Allcargo Logistics Limited has undergone significant changes and reported impressive financial results, according to recent developments.

The company completed its scheme of arrangement effective November 15, 2025, demerging its international supply chain business into Allcargo Global Limited while retaining domestic express and consultative logistics operations. This strategic restructuring aims to enhance operational synergies and create long-term value.

In a notable achievement, Allcargo Logistics delivered its highest-ever quarterly revenue and volume in its express business. For Q2FY26, the company reported revenue of Rs 537.00 crores and consolidated EBITDA of Rs 62.00 crores, showcasing strong performance in its core operations.

Prior to these developments, Allcargo Logistics had submitted a monitoring agency report detailing the utilization of funds raised through a Qualified Institutions Placement (QIP), following its merger with Allcargo Gati Limited. The report, prepared by ICRA Limited, provided insights into the company's financial management and adherence to stated objectives.

Key Highlights of the QIP Fund Utilization Report

• Total Funds Raised: The QIP raised Rs 161.12 crore, out of an original issue size of Rs 169.28 crore.
• Funds Utilized: Rs 100.50 crore has been utilized as per the stated objectives.
• Remaining Funds: Rs 60.62 crore remains unutilized.

Fund Utilization Breakdown

The monitoring report indicated that the funds have been allocated as follows:

Merger Context

The QIP fund utilization report gained significance in light of the merger between Allcargo Logistics and Allcargo Gati Limited. As per the company's disclosure, Allcargo Gati Limited ceased to exist as a separate entity following the approval of a Composite Scheme of Arrangement by the National Company Law Tribunal, Mumbai Bench.

Compliance and Transparency

ICRA Limited, serving as the monitoring agency, reported no deviation from the stated objectives of the QIP. This adherence to the declared purposes underscored Allcargo Logistics' commitment to transparent financial management and regulatory compliance.

Future Outlook

With the recent strategic restructuring and strong financial performance, Allcargo Logistics is well-positioned for growth in the integrated logistics sector. The company still has Rs 60.62 crore at its disposal from the QIP, which is expected to be utilized for upgrading operating units, developing proprietary technology, and general corporate purposes.

As Allcargo Logistics continues to navigate its post-restructuring landscape, the prudent use of these funds, coupled with its record-breaking express business performance, will be crucial in realizing its strategic objectives and driving further growth in the competitive logistics industry.

Allcargo Logistics Limited has successfully executed a comprehensive corporate restructuring plan, marking a significant milestone in its strategic evolution. The company announced the effectiveness of a Composite Scheme of Arrangement involving multiple entities within its corporate structure.

Key Highlights of the Restructuring

• Effective Date: November 1, 2025
• Entities Involved:
  • Allcargo Logistics Limited
  • Allcargo Supply Chain Private Limited
  • Gati Express Supply Chain Private Limited
  • Allcargo Gati Limited
  • Allcargo Global Limited

Dissolution and Amalgamation

As part of this intricate restructuring:

• Allcargo Gati Limited has been dissolved without undergoing the winding-up process
• Allcargo Gati Limited has been amalgamated with Allcargo Logistics Limited

Impact on Allcargo Gati's Stock

The corporate action has significant implications for Allcargo Gati's equity shares:

• Trading in Allcargo Gati Limited's equity shares will remain suspended
• The shares will be de-listed from both BSE and NSE following intimations from the respective stock exchanges

Regulatory Compliance

The scheme became effective after Allcargo Logistics Limited and Allcargo Global Limited filed certified copies of the National Company Law Tribunal (NCLT) orders with the Registrar of Companies, Mumbai, Maharashtra on November 1, 2025.

Revised Record Date

Allcargo Logistics has also announced a revision to the record date for determining shareholder entitlements:

Shareholder Entitlements

The revised record date will determine:

1. Allcargo Logistics Limited shareholders entitled to receive equity shares of Allcargo Global Limited

   • Share Ratio: 1 equity share of Allcargo Global Limited (₹2.00 each) for every 1 equity share of Allcargo Logistics Limited (₹2.00 each)

2. Allcargo Gati Limited shareholders entitled to receive equity shares of Allcargo Logistics Limited

This corporate restructuring represents a significant development for Allcargo Logistics Limited, potentially streamlining operations and enhancing shareholder value. Investors and market participants are advised to closely monitor further announcements from the company and the stock exchanges regarding the implementation of this scheme.