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  Shreenidhi P   

@nid_rockz

Down 19.6% from peak pf value in Feb-March Was never on cash,never raised cash Never invested a penny in last 9-12mnths Hoping for this phase to pass Many stocks looking v good on valns after fall: Allcargo Raymond Deepak fert EKC SPAL Redington etc Caustic/sodaash makers

20/06/2022 11:50:39 PM     Share:    

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  Shreenidhi P   

@nid_rockz

My list would be: Vishnu chemicals Raymond SSWL SP Apparels Powermech Allcargo Mastek EKC Redington Aster DM KIMS PSP projects GMDC Hari Om pipes ICICI Bank IIFL Finance Creditaccess-use all dips,go slow Sharda Cropchem KMEW 1-2qtrs: GHCL MRPL Chennai Petro Guj alkali

17/06/2022 10:56:23 AM     Share:    

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  Markets Today   

@marketsday

Endurance Technologies: The company's officials will meet JF Asset Management, Hong Kong. Allcargo Logistics: The company's officials will meet Sell Side Analysts. Mahindra Holidays and Resorts India: The company's officials will meet HDFC Life.

10/06/2022 06:49:27 AM     Share:    

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  Shreenidhi P   

@nid_rockz

B&K post conf notes Allcargo #allcargo TP 522rs Solid return ratios+industry leading growth+deleveraging Gati turnaround MMFORGINGS TP 1250rs Vol growth 30-50%-FY23 20%+ OPM Globus spirits #globusspr New capacities+better margin outlook in H2 Voltamp Good orderbook+debt free

08/06/2022 10:43:21 PM     Share:    

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  BSE Corporate News   

@BSE_News

ALLCARGO - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

08/06/2022 06:42:07 PM     Share:    

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  Moneylife   

@MoneylifeIndia

Allcargo Logistics: March ’22 Results Update via Moneylife App. Download Now : @suchetadalal @Moneylifers @yogtoday

03/06/2022 04:52:32 PM     Share:    

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  BSE Corporate News   

@BSE_News

ALLCARGO - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

02/06/2022 06:41:04 PM     Share:    

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  Markets Today   

@marketsday

Allcargo Logistics: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022. NIIT: The company's officials will attend B&K Securities Annual Investor Conference - Trinity India 2022.

02/06/2022 06:55:56 AM     Share:    

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  CNBC-TV18   

@CNBCTV18Live

#CNBCTV18Market | Allcargo Logistics trading at day’s high

01/06/2022 11:31:29 AM     Share:    

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  Mint   

@livemint

Allcargo is in the process of setting up two separate companies for its warehousing-focused real estate unit and container freight station business. (@swarajdhanjal reports)

01/06/2022 11:00:00 AM     Share:    

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  Mint   

@livemint

Allcargo is in the process of setting up two separate companies for its warehousing-focused real estate unit and container freight station business.

01/06/2022 07:30:01 AM     Share:    

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  Shreenidhi P   

@nid_rockz

Allcargo #ALLCARGO Excellent Concall All acquisitions done over last 2 yrs have started contributing v well Similar market leading growth to continue fo 2-3 yrs Demerger by next year April Expects to gain mkt share in all segments-FY23 Digitization-more efficiency n enquires

30/05/2022 11:45:53 AM     Share:    

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  Shreenidhi P   

@nid_rockz

Allcargo #ALLCARGO FY22-Record year for comp 10k cr rev to 20k cr rev comp in a year 6kcr to 10k cr took 3.5yrs Fy18-22 Rev CAGR 35% EBITDA CAGR 42% Demerger April 23 2 new comps to b formed MTO: 52% RoCE Looks to sustain this Industry leading Cash profit 1300cr D/E 0.32x

29/05/2022 03:45:49 PM     Share:    

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  Nooresh Merani   

@nooreshtech

Top 10 stocks on radar for June 2022 Aditya Birla Capital Aditya Birla Fashion Allcargo Logistics Bluedart Canara Bank Elecon Engineering Insecticides India KSB Raymond Voltamp Transformers

28/05/2022 12:27:54 PM     Share:    

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  EquityBulls.com   

@equitybulls

Allcargo Logistics Ltd Q4FY22 consolidated PAT at Rs. 246.85 crores #AllcargoLogistics #Q4FY22 #FY2022 #ResultUpdate

27/05/2022 09:04:33 PM     Share:    

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  #ALKESH   

@alkeshthakkar

#ALLCARGO ALLCARGO LOGISTICS RESULT

27/05/2022 05:39:47 PM     Share:    

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  Shreenidhi P   

@nid_rockz

Allcargo logistics #ALLCARGO A 20,000cr revenue comp now vs 10,000cr rev comp in FY21 2x on such a big base Confident to grow by 25-30% even from this base Industry best RoCE of 50% To sustain Process improvement+acquisition+digital initiatives paying well now 37rs eps-FY22

27/05/2022 02:02:56 PM     Share:    

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  CNBC-TV18   

@CNBCTV18News

#4QWithCNBCTV18 |​ Allcargo Logistics delivered a strong Q4, albeit on a weak base. @Nigel__DSouza & @blitzkreigm discuss the quarter gone by and the outlook going forward with the company's VC VS Parthasarathy

27/05/2022 11:43:22 AM     Share:    

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