Allcargo Terminals Reports 59.2 '000 TEUs in April 2026, Up 7% YoY

Allcargo Terminals Limited released its monthly operational update for April 2026 as part of its Q1FY27 disclosure, filed in accordance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and the Code of Practices and Procedures for Fair Disclosure of Unpublished Price Sensitive Information under Regulation 8 of SEBI (Prohibition of Insider Trading) Regulations, 2015. The update was signed by Company Secretary & Compliance Officer Malav Talati on May 16, 2026, from Mumbai.

April 2026 Volume Performance

Allcargo Terminals recorded total volumes of 59.2 '000 TEUs in April 2026, marking a 7% increase compared to April 2025 and a 1% increase over March 2026. The volumes comprised contributions from both the Container Freight Station (CFS) and Inland Container Depot (ICD) segments, with the ICD being a joint venture with CONCOR.

The monthly breakdown of CFS and ICD volumes over the trailing thirteen-month period is presented below:

Month:	CFS ('000 TEUs)	ICD ('000 TEUs)	Total ('000 TEUs)
Apr-25	51.0	4.0	55.0
May-25	51.0	4.0	55.0
Jun-25	48.0	5.0	53.0
Jul-25	52.0	6.0	58.0
Aug-25	57.0	5.0	62.0
Sep-25	60.0	6.0	66.0
Oct-25	60.0	5.0	65.0
Nov-25	55.0	6.0	61.0
Dec-25	62.0	5.0	67.0
Jan-26	58.0	5.0	63.0
Feb-26	52.0	6.0	58.0
Mar-26	54.0	4.0	58.0
Apr-26	55.0	4.2	59.2

*ICD is a JV with CONCOR

Volume Trend Highlights

A review of the monthly data reveals the following key observations:

Peak volume for the period was recorded in December 2025 at 67.0 '000 TEUs.
Lowest volume was recorded in June 2025 at 53.0 '000 TEUs.
April 2026 volumes of 59.2 '000 TEUs represent a recovery above the March 2026 level of 58.0 '000 TEUs.
The ICD segment contributed 4.2 '000 TEUs in April 2026, compared to 4.0 '000 TEUs in April 2025.
The CFS segment contributed 55.0 '000 TEUs in April 2026, up from 51.0 '000 TEUs in April 2025.

The company noted that the information provided is as per limited review by the Management. The update has been made available on the company's website at www.allcargoterminals.com .

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+5.25%	+1.19%	-3.38%	-15.83%	+0.28%	-44.11%

Allcargo Terminals Limited, along with its unlisted wholly owned subsidiary Speedy Multimodes Limited, has received a Notice of Demand under Section 156 of the Income-tax Act, 1961, pursuant to an assessment order issued by the Income Tax Department. The notice was received on May 13, 2026, and pertains to the block period from 01.04.2018 to 05.04.2025. The disclosure was made under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Tax Demand Details

The assessment order was passed under Section 158BC of the Income-tax Act, 1961, covering the specified block period. The total tax demand raised across both entities amounts to Rs. 53,03,89,321. The table below presents a breakdown of the demand by entity:

Entity:	Tax Demand (Rs.)
Allcargo Terminals Limited:	Rs. 49,34,89,246
Speedy Multimodes Limited (Unlisted WOS):	Rs. 3,69,00,075
Total Demand:	Rs. 53,03,89,321

The alleged contravention cited by the Income Tax Department is non-disclosure of income.

Nature of the Demand and Company's Position

Out of the total demand of Rs. 53,03,89,321, an amount of Rs. 49,12,94,793 pertains to the disallowance of deduction claimed under Section 80IA of the Income-tax Act, 1961 for Assessment Years 2023-24 to 2025-26. The issue relates to a long-standing interpretational matter concerning the eligibility of deduction in respect of the company's CFS business undertaking.

Allcargo Terminals has noted that similar issues arising in earlier years in the case of the predecessor entity have been adjudicated favourably at the appellate stages, including relief granted by the Commissioner of Income Tax (Appeals). The company has stated that the deduction claimed is in accordance with the applicable provisions of law and is supported by judicial precedents, and is accordingly pursuing appropriate legal remedies.

In respect of the balance demand amounting to Rs. 3,90,94,527, the company is in the process of examining the order in detail and shall pursue such legal remedies as may be considered appropriate.

Operational and Financial Impact

Allcargo Terminals has clarified that the aforementioned matter does not have any impact on the operations, business continuity, or underlying financial position of the company. The intimation has been filed pursuant to Regulation 30 read with Schedule III of the Listing Regulations and SEBI Master Circular No. HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated January 30, 2026. The disclosure has also been uploaded on the company's website.