Q1 2025 Gateway Distriparks Ltd Earnings Call Transcript
Key Points
- Gateway Distriparks Ltd (BOM:543489) maintained its market share in the NCR region, showing resilience despite a tough quarter.
- The company is seeing improvements in port congestion and vessel schedules, which could positively impact future volumes.
- Gateway Distriparks Ltd (BOM:543489) is not compromising on EBITDA margins despite lower volumes, indicating a focus on profitability.
- The company is actively exploring the sale of its CFS assets, which could unlock significant value.
- Snowman Logistics, a subsidiary, is expected to grow its 5PL business by over 25% year-on-year, indicating strong growth potential in this segment.
- Gateway Distriparks Ltd (BOM:543489) experienced a decline in rail volumes, particularly in regions like Uttarakhand and Ludhiana due to pricing competition and lower imports of low-value commodities.
- The company's EBITDA margin has slipped due to lower volumes and a decrease in double stacking percentage.
- There is ongoing uncertainty in global markets, particularly in the US and Europe, which could impact future growth.
- The company is facing challenges in the waste paper and scrap import segments, which have seen significant declines.
- The Jaipur terminal project is still facing litigation issues, which could delay its operational timeline.
Ladies and gentlemen, good day and welcome to the Q1 FY25 earnings conference call of Gateway Distriparks Limited and Snowman Logistics Limited. This Conference Call may contain forward-looking statements about the company which are based on beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.
(Operator Instructions) Please note that this conference is being recorded. Today, on the call we have Mr. Prem Kishan Dass Gupta, Chairman and Managing Director; Mr. Ishaan Gupta, Joint Managing Director; Mr. Samvid Gupta, Joint Managing Director; Mr. Rajguru Behgal, President, Rail; Mr. Manoj Singh, President, CFS; Mr. Kartik Sundaram Aiyer, CFO, GDL; Mr. Sunil Nair, CEO and Director, Snowman Logistics, Mr. N Balakrishna, CFO, Snowman Logistics.
Questions & Answers
We will begin with the question-and-answer session. (Operator Instructions)
Bhoomika Nair, DAM Capital.
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