Description

Allcargo Logistics Ltd announces demerger of International Supply Chain business into Allcargo Global Limited with 1:1 share allotment ratio. Record date set for November 12, 2025.

Summary

Allcargo Logistics Ltd (Scrip Code: 532749) has announced a Composite Scheme of Arrangement approved by the National Company Law Tribunal (NCLT), Mumbai Bench, for the demerger of its International Supply Chain business into Allcargo Global Limited (formerly Allcargo ECU Limited). The record date is set for November 12, 2025, and shareholders will receive 1 equity share of Allcargo Global Limited for every 1 equity share held in Allcargo Logistics Ltd. The scrip will be transferred from ‘A’ Group to ‘T’ Group and will undergo Special Pre-open Session (SPOS) on the record date.

Key Points

  • Demerger of International Supply Chain business from Allcargo Logistics Ltd into Allcargo Global Limited
  • NCLT Mumbai Bench has approved the Composite Scheme of Arrangement
  • Record Date: November 12, 2025
  • Ex-Entitlement Date: November 12, 2025 (Settlement No. DR-754/2025-2026)
  • Share Entitlement Ratio: 1:1 (1 equity share of Rs.2/- each of Allcargo Global Limited for every 1 equity share of Rs.2/- each of Allcargo Logistics Ltd)
  • Allcargo Logistics Ltd shares will be transferred from ‘A’ Group to ‘T’ Group effective November 12, 2025
  • Special Pre-open Session (SPOS) will be conducted on November 12, 2025
  • Allcargo Global Limited shares will be listed on BSE Limited subject to compliance with requisite formalities

Regulatory Changes

Pursuant to SEBI Circular No. SEBI/Cir/ISD/1/2010 dated November 2, 2010, the equity shares of Allcargo Logistics Ltd will be transferred from ‘A’ Group to ‘T’ Group effective November 12, 2025. This is a standard regulatory measure applied during demerger processes.

Pursuant to SEBI Circular No. CIR/MRD/DP/01/2012 dated January 20, 2012, the scrip will be part of Call Auction in Pre-open Session (Special Pre-open Session - SPOS) on November 12, 2025.

Compliance Requirements

  • Trading members must note the group change from ‘A’ to ‘T’ for Allcargo Logistics Ltd effective November 12, 2025
  • Trading members should refer to Exchange notice no. 20120216-29 dated February 16, 2012 for guidance on Special Pre-open Session procedures
  • Shareholders must hold shares as of the record date (November 12, 2025) to be eligible for the demerger entitlement
  • Allcargo Global Limited must complete requisite formalities for listing on BSE Limited

Important Dates

  • Record Date: November 12, 2025 - Date for determining shareholder entitlement for demerger
  • Ex-Entitlement Date: November 12, 2025 (Settlement No. DR-754/2025-2026)
  • Group Transfer Date: November 12, 2025 - Transfer from ‘A’ Group to ‘T’ Group
  • Special Pre-open Session Date: November 12, 2025
  • Circular Issue Date: November 6, 2025

Impact Assessment

Market Impact: High - The demerger represents a significant corporate restructuring that will result in shareholders holding shares in two separate listed entities. The transfer to ‘T’ Group and implementation of SPOS on the record date will affect trading patterns and liquidity.

Shareholder Impact: All existing shareholders of Allcargo Logistics Ltd will receive additional shares of Allcargo Global Limited in 1:1 ratio, effectively creating two separate investment holdings from their current single holding.

Trading Impact: The scrip will experience restricted trading conditions due to the ‘T’ Group classification and will be subject to special pre-open session procedures on the record date. Normal trading will be affected on November 12, 2025.

Business Impact: The demerger separates the International Supply Chain business into a dedicated entity (Allcargo Global Limited), allowing both businesses to operate independently with focused strategies and management.

Impact Justification

Major corporate restructuring involving demerger of business division with 1:1 share ratio, mandatory group change to T group, and special trading arrangements affecting all shareholders