SNOWMANNSESnowman Logistics LimitedLowNeutral
Announced Tue, 4 Nov · 12:56 IST

Snowman Logistics Limited has informed the Exchange regarding a press release dated November 04, 2025, titled "Press Release".

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Snowman Logistics reported Q2 FY26 revenue of INR 155.65 Crores, up 8.5% from INR 143.45 Crores in the same quarter last year. Management noted short-term demand moderation in the cold chain sector due to weaker QSR (quick-service restaurant) demand and US tariffs hurting seafood exports, but said domestic consumption growth is offsetting these pressures. The company shared plans to expand its warehouse footprint by identifying new land parcels in key locations while continuing to grow capacity through an asset-light build-to-suit model. Management acknowledged rising input costs and a time lag before price revisions, but expressed confidence in maintaining margins over the medium term.

Likely market impact

Modest 8.5% revenue growth shows resilience despite sector headwinds from QSR slowdown and US tariff impact on seafood exports. The expansion plans and asset-light BTS strategy signal management confidence in medium-term growth, though near-term margins may face pressure from rising input costs.