Description

Allcargo Logistics Limited is demerging its International Supply Chain Business into Allcargo Global Limited effective November 12, 2025, with 1:1 share allocation and addition of Allcargo Global Limited to multiple BSE indices.

Summary

Allcargo Logistics Limited (Exchange Ticker: 532749) is demerging its International Supply Chain Business into a new entity, Allcargo Global Limited, effective from the start of trading hours on Wednesday, November 12, 2025. Shareholders will receive 1 equity share of Allcargo Global Limited for every 1 equity share held in Allcargo Logistics Limited. A Special Pre-Open Session (SPOS) will be conducted on November 12, 2025, to enable price discovery for Allcargo Logistics Limited post-demerger. Allcargo Global Limited will be added to nine BSE indices at zero price after the close of November 11, 2025, without divisor adjustment.

Key Points

  • Allcargo Logistics Limited (Ticker: 532749) is demerging its International Supply Chain Business
  • New entity: Allcargo Global Limited
  • Share allocation ratio: 1:1 (1 share of Allcargo Global for every 1 share of Allcargo Logistics)
  • Special Pre-Open Session (SPOS) scheduled for November 12, 2025, for price discovery
  • Allcargo Global Limited to be listed on BSE at a future date (date not yet announced)
  • Allcargo Global Limited will be added to 9 BSE indices at zero price without divisor adjustment
  • Addition effective from November 12, 2025 (after close of November 11, 2025)

Regulatory Changes

No regulatory framework changes. This is a corporate action under an approved scheme of arrangement.

Compliance Requirements

  • BSE Limited will conduct a Special Pre-Open Session on November 12, 2025
  • Index constituents will be updated to reflect the addition of Allcargo Global Limited
  • Trading members and participants should prepare for the demerger event and SPOS process
  • Investors holding Allcargo Logistics shares will automatically receive Allcargo Global shares in 1:1 ratio

Important Dates

  • November 7, 2025: Circular announcement date
  • November 11, 2025: Last day before demerger becomes effective (close of trading)
  • November 12, 2025: Demerger effective date (start of trading hours); Special Pre-Open Session for price discovery; Allcargo Global Limited added to BSE indices
  • Future date (TBA): Expected listing date of Allcargo Global Limited equity shares on BSE

Impact Assessment

Market Impact: High - This demerger affects a company listed in multiple major BSE indices including BSE SMALLCAP, BSE ALLCAP, BSE SERVICES, BSE 1000, and BSE NEXT 500. The Special Pre-Open Session will determine the new price equilibrium for Allcargo Logistics post-demerger, which may result in significant price volatility.

Index Impact: The addition of Allcargo Global Limited to 9 BSE indices (BSE SMALLCAP, BSE ALLCAP, BSE SERVICES, BSE 1000, BSE NEXT 500, BSE 250 MICROCAP, BSE 1000 MULTICAP EQUAL SIZE WEIGHTED (25%), and BSE MIDSMALLCAP) will affect index composition and performance calculations.

Shareholder Impact: All existing shareholders of Allcargo Logistics will receive additional shares in Allcargo Global at 1:1 ratio, effectively splitting the business value between two entities. This may require portfolio rebalancing and tax considerations.

Trading Impact: The SPOS mechanism ensures fair price discovery in a controlled environment before regular trading begins, minimizing potential manipulation or extreme volatility.

BSE Indices Affected

Allcargo Global Limited will be added to the following indices:

  1. BSE SMALLCAP
  2. BSE ALLCAP
  3. BSE SERVICES
  4. BSE 1000
  5. BSE NEXT 500
  6. BSE 250 MICROCAP
  7. BSE 1000 MULTICAP EQUAL SIZE WEIGHTED (25%)
  8. BSE MIDSMALLCAP
  9. (Total: 9 indices, with one appearing to be BSE MIDSMALLCAP based on the table)

Contact Information

For additional queries, clients should reach out to: bseindex@bseindia.com

Impact Justification

Major corporate restructuring involving demerger affecting multiple BSE indices, requiring Special Pre-Open Session for price discovery, and impacting shareholders with 1:1 share allocation