Allcargo Logistics , through its subsidiary Allcargo Terminals, has reported a significant increase in its Container Freight Station (CFS) volumes for September 2025. The company's performance showcases robust growth both on a year-over-year and month-over-month basis.

Key Highlights

Performance Analysis

Allcargo Terminals has demonstrated strong operational performance in its CFS business. The company handled 59.70 thousand Twenty-foot Equivalent Units (TEUs) in September 2025, marking a substantial 18.00% increase compared to the same period last year. This growth indicates a positive trend in the company's operations and potentially reflects an uptick in overall trade activities.

Monthly Comparison

In addition to the year-over-year growth, Allcargo Terminals also showed improvement on a month-over-month basis. The September 2025 volumes represent a 5.00% increase compared to August 2025, suggesting continued momentum in the company's CFS operations.

Industry Implications

The growth in CFS volumes could be indicative of broader trends in the logistics and shipping industry. As container freight stations play a crucial role in international trade, increased volumes may signal positive developments in global trade activities or Allcargo Terminals' market position.

While these figures present a positive outlook for Allcargo Terminals, it's important for investors and industry observers to consider these results within the broader context of the company's overall performance and market conditions.

Allcargo Logistics Limited , India's largest integrated logistics solutions provider, has received approval from the National Company Law Tribunal (NCLT) Mumbai Bench for its ambitious business restructuring plan. This approval marks a significant milestone in the company's strategic reorganization efforts, which have been in progress for the past four years.

Key Aspects of the Restructuring

The approved Composite Scheme of Arrangement involves several crucial changes to Allcargo's corporate structure:

1. Demerger of International Business: The International Supply Chain business will be demerged into a new listed entity called Allcargo Global Limited.

2. Consolidation of Domestic Operations: The domestic express and contract logistics business, currently under various subsidiaries, will be consolidated under Allcargo Logistics Limited.

3. Shareholder Benefits:

   • Shareholders of Allcargo Logistics will receive shares in both entities on a 1:1 basis.
   • Allcargo Gati shareholders will get 63 shares of Allcargo Logistics for every 10 shares held.

Rationale and Expected Outcomes

The restructuring is designed to achieve several strategic objectives:

• Independent Operations: Both international and domestic businesses will operate independently, allowing for clearer strategic focus and dedicated management oversight.
• Efficient Capital Allocation: The new structure is expected to facilitate more efficient allocation of capital across different business segments.
• Enhanced Shareholder Value: The simplified structure allows shareholders to directly assess and participate in each business segment.
• Synergy Creation: The restructuring aims to create synergies through customer integration in express and contract logistics.

Implementation Process

With the NCLT approval secured, Allcargo Logistics will now proceed with the following steps:

1. Filing the sanctioned scheme with the Registrar of Companies
2. Determining record dates for share allotment
3. Allotting shares as per the approved scheme
4. Listing of the demerged entity, Allcargo Global Limited

Future Outlook

Post-restructuring, the Allcargo Group will have four listed strategic business units:

1. Allcargo Global Limited (International Supply Chain business)
2. Allcargo Logistics Limited (Domestic logistics)
3. Allcargo Terminals Limited (CFS/ICD business)
4. TransIndia Real Estate Limited (Real estate business)

Ravi Jakhar, Group Chief Financial Officer (CFO) and Director - Strategy of Allcargo Logistics Limited, commented on the development, stating, "The restructuring empowers our flagship businesses with strategic independence, while creating synergies through customer integration in express and contract logistics, and direct shareholding in operating entities. It establishes clear financial accountability with leadership team focused on growth, returns, and a digital-first approach."

This corporate action represents a significant step for Allcargo Logistics, potentially positioning the company for more focused growth and enhanced value creation for its stakeholders in the evolving logistics landscape.