Snowman Logistics Ltd

- No explicit mention of any current or imminent fundraising through debt or equity in the transcripts. - The company is undertaking a gradual creeping acquisition to increase stake in Snowman Logistics, but this is funded through healthy cash flows, not through raising funds. - Discussion on CFS business sale is ongoing, but no specific timeline or fundraising plans from this are finalized. - Expansion plans, like new ICD terminals, are progressing cautiously due to land issues and market conditions; no mention of raising funds for these. - Management highlights maintaining a balance between gaining volume and margins but does not indicate any capital raising activities. Overall, there is no clear indication of plans for new fundraising through debt or equity in the near term as per the provided transcript.

- Krishnapatnam facility expected to be operational by end of January 2025. - Expansion at Faridabad with double stacking recently implemented; expected to increase volumes and improve turnaround time. - Ongoing investments at Garhi Harsaru, including new plants for major auto companies. - Exploration of new territories aided by improved road infrastructure around Faridabad. - Jaipur ICD development delayed due to land acquisition issues; actively seeking alternative locations with ongoing negotiations. - Continuous search for 1-2 new terminal locations to drive rail volume growth. - No freeze on expansion plans; actively pursuing new land parcels despite cost and regulatory challenges. - Maintenance and revamping costs for older facilities like Bombay's CFS impacting current profitability. - Strategic stake acquisition in Snowman Logistics via creeping acquisition expected to surpass 50% ownership this financial year.

- Expect reasonably good growth in the first half of next year, with further improvement in the second half. (Page 13) - Rail volumes expected to improve in H2 FY25 compared to H2 last year, aided by market share gains even if overall macro environment is not growing significantly. (Page 9) - New 5PL clients in Snowman Logistics expected to contribute revenue fully from upcoming quarters, supporting growth. (Page 7) - Expansion projects like Krishnapatnam facility to be operational by January end, alongside new facilities in Kolkata and Lucknow, aiding volumes and revenue growth. (Page 13) - Increasing double stacking (up from 38% to target ~45% post DFC and Faridabad double stacking) expected to improve efficiency and EBITDA. (Pages 10-12) - Market share improvements seen in Ludhiana (from 21% to 27-28%) indicate potential volume growth in competitive regions. (Page 3) - New terminal expansions (like Faridabad) and potential new locations are expected to drive further volume growth. (Pages 4-6)

- Reasonable growth expected in first half of the year with improvement in second half (Page 13). - Rail segment expects growth in H2 FY25 with some improvement over Q2 numbers (Page 12). - Snowman Logistics anticipates increased revenues from new 5PL clients fully contributing in subsequent quarters (Page 7). - EBITDA per TEU for rail expected to improve with Faridabad double stacking and pricing corrections, potentially crossing 40% volumes with uptick focused on volume gain over margin per TEU (Pages 10-11). - Increasing stake in Snowman (target >50%) expected to drive revenue and profit growth (Page 12). - CFS business sale ongoing but no quick timeline; proceeds expected to strengthen financials (Pages 4-5). - Market share increases and volume growth initiatives expected to positively impact overall EBITDA despite some pricing discounts (Pages 9-10). - Long term margin improvement efforts include higher double stacking, mixed trains, and efficiency gains (Page 10).

The transcript does not provide specific details on current or expected orderbook or pending orders for Gateway Distriparks Limited or Snowman Logistics Limited. However, some relevant points related to business outlook and growth include: - Expectation of reasonably good growth in first half of the year and improvement in second half given operational facilities such as Krishnapatnam coming online by January end. - Some 5PL customers onboarded recently, expecting full revenue from them in the second half. - Kashipur volumes expected to increase in Q4 due to new key customers won. - Expansion plans continue, though Jaipur ICD development is delayed due to land issues; other new locations under negotiation. - Focus on increasing market share in competitive regions like Ludhiana and NCR. - No direct mention of pending or confirmed orderbook volumes or values in the transcript.