Snowman Logistics Ltd

- The company intends to spend around INR 100-150 crores per annum on capex. - Approximately 75% to 80% of this capex will be financed through debt. - They also plan to pursue build-to-suit expansions, which involve no capex or loan from their side as the development is done by others with a long-term lease back to them. - There is no specific mention of raising equity in the call. - The company has recently become net debt-free (excluding Snowman) and is generating healthy cash flows. - No announced plans for immediate equity fundraising were discussed in the call.

- Gateway Distriparks plans to spend around INR 100-150 crores per annum on capex. - Approximately 75-80% of this capex will be financed through debt. - The company is exploring build-to-suit expansions where third parties develop facilities, and Gateway takes long-term leases, reducing direct capex and loans. - Gateway has acquired land in Indore for a new terminal with a capacity of about 120,000 TEUs per year, expected to be operational within 2 years. - The Indore rail line connecting to JNPT is under construction, aiding terminal connectivity. - Snowman Logistics is focusing on capacity expansion from 155,000 TEUs to 200,000 TEUs over the next 2-3 years, reinvesting cash flows into growth. - Gateway is purchasing 3 high-capacity rakes and swapping out 3 low-capacity ones to increase rail capacity to 37 rakes by May-June.

- Expecting major traction in export volumes due to upcoming U.S. and EU trade deals, particularly in handicrafts, textiles, leather, and chemicals. - U.S. bound exports currently constitute 25% of total export volume; EU exports about 10%, both expected to increase. - Capacity expansion underway: Rail terminals can handle 4x current volume; CFS utilization can increase by 20-30%. - Purchase of 3 new high-capacity rakes plus swapping out 3 low-capacity ones to handle volume growth. - New terminal in Indore expected operational in 2 years with capacity of 120,000 TEUs/year. - Snowman Logistics targeting capacity growth from 155,000 to 200,000 warehouses in next 2-3 years. - Expect volume shift from Mundra to JNPT after Eastern Dedicated Freight Corridor (DFC) commissioning by March. - Double stacking expected to increase by 2-3%, improving efficiency and margins.

- Gateway Distriparks expects continued volume growth supported by increasing capacities, e.g., adding rakes to 37 by mid-2026. - Capacity expansions include a new Indore terminal operational in about 2 years with 120,000 TEUs capacity. - Snowman Logistics is focusing on topline and EBITDA growth and expanding warehousing capacity from 155,000 to 200,000 TEUs in next 2-3 years. - Profitability at Snowman is impacted currently due to reinvestment and higher costs, but cash flow generation is healthy. - EBITDA margins for Gateway aim to maintain existing trends despite changing volume mix. - Impact of trade deals with the US and EU expected to increase export volumes, especially in handicrafts, textiles, leather, and chemicals. - Dedicated Freight Corridor (DFC) commissioning expected by March 2026 should improve volumes and efficiencies. - Margins influenced by mix changes (domestic vs exports, dry vs frozen warehousing) with attempts to pass cost hikes through pricing.

The transcript provided does not mention any details about the current or expected order book or pending orders for Gateway Distriparks Limited or Snowman Logistics Limited. There is no specific information on order volumes, contracts in pipeline, or expected new orders discussed in the Q3 FY 2025-26 earnings call transcript. If you need further details on order books or pending orders, you may consider reaching out to the management or investor relations of the companies directly as suggested at the end of the call.