Q2 FY27 call: rail growth, Snowman EBITDA and Indore ICD plan
GATEWAY · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 1.3 pts more than Nifty Microcap 250 and 1.1 pts more than its Logistics Solution Provider peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
Gateway Distriparks filed its Q2 FY27 earnings call transcript. Management targets at least 100,000 rail TEUs per quarter in FY27 and double-digit rail volume growth in FY28. Ankleshwar EXIM permissions are complete, and the Western DFC may shift 10,000 to 15,000 monthly TEUs from road to rail. Snowman expects FY27 EBITDA above INR100 crore. Indore ICD is targeted for operation by December 2027, while Jaipur ICD awaits a court order.
Rail growth and Snowman EBITDA offer upside, but delays, competition and margin pressure remain risks. The FY28 volume target may aid sentiment.