Allcargo Terminals reported a throughput of 61.8 '000 TEUs in September 2026, reflecting a 7% decline compared to the same month last year and a 6% drop from the previous month.

Volume performance overview

The September 2026 figures indicate a contraction on both a year-on-year and month-on-month basis, as detailed in the table below.

The throughput of 61.8 '000 TEUs in September 2026 represents a simultaneous decline against both the year-ago period and the preceding month, pointing to a contraction in volumes handled during the period.

Segment-wise breakdown

Detailed operational data reveals that the Container Freight Station (CFS) segment accounted for the majority of the traffic, while the Inland Container Depot (ICD) segment remained stable but lower.

The ICD operations are a joint venture with CONCOR. The drop in total volume is primarily attributed to the CFS segment, which fell from 59.0 '000 TEUs in September 2025 to 56.0 '000 TEUs in September 2026.

Allcargo Terminals Limited board approved a proposal to subscribe to the rights issue of its associate, Allcargo Group Services Private Limited (AGSPL), for ₹1.06 crore. The decision, taken on September 24, 2026, ensures the listed entity maintains its existing 25% equity stake in the group services provider.

The company will acquire 60 equity shares of AGSPL at an issue price of ₹1,76,840 per share. This price includes a face value of ₹10 and a premium of ₹1,76,830 per share. The total consideration for the transaction amounts to ₹1,06,10,400, payable in cash.

Transaction Details

The subscription is structured as a proportional investment, aligning with Allcargo Terminals' current holding pattern. AGSPL, formerly known as Allcargo Warehousing Management Private Limited, functions as a centralized group services platform providing shared services and operational support to group entities.

Regulatory and Strategic Context

The filing clarifies that this transaction does not constitute a Related Party Transaction under Regulation 2(1)(zc) of the SEBI LODR Regulations, 2015. This exemption applies because the rights issue is offered uniformly to all existing shareholders in proportion to their holdings. The promoter group holds an interest in AGSPL by virtue of their association with the entity, but the subscription is executed on arm's length terms identical to those offered to other eligible shareholders.

AGSPL reported nil turnover for the last three years and has an authorized capital of ₹1 crore divided into 10,00,000 equity shares. The funds raised through this rights issue are intended to meet AGSPL's operational and working capital requirements, as well as other general corporate purposes. No governmental or regulatory approvals are required for this acquisition, which is expected to be completed by October 2026.