Scrip Watch

Allcargo Logistics Ltd

Scrip Sanctuaries for protection from the wildlife in this jungle of Indian Equities

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

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