Gateway Distriparks Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gateway Distriparks' Q1 FY26 performance showed strong year-on-year improvement, benefiting from the absence of Red Sea disruptions. Rail EBITDA per TEU was INR9,100, and CFS at INR1,500. Rail revenue reached INR319 crore, though realization dropped 3% due to more empty runs. The company aims for double-digit volume growth for the full year and expects rail EBITDA per TEU to recover to INR9,500. While land acquisition for new ICDs remains a challenge, GDL is exploring domestic opportunities and asset-light models. Snowman Logistics added capacity and saw strong growth in its 5PL business, with price hikes of 5-7%. Snowman plans 5-6 new facilities in three years, targeting over 200,000 pallets. Management is confident about long-term business growth.