As attached

Mgmt Guided Margin PressurePromoter Disclosed Acquisition PlansInvestor Communications View source PDF

GATEWAY · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-0.7%1-day move

₹60.04

prior close

₹60.78

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.5+0.2-0.3-0.8-0.7-2.6-5.5-5.7-5.3-7.1-6.7-5.9+0.3—

Up moveDown movePending

AI summary

Gateway Distriparks reported Q4 FY26 total income of Rs. 538.7 crore and full-year income of Rs. 2,229.4 crore, up 30% YoY largely due to Snowman Logistics becoming a subsidiary from December 2024. EBITDA for FY26 was Rs. 497.5 crore (up 19%), but EBITDA margin contracted to 22.3% from 24.4% prior year, indicating margin pressure from the consolidation. The company acquired ~25 acres near Indore for a new ICD with planned capacity of 120,000 TEUs at Rs. 150 crore capex, and ordered trains to expand fleet to 37 by Q1 2026. Promoter shareholding increased to 33.92% during Q4, showing insider confidence.

Likely market impact

The margin contraction is a concern for shareholders as the Snowman acquisition, while boosting revenue, has diluted profitability metrics. However, the new Indore ICD and fleet expansion signal growth initiatives, and the promoter stake increase indicates management confidence in the stock.