Allcargo Logistics Ltd
Logistics
FV – Rs 2; 52wks H/L –396/256.15; TTQ – 24 K; CMP – Rs 380(As On November 24th 2015; 15:30) ;
Market Cap – Rs 4806 Crs
Consolidated Financials and Valuations for FY15 (Amt in Rs Crs unless specified)
Equity Capital |
Net worth |
Long Term Debt | Total Sales |
PAT | BV (Rs) |
EPS (Rs) |
P/E |
Industry P/E |
P/BV |
Promoter’s Stake |
Beta |
| 25.24 | 1908 | 358 | 5681 | 240 | 151 | 19.02 | 19.2 | 39.76 | 2.5 | 69.92 | 0.86 |
Consolidated Financials and Valuations for Q1 FY16
Equity Capital |
Net worth |
Total Sales |
PAT | BV (Rs) |
TTM EPS (Rs) |
TTM P/E |
Industry P/E |
P/BV |
Promoter’s Stake |
Beta |
| 25.24 | 2084 | 1468 | 72 | 165 | 21.9 | 17.4 | 39.76 | 2.3 |
69.92
|
0.86
|
On 6th November, 2015 the company declared a bonus issue of 1:1 on a FV of Rs.2 per share.
Overview:
Allcargo Logistics Limited (Allcargo) is engaged in providing integrated logistics solutions. Allcargo offers logistics services across multimodal transport operations, inland container depot, container freight station operations, third party logistics operations and project and engineering solutions. The Company has three segments: Multimodal Transport Operations, which involves non vessel owning common carrier operations related to less than container load consolidation and full container load forwarding activities; Container Freight Stations Operations / Inland Container Depot, which is involved in import / export cargo stuffing, de-stuffing, customs clearance and other related ancillary services, and Project & Engineering Solutions, which provides integrated end-to-end project, engineering and logistic services through a fleet of owned / rented special equipment to carry over dimensional cargo (ODC) and overweight cargo (OWC) cargos, as well as project engineering solutions.
Management:
- Shashi Kiran Shetty – CMD
- Jatin Choksi – CFO
The Equity Capital is @ Rs 25.24 Crs consisting of 126047762 equity Shares of FV Rs 2 currently held as under
None Of the Promoter’s Holding is Pledged.
Major Non-Promoter Holdings:
| Sr.No | Non – Promoters | No. of Shares held | % of shares held |
| 1 | BLACKSTONE GPV CAPITAL PARTNERS MAURITIUS V-ALTD | 5593035 | 4.44 |
| 2 | BLACKSTONE GPV CAPITAL PARTNERS (MAURITIUS) V-K LTD | 5577255 | 4.42 |
| 3 | BLACKSTONE GPV CAPITAL PARTNERS (MAURITIUS) V-L LTD | 4792105 | 3.8 |
| 4 | NEW VERNON PRIVATE EQUITY LIMITED | 3109513 | 2.47 |
| 5 | ACACIA PARTNERS, LP | 2881887 | 2.29 |
| 6 | BLACKSTONE GPV CAPITAL PARTNERS (MAURITIUS) V-M LTD | 2297145 | 1.82 |
| 7 | ACACIA INSTITUTIONAL PARTNERS, LP | 2017508 | 1.6 |
| 8 | ACACIA CONSERVATION FUND LP | 1552100 | 1.23 |
| 9 | ACACIA BANYAN PARTNERS | 1345005 | 1.07 |
| Total | 29165553 | 23.14 |
Consolidated Financial Trends (In Rs. Crs) :
| Particulars | FY15 | FY14 | FY13 | FY12 | FY11 |
| Equity Paid Up | 25.24 | 25.24 | 25.24 | 26.11 | 26.11 |
| Networth | 1908 | 1793 | 1586 | 1490 | 1181 |
| Total Debt | 475 | 613 | 458 | 767 | 377 |
| Net Sales | 5681 | 4895 | 3992 | 4325 | 2890 |
| Other Income | 52 | 36 | 65 | 53 | 26 |
| PAT | 240 | 149 | 169 | 284 | 165 |
| Book Value (Rs) | 151 | 142 | 126 | 114 | 90 |
| EPS (Rs) | 19.02 | 11.81 | 13.39 | 21.75 | 12.64 |
