Allcargo Logistics Awaits Q2 Numbers Tomorrow After Demerger Turns Effective

Mumbai, November 13, 2025: Allcargo Logistics Ltd (NSE: ALLCARGO, BSE: 532749) enters today’s trading amid a significant transition, with its demerger taking effect yesterday and quarterly results set to be announced tomorrow. The company has notified exchanges that its Board will meet on November 14, 2025, to approve the unaudited standalone and consolidated financial results for Q2 and H1 FY26.

This follows the record date of November 12 for the demerger of Allcargo’s international supply chain business into the newly listed Allcargo Global, marking a major organisational restructuring. The demerger had become effective earlier, following approval from the NCLT.

Demerger Now Effective, Share Entitlement Completed

Allcargo Logistics has completed the demerger of its International Supply Chain (ISC) vertical into a separate listed entity, Allcargo Global, to unlock shareholder value and enable a sharper business focus. Under the approved scheme, shareholders of Allcargo Logistics will receive one equity share of Allcargo Global for every one share held. Post-demerger, Allcargo Logistics will focus on domestic express logistics, supply chain management, and logistics infrastructure, while Allcargo Global will handle the international supply chain business, including freight forwarding and ocean and air logistics across more than 180 countries.

Share Allotment Terms

Under this plan, for every share held in Allcargo Logistics, the shareholders will be rewarded with one Allcargo Global share. The restructuring also involved the amalgamation and dissolution (without winding up) of Allcargo Gati, which is now integrated with Allcargo Logistics, with its shares suspended from trading.

What to Expect?

Allcargo Logistics is all set to announce its Q2 and half-yearly performance tomorrow. This marks the first time, as the investor will only see the company’s financial performance as a domestic-only business. The company mentioned that its trading window will be closed and reopen only after 48 hours from the declaration of results.

Share Price Update

As of 11:45 AM, the share price of Allcargo Logistics Ltd at ₹12.47, reflecting a 4.97% intraday gain. Over the past year, the stock has fallen 76%, while year-to-date it is down 58%. However, in the past five days, the shares have rebounded, posting a 15% gain.

REF: https://nsearchives.nseindia.com/corporate/ALLCARGO_06112025191536_SEUpload.pdf

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