Snowman Logistics Limited has informed the Exchange about Transcript
SNOWMAN · price
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Snowman Logistics submitted the transcript of its Q1 FY26 earnings call held on July 29, 2025, conducted jointly with parent Gateway Distriparks. Gateway's Rail segment posted EBITDA per TEU of INR9,100, dragged by higher empty running and lower double stacking (39%), with management guiding a recovery to INR9,500 as trade imbalances normalise and double-digit volume growth for the full year. Gateway expects DFC connectivity to JNPT to be operational by March 2026 and is exploring asset-light ICD models alongside its own-terminal expansion (INR300 crore earmarked for two new terminals). Snowman maintained its cold-chain leadership, adding ~15,000 pallets via new facilities in Calcutta, Krishnapatnam and Kundli, with a 3-year target of 200,000+ pallets and 5-6 new facilities backed by ~INR100 crore capex. The 5PL vertical gained new pan-India clients including IKEA, Tim Hortons and Kopi Kenangan, with 5-7% price hikes already realised.
Margin recovery guidance, capacity additions and new 5PL wins are positives for Snowman's growth story, but persistent land acquisition delays at Jaipur and Krishnapatnam, JSW's planned logistics entry, and a weak rail margin print in Q1 remain near-term overhangs for the stock.