Allcargo Logistics Approves Investment in Allcargo Group Services Private Limited via Private Placement

Allcargo Logistics Limited's Board of Directors, at its meeting held on May 14, 2026, approved an investment in Allcargo Group Services Private Limited, formerly known as Allcargo Warehousing Management Private Limited. The investment involves the acquisition of 2 equity shares at a value of Rs. 1,76,840/- each, with a face value of ₹10/- per share, on a private placement basis. This disclosure was made to the stock exchanges in accordance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Investment Overview

The acquisition grants Allcargo Logistics a 25% stake in the equity share capital of the target entity. The transaction will be settled through cash consideration via banking channels and is expected to be completed within Financial Year 2026-27. No governmental or regulatory approvals are required for the completion of this acquisition.

The key details of the investment are summarised below:

Parameter: Details Target Entity: Allcargo Group Services Private Limited (formerly Allcargo Warehousing Management Private Limited) Date of Approval: May 14, 2026 Shares Acquired: 2 equity shares (face value ₹10/- each) Acquisition Price: Rs. 1,76,840/- per share Mode of Consideration: Cash via banking channels Stake Acquired: 25% of equity shares Industry: Logistics Date of Incorporation: September 1, 2018 Target Entity Turnover: Nil Completion Timeline: Financial Year 2026-27 Regulatory Approvals Required: No

Related Party Transaction and Rationale

The acquisition has been classified as a related party transaction. The promoters, promoter group, and group companies hold an interest in the target entity, as TransIndia Real Estate Limited — the holding company of Allcargo Group Services Private Limited — and Allcargo Logistics belong to the same promoter group. The investment has been confirmed to be conducted at arm's length.

The stated objectives of the investment are:

To enable all group companies investing in the target entity to participate in its profits and contribute to its governance, commensurate with their respective shareholding.

To ensure appropriate allocation of corporate and shared service costs among the group entities.

About the Target Entity

Allcargo Group Services Private Limited was incorporated on September 1, 2018, and operates in the logistics sector in India. The company has an authorised capital of Rs. 1,00,00,000/- (Rupees One Crore Only), divided into 10,00,000 equity shares of ₹10/- each. The entity has reported nil turnover for the last three years.

The investment was approved by the Board of Directors of Allcargo Logistics at its meeting on May 14, 2026, and the intimation was submitted to BSE Limited and the National Stock Exchange of India Limited in compliance with applicable SEBI listing regulations.

Allcargo Logistics Limited has scheduled an Earnings Conference Call to discuss its financial performance for the quarter and year ended March 31, 2026. The call is set for Friday, May 15, 2026, at 03:30 PM (IST). The company has filed the intimation pursuant to Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The date is subject to change due to exigencies on the part of participants or the company.

Financial Performance for Q4 & FY26

For the financial year ended March 31, 2026, Allcargo Logistics reported a revenue from operations of INR 2,058 Cr, representing a 5% increase compared to INR 1,961 Cr in the previous year. The company achieved a Gross Profit of INR 607 Cr, up 2% year-on-year. EBITDA for the year stood at INR 233 Cr, a 16% rise from INR 200 Cr in FY25, with an EBITDA margin of 11%.

In the fourth quarter of FY26, revenue from operations was INR 514 Cr, slightly higher than INR 513 Cr in Q4FY25. EBITDA for the quarter increased by 41% to INR 60 Cr from INR 43 Cr in the corresponding period of the previous year. The Profit After Tax (PAT) for the quarter was INR 20 Cr, while the full-year PAT was INR 6 Cr.

Segment Performance

The company's performance was driven by its key business verticals. Surface Express revenue for FY26 was INR 1,370 Cr, compared to INR 1,345 Cr in FY25. Consultative Logistics saw significant growth, with revenue rising 17% to INR 615 Cr from INR 524 Cr in the previous year. Air Express revenue remained stable at INR 72 Cr for the year.

Segment FY26 Revenue (INR Cr) FY25 Revenue (INR Cr) Growth Surface Express 1,370 1,345 2% Consultative Logistics 615 524 17% Air Express 72 71 2%

Conference Call Details

Investors and analysts can join the conference call using the following details:

Parameter Details Date Friday, May 15, 2026 Time 03:30 PM (IST) Universal Access (India) +91 22 6280 1138 | +91 22 7115 8039

International participants may dial the toll-free numbers listed for Canada, Hong Kong, Japan, Singapore, the UK, and the USA. Senior leadership, including Mr. Ketan Kulkarni (MD & CEO) and Mr. Deepak Pareek (CFO), will represent the company during the call.

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