Allcargo Terminals has filed its monthly operational update for February 2026 with stock exchanges under Regulation 8 of SEBI PIT Regulations. The container terminal operator reported solid year-over-year growth despite calendar-related challenges, demonstrating consistent operational performance throughout the month.

Regulatory Filing and Volume Performance

The company submitted its monthly operational update to BSE and NSE on March 16, 2026, as required under SEBI regulations. The filing revealed February 2026 performance metrics that showed resilience despite operational challenges:

Segment-wise Volume Breakdown

The February 2026 performance included contributions from both CFS and ICD operations, with detailed monthly tracking showing consistent operational capacity:

Historical Performance Analysis

The comprehensive monthly data reveals the company's performance trajectory over the past year, showing seasonal variations and growth patterns:

Year-over-Year Performance Analysis

Comparing February 2026 with February 2025 demonstrates the company's growth trajectory despite operational challenges. The 8% year-over-year increase in TEU handling reflects underlying business strength, achieved despite reduced working days in the month. The data shows peak performance in September and October 2025 at 65.0 thousand TEUs, while the lowest volumes were recorded in February and June 2025 at 53.0 thousand TEUs each.

Operational Efficiency and Calendar Impact

The company's ability to maintain steady daily averages while achieving year-over-year growth demonstrates operational resilience. The 9% decline in total monthly volumes was attributed entirely to calendar factors, specifically three fewer working days compared to the previous year. This performance metric highlights the importance of analyzing both absolute volumes and daily averages when assessing terminal performance, as the underlying operational efficiency remained strong throughout the reporting period.

Key Performance Highlights

The February 2026 results reflect Allcargo Terminals' operational capabilities and growth momentum:

• Regulatory Compliance: Filed monthly update under SEBI PIT Regulations • Volume Growth: 8% year-over-year increase in TEU handling • Daily Consistency: Maintained similar daily average to January 2026 • Segment Performance: Combined CFS and ICD operations totaling 57.6 thousand TEUs

The filing indicates that while external factors like calendar variations can impact total monthly volumes, the company's core operational capabilities continue to demonstrate improvement over the previous year, with information made available on the company's website for stakeholder access.

Allcargo Terminals Limited has issued a postal ballot notice for seeking shareholder approval on four special resolutions through remote e-voting process. The notice, dated March 09, 2026, includes re-appointment of three independent directors and approval of Managing Director remuneration.

Postal Ballot Process Details

The e-voting process will commence on Thursday, March 12, 2026, at 9:00 a.m. (IST) and conclude on Friday, April 10, 2026, at 5:00 p.m. (IST). The company has engaged NSDL services for facilitating electronic voting, with the cut-off date set as Monday, March 09, 2026. Results will be announced on or before Tuesday, April 14, 2026.

Special Resolutions for Approval

The postal ballot seeks shareholder approval for four special resolutions covering director re-appointments and executive remuneration.

Independent Directors Profile

The three independent directors bring diverse expertise to the board. Mr. Mahendrakumar Chouhan, 70, holds an MBA with Finance specialization and serves as Founding Chairman of Fino Payments Bank. Mrs. Radha Ahluwalia, 53, is General Partner of Work Capital with over 25 years in industry leadership networks. Mr Prafulla Chhajed, 59, is a Fellow of ICAI and served as President of ICAI (2019–20).

Managing Director Remuneration Structure

The resolution seeks approval for Mr Suresh Kumar Ramiah's remuneration package, including salary up to ₹40,00,000 per month, performance-based variable pay, and long-term retention incentives. The package also includes 5,00,000 Employee Stock Appreciation Rights (ESAR) over four years.

Regulatory Compliance

The disclosure has been made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The postal ballot notice is available on the company's website, stock exchange websites, and NSDL's e-voting portal. All eligible shareholders whose email addresses are registered with depositories as on the cut-off date will receive the notice electronically.