Snowman Logistics Limited — PPTs, 27-05-2025: Investor Presentation

1. Financial Highlights:

Snowman Logistics posted ₹552.5 Cr revenue for FY25, up 10% YoY. EBITDA declined 13.7% to ₹93.5 Cr, with margins contracting to 17% from 21.2%. Q4 revenue rose 8.3% YoY to ₹137 Cr, but EBITDA margin dipped to 17.8% from 23.1%. Net profit fell sharply, pressured by higher depreciation and steady finance costs. Capacity utilization stayed strong at 91%.

2. Strategic Initiatives & Growth Drivers:

Focus is on expanding 5PL services and enhancing operational efficiency with technology like a live dashboard for transparency. Two new warehouses in Kolkata and Krishnapatnam will add ~10,000 pallets, targeting 10,000–15,000 pallet expansion in FY26 with ₹100–150 Cr capex. Continued digital investment underpins growth ambitions.

3. Business Developments:

Snow Distribute, the trading and distribution arm, grew 26%, emerging as a key revenue driver. Transportation services expanded 9%, supporting the comprehensive logistics portfolio. The company operates 41 warehouses and 600+ vehicles nationwide, strengthening its cold chain and dry warehousing network across multiple sectors.

4. Market Position & Competitive Advantage:

Snowman leads India’s cold chain logistics with the largest network in 20 cities, focused on temperature-controlled solutions. Early 5PL adoption, technology integration (ERP, IoT tracking, real-time monitoring), and pan-India scale offer a differentiated edge. Strong certifications and compliance enhance market credibility.

5. Investor Implications:

Capacity expansion, tech-driven efficiency, and 5PL growth signal positive growth potential. Margin pressure and execution risks from new facility rollouts and capex plans require attention. Credit rating upgrades suggest financial stability, supporting confidence in the company’s ability to execute its plans.