NSEMonthly Business Updates27 Aug 2026 · 27 Aug 2026, 06:13 pm

Monthly Business Updates

Allcargo Global Limited · AGL

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Allcargo Global Limited has informed the Exchange regarding Monthly Business Updates for the month of July 2026, with key business parameters for the month annexed.

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Earnings Impact5/10
Growth Catalyst2/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment6/10

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Allcargo Global Limited has informed the Exchange regarding Monthly Business Updates for the month of July 2026

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AGL_27082026181153_AGL_Monthly_Operational_Update_July_2026_Signed.pdf

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August 27, 2026 BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G, Dalal Street, Fort Bandra-Kurla Complex, Bandra Mumbai - 400 001 (East), Mumbai – 400 051 Scrip Code: 544602 Scrip Code: AGL Dear Sir/Madam, Sub: Monthly Operational Update In accordance with SEBI (Lis(cid:415)ng Obliga(cid:415)ons and Disclosure Requirements) Regula(cid:415)on, 2015 and Code of Prac(cid:415)ces and Procedures for Fair Disclosure of Unpublished Price Sensi(cid:415)ve Informa(cid:415)on in terms of Regula(cid:415)on 8 of SEBI (Prohibi(cid:415)on of Insider Trading) Regula(cid:415)ons, 2015, please find key business parameters for the month ended July 2026, as annexed. The given informa(cid:415)on is as per limited review by the Management. This is for your informa(cid:415)on and for the informa(cid:415)on of your members and the public at large. This in(cid:415)ma(cid:415)on is being made available on the Company’s website at h(cid:425)ps://www.allcargo.global. Kindly take the above informa(cid:415)on on record. Thanking you, Yours faithfully For Allcargo Global Limited Swati Singh Company Secretary and Compliance O(cid:431)icer Membership No.: A20388 ALLCARGO GLOBAL LIMITED (Formerly known as Allcargo Worldwide Limited, formerly known as Allcargo ECU Limited) Allcargo House, 6th Floor, CST Road, Kalina, Santacruz (E), Mumbai - 400 098. Maharashtra. India. T: +91 22 6679 8110 | E: investorrelations@allcargo.global | W: www.allcargo.global | CIN: L52220MH2023PLC408966 Allcargo Global Limited Monthly OperationalUpdate LCL operations: LCL volume stood at 728 thousand cubic meters in July 2026, down 6% year-on-year and up 2% month-on-month. The year-on-year decline was primarily driven by disruptions arising from the Middle East conflict, along with the strategic rationalization of loss-making trade lanes as part of the company's continued focus on profitability and network optimization. Month of July sawearly festive season demand andconstrained effective capacitythatled to volumegrowth and surge in the spot freight rates. On a month-on-month basis volume increased across all major regions barring Middle East. LCL Monthly Volume, '000 cbm 775 767 718 690 705 727 698 688 710 728 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Container utilization:With focus efforts on efficiency container utilization has consistently improved over last few monthsnow sittingmarginally above last year,despite lower volume. Container Utilization Index (TTM) 100 101 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Container Utilization Index Note:The Index shows Container utilization (Cbm/TEU) levels rebased as July2025= 100 40 feet ratio:With focus on operational cost rationalization40 ft containerutilization has consistently increased in recent months, now sitting well above last year. 40 feet Container Usage Index (TTM) Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 40' Container Usage Index Note: The Index shows 40 feet Container usage (number of 40 feet containers as % of total containers used) levels rebased as July2025= 100 FCL operations: FCL volume during the month of July2026stood at 49,138TEUs,down20% over last yearand up 1% over last month. The decline compared to last year is partially attributable to the conflict in the Middle East. All major regions barring Europe saw a decline in volume over last year. Anincreasein volume over last month year was witnessed in Latin America and Europe, while a decline was witnessed in Middle East, North America, North Asia and Indian Subcontinent. FCL Monthly Volume, '000 TEUs 54 54 55 53 52 50 48 47 49 50 49 49 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Airoperations: Air volume for the month of July2026stood at 2,751tons.This represents adecline of 18% YoY and agrowth of 14% over last month. Air volume witnessed year-on-yeardeclineacrossall major regions barring Middle East.A month-on-monthincreasewas witnessed in all major regions barringLatin America. Air Volume, Tons 3348 2976 3012 2928 2690 2751 2599 2602 2503 2551 2422 2342 1875 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26