Current price is less than the intrinsic value

Intrinsic Value

Stock has been generating better return on equity than bank FD

ROE vs FD rates

Dividend Returns

Good time to consider, as stock is not in overbought zone

Entry Point

Stock not in ASM/GSM lists and not a lot of promoter holding is pledged

No Red Flags

Income went up to Rs 5,786.65 crore in the quarter from Rs 3,360.07 crore in the year-ago period, the filing said.This has been the best ever performance recorded by the company, setting stage for next phase of growth on the back of strategic acquisitions and transformational initiatives undertaken …

Allcargo Logistics Q4 Results: Profit jumps to Rs 247 crore

The company had posted a net profit of Rs 53.71 crore for the year-ago period, Allcargo Logistics said in a filing to BSE.

Allcargo Logistics Q4 profit jumps to Rs 247 crores

The company had posted a net profit of Rs 53.71 crore for the year-ago period, Allcargo Logistics said in a filing to BSE

Allcargo Logistics Q4 consolidated net profit jumps to Rs 247 crore

EBITDA stood at Rs1,516 crore for FY22, as against Rs634 crore for FY21, logging growth of 139% yoy.

Allcargo Logistics posts 91% yoy growth in revenue ~Rs20,000 crore; reports 349% yoy growth in PAT

Buzzing stocks: Tata Steel, Torrent Pharma, India Cements, Hindalco, MIDHANI, Colgate Palmolive, GSFC, Allcargo Logistics, Zee Entertainment, Page Industries, Jet Airways

Stocks that will see action on May 26, 2022

With its digital-first strategy, Allcargo Logistics, ECU Worldwide and Gati are also looking to further tap the potential of emerging technologies, chairman Shashi Kiran Shetty said.

Following the demerger, each business will have an independent structure with mirror shareholding: Shashi Kiran Shetty, chairman, Allcargo Logistics, ECU Worldwide and Gati | The Financial Express

Counter Cyclical Investments Long Term Value Investment strategy came in second to deliver 121 per cent return. The fund holds 49 stocks, all smallcaps, in the portfolio. Its top five holdings are Ambika Cotton Mills, Orient Bell, Allcargo Logistics, Garware Hi-Tech Films and Apollo Sindoori Hotels.

2 smallcap-heavy PMS portfolios more than double investor money in FY22

Speaking to ET NOW, Ravi Jakhar, Chief Strategy Officer, Allcargo Logistics says fuel is largely a pass through cost. He explains how higher fuel costs mean higher logistic costs, which puts pressure on demand. He believes margins are not affected as high fuel costs are largely being passed through. He feels that growth rates have been much higher than market growth rates. What is the company's current debt levels? What is the targeted debt to equity level? India's logistic costs are higher compared to the developed nations and the Indian government. How will that support the logistic companies? Watch the full interview to know more only on ET NOW.
Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3

Subscribe Now To Our Network Channels :-
Times Now  : http://goo.gl/U9ibPb
The NewsHour Debate : http://goo.gl/LfNgFF

To Stay Updated Download the Times Now App :-
Android Google Play :  https://goo.gl/zJhWjC
Apple App Store :  https://goo.gl/d7QBQZ

Social Media Links :-
Twitter - http://goo.gl/hA0vDt
Facebook - http://goo.gl/5Lr4mC
G+ - http://goo.gl/hYxrmj
Website - www.etnownews.com

Govt Keen To Improve Logistics Infra | Ravi Jakhar, Allcargo Logistics

It is acquiring one of the units of logistics major Allcargo Logistics which carries out movement of heavy machinery such as plant and equipment across geographies. It is also acquiring a unit of Lift and Shift Private Limited that moves heavy equipment and components to locations where large infras…

JM Baxi agrees to acquire units of two logistics firms for Rs. 200 crore

Separately, it had made an offer to Lift & Shift to acquire its heavy and over-dimension cargo logistics biz

J M Baxi’s arm buys Allcargo’s Project Forwarding and Logistics biz for ₹98.64 cr

Allcargo Logistics rose 2.50% to Rs 319.95 after the company’s board on Wednesday (16 March) declared an interim dividend of Rs 3 per share.

Allcargo Logistics gains after board approves dividend

Allcargo Logistics Limited is engaged in providing integrated logistics solutions.

Allcargo Logistics Ltd

Allcargo Logistics Ltd

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Allcargo Logistics Q4 Results: Profit jumps to Rs 247 crore

Allcargo Logistics Q4 profit jumps to Rs 247 crores

Allcargo Logistics Q4 consolidated net profit jumps to Rs 247 crore

Allcargo Logistics posts 91% yoy growth in revenue ~Rs20,000 crore; reports 349% yoy growth in PAT

Stocks that will see action on May 26, 2022

Following the demerger, each business will have an independent structure with mirror shareholding: Shashi Kiran Shetty, chairman, Allcargo Logistics, ECU Worldwide and Gati | The Financial Express

2 smallcap-heavy PMS portfolios more than double investor money in FY22

Allcargo Logistics Ltd

Intrinsic ValueIntrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD ratesFixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend ReturnsA dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry PointHigh demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Allcargo Logistics Q4 Results: Profit jumps to Rs 247 crore

Allcargo Logistics Q4 profit jumps to Rs 247 crores

Allcargo Logistics Q4 consolidated net profit jumps to Rs 247 crore

Allcargo Logistics posts 91% yoy growth in revenue ~Rs20,000 crore; reports 349% yoy growth in PAT

Stocks that will see action on May 26, 2022

Following the demerger, each business will have an independent structure with mirror shareholding: Shashi Kiran Shetty, chairman, Allcargo Logistics, ECU Worldwide and Gati | The Financial Express

2 smallcap-heavy PMS portfolios more than double investor money in FY22

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock