Allcargo Logistics Limited , a prominent player in the logistics sector, is on the cusp of a significant corporate restructuring as the National Company Law Tribunal (NCLT) has reserved its order on the company's Composite Scheme of Arrangement. The hearing, which took place on September 24, 2025, marks a crucial step in the company's strategic reorganization involving multiple subsidiaries.

Key Details of the Arrangement

The Composite Scheme of Arrangement involves several entities within the Allcargo group:

• Allcargo Logistics Limited (Transferee Company 2 / Demerged Company)
• Allcargo Supply Chain Private Limited (Transferor Company 1 / ASCPL), a wholly-owned subsidiary
• Gati Express & Supply Chain Private Limited (Transferor Company 2 / GESCPL)
• Allcargo Gati Limited (Transferee Company 1 / Transferor Company 3 / Gati)
• Allcargo Global Limited (Resulting Company / AGL), another wholly-owned subsidiary

This complex restructuring is being processed under Sections 230 to 232 and other applicable provisions of the Companies Act, 2013.

Implications and Next Steps

The reservation of the order by the NCLT is a significant milestone in the restructuring process. It indicates that the tribunal has concluded its hearing and will now deliberate on the merits of the scheme before pronouncing its decision. This move could potentially reshape the corporate structure of Allcargo Logistics and its associated entities, possibly leading to operational synergies and streamlined business processes.

Corporate Governance and Transparency

In line with regulatory requirements, Allcargo Logistics has promptly informed the stock exchanges about this development. The company's commitment to transparency is evident from its timely disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Market Impact

While the final outcome is yet to be announced, the market will be closely watching the NCLT's decision. The restructuring could have significant implications for Allcargo Logistics' business operations, financial structure, and potentially its market valuation.

Investors and stakeholders are advised to keep a close eye on further announcements from the company regarding the NCLT's final order, which will provide clarity on the implementation and impact of this extensive corporate restructuring.

As the logistics sector continues to evolve, Allcargo Logistics' strategic move underscores the importance of corporate agility and structural optimization in maintaining competitiveness in a dynamic market environment.

Allcargo Logistics , a leading player in the logistics industry, has announced impressive growth across its key business segments for July, demonstrating resilience and strength in its operations.

LCL Operations Show Significant Month-on-Month Growth

The company's Less than Container Load (LCL) operations witnessed a substantial increase of 10% month-on-month, reaching 774 cubic meters in July. This growth is particularly noteworthy as it comes despite a 5% year-on-year decline, indicating a strong recovery trend. The company noted that global trade is expected to grow for the rest of the year, albeit with variations across trade lanes.

FCL Services Continue to Expand

Full Container Load (FCL) services demonstrated robust performance with a 9% year-on-year growth. The company's FCL volume stood at 59,443 TEUs (Twenty-Foot Equivalent Units) in July, marking a 9% increase compared to both the previous month and the same period last year. Notably, FCL volumes gained traction in several key regions, including the USA, Latin America, Asia Pacific, Middle East, and China.

Air Cargo Segment Shows Exceptional Growth

The most striking growth was observed in Allcargo's air cargo segment, which reported a remarkable 46% year-on-year increase. The air volume for July reached 3,690 tonnes, representing a significant 28% growth over the previous month as well. This exceptional performance was driven by growth across all major regions, with the exception of India.

Regional Performance Highlights

• LCL Operations: Witnessed month-on-month increases across all major regions, except the Middle East.
• FCL Services: Showed growth in USA, Latin America, Asia Pacific, Middle East, and China compared to the previous month. Year-on-year increases were seen in Latin America, Asia Pacific, China, Middle East, and India, while Europe experienced a decline.
• Air Cargo: Demonstrated growth across all major regions compared to the previous month, barring North America and India. Year-on-year growth was observed across all major regions except India.

Container Utilization and 40-Foot Container Usage

The company reported that container utilization has declined compared to last year, aligning with the overall volume trends. However, the 40-foot container ratio has remained stable year-on-year, with a slight uptick observed in the last month, corresponding to the increase in volume.

Allcargo Logistics' strong performance across its diverse business segments underscores the company's resilience and adaptability in navigating the dynamic global trade environment. As the logistics industry continues to evolve, Allcargo's growth in key areas positions it well for future opportunities in the sector.