Snowman Logistics Ltd

- Gateway Distriparks Limited plans a total capital investment of around Rs. 150 crores over the next 12 months. - The financing for this investment will be primarily through debt. - There will also be some equity portion funding, ranging between Rs. 20 billion to Rs. 25 billion. - However, the equity portion mentioned refers to internal accruals, not fresh equity raising. - Currently, there is no plan to raise new equity capital externally.

- Gateway Distriparks is investing around Rs. 150 crores over the next 12 months primarily funded by debt and internal accruals (Page 14). - Expansion includes new warehousing capacity: - Krishnapatnam: Plans for about 11,200 pallets capacity (Page 14). - Calcutta: Phase one with ~5,900 pallets completed; phase two to increase total capacity to about 15,000 pallets (Page 14). - New rail-linked ICD terminals planned, with 2-3 coming in the next couple of years, subject to land acquisition challenges (Page 8, 12). - Delay in the Jaipur terminal due to legal and regulatory issues; awaiting approvals from the Delhi Adjudicating Authority (Pages 16, 18). - Snowman Logistics is focusing on operational efficiencies and cost-cutting to improve margins; no immediate plans to increase stake beyond current 50% (Pages 12, 18). - Overall strategic focus is on increasing volume, market share, and expanding rail-linked terminals to leverage Dedicated Freight Corridor connectivity.

- Snowman Logistics targets revenues of Rs. 800-900 crores by end of FY27, driven mainly by expansion in Snow Distribute 5PL business and addition of new facilities annually. (Page 15) - Gateway Distriparks is actively expanding rail-linked ICDs with 2-3 new terminals expected in the next couple of years, with plans to announce by next quarter. (Page 8) - Faridabad's double stacking and connectivity to JNPT via Dedicated Freight Corridor (DFC) are expected to boost volumes and margins, potentially raising rail EBITDA per TEU above Rs. 10,000. (Page 16) - Market share growth is seen in key terminals: NCR market share steady at 17%, Sahnewal increased to ~27%, and Uttarakhand rising from 23% to 30%. (Page 6) - Overall, despite some sluggish markets (e.g., Ludhiana and Uttarakhand), Gateway aims for consistent volume and market share growth with geographic expansion. (Pages 8, 15, 16) - Improvements expected as Red Sea shipping disruptions ease and shipping line supply normalizes. (Page 15)

- Snowman Logistics expects revenue growth to Rs. 800-900 crores by FY27 driven by expansion in 5PL/distribution business and adding new facilities annually. - EBITDA margins for Snowman expected to stabilize around 18-20% despite margin dip due to increased distribution share. - Gateway Distriparks targets Rs. 10,000+ EBITDA per TEU in rail business when JNPT connects to Dedicated Freight Corridor (DFC) and Faridabad becomes fully double stacked. - Market share gains and geographic expansion in Gateway Distriparks will support volume growth despite market sluggishness in certain regions. - New rail-linked ICDs planned in Northern and Central regions within 2-3 years, although Jaipur ICD is delayed due to legal issues. - Cost efficiency and operational improvements at Snowman are expected to improve profitability over time. - CFS divestment update expected within 3-4 months may also impact consolidated financials.

The provided pages from the Gateway Distriparks Limited and Snowman Logistics Limited transcript do not explicitly mention details about the current or expected order book or pending orders. The discussion mainly focuses on: - Market performance in key regions (NCR, Ludhiana, Uttarakhand). - Challenges such as land acquisition for new ICD terminals. - Pricing and discount trends in specific markets. - Capacity expansions especially in warehousing (e.g., Kolkata and Krishnapatnam). - The impact of external factors like the Red Sea crisis on container availability. - Status updates on the Dedicated Freight Corridor (DFC) and its gradual operationalization. No direct information about order books or pending orders is given in the provided text.