Snowman Logistics Ltd

- No explicit mention of current or future fundraising through debt or equity is found in the provided transcript excerpt. - The company discusses monetization of land at Krishnapatnam (INR 20 crores inflow) and is in discussions with parties for further monetization, which suggests internal funding for expansion rather than new fundraising. - There is ongoing capex planned (~INR 20 crores) mainly for maintenance and new terminals but no mention of raising funds externally. - The company mentions cash balance and generated cash used for business deployment but does not indicate plans for external funding through debt or equity. - Overall, based on the provided information, there are no disclosed plans for raising new debt or equity in the near future.

- Gateway Distriparks is actively pursuing land acquisition for ICD expansion, targeting to finalize and act within the current financial year; availability near railways with proper road access and business hubs is a key challenge. - Plans for monetizing land at Krishnapatnam and Cochin; INR 20 crores expected inflow from land monetization at Krishnapatnam, partly converting existing warehouse for Snowman Logistics cold storage. - New ICD terminal operational prospects delayed, especially Jaipur terminal due to legal and approval issues; alternatives like CFS near Jaipur land or acquiring new land are being considered, with operations expected by FY '26. - Capex guidance for next year remains around INR 20 crores for maintenance and expansion, including pursuit of two new terminals, though timelines for these terminals are yet to be finalized. - No additional ICD operational in FY '25 likely, but land acquisition and planning are ongoing for future expansions.

- Expectation of double-digit volume growth in rail business, driven by strong pipeline and volume uptick (Page 5, 6). - Anticipation of gradual recovery from Red Sea crisis impacting Q1; volumes showing minor uptick but full normalization expected in 1-2 months (Page 16). - Potential for 4x volume growth at ICD locations by expanding container yards as utilization reaches 70%-80% (Page 6). - New terminal developments ongoing: Lucknow operational from July, Kolkata in September; expansions in Krishnapatnam and Bhubaneswar in pipeline (Page 14). - CFS business faces competitive intensity with targeted EBITDA per TEU around INR1,500; revenue growth subdued due to competition (Page 5). - The cold chain segment (Snowman Logistics) is promising with major long-term growth expected; revenue grew from INR83 crores to INR141 crores YoY (Page 14). - Overall, expectations are positive steady growth leveraging infrastructure expansion and market recovery (Page 5, 6, 14, 16).

- **Gateway Distriparks Limited expects double-digit volume growth in rail business**, driven by manufacturing and EXIM volume increase despite geopolitical challenges. (Page 5, 6) - **EBITDA per TEU guidance remains steady around INR 9,500-9,800**, accounting for competition and cost increments. (Page 8, 12) - **Rail business volumes expected to improve with increased double stacking from 35% towards 45-50% by FY '25/'26**, enhancing margins and profitability. (Page 6, 9) - **CFS business faces competitive intensity, with EBITDA per TEU targeted around INR 1,500**, cost management focus ongoing. (Page 4, 10) - **Deferred tax adjustments expected to reverse post-FY '27 and '28 using MAT credits, normalizing tax rates by FY '27.** (Page 15, 16) - **Snowman Logistics sees promising growth potential over the long term, especially with product additions.** (Page 14) - **Capex of around INR 20 crore planned for maintenance, alongside potential new terminal developments.** (Page 3) Overall, sustained growth and margin improvement are anticipated with capacity expansions and operational efficiencies.

The provided transcript does not explicitly mention the current or expected order book or pending orders for Gateway Distriparks Limited. However, some related insights include: - Orders have started growing well but are affected by port congestion due to vessels taking longer routes (via Cape of Good Hope) because of the Red Sea crisis. - Cargo bookings show a minor uptick, but it's too early to confirm normalization; volumes are expected to improve in the next 1-2 months. - The rail business is anticipating double-digit volume growth with a strong pipeline ahead. - There is ongoing scouting for new terminals to boost capacity. - ICD utilization varies from 50% to 70%, with capacity to grow up to 4x as volumes pick up. - No specific quantitative data on order book or pending orders is disclosed in the transcript.