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

GDL reports strong Q1 FY26 YoY performance, recovering from Red Sea disruptions. Rail EBITDA per TEU at ₹9,100, impacted by empty runs; expects improvement to ₹9,500. Aims for double-digit volume growth this year. Land acquisition for new ICDs remains a hurdle, exploring asset-light models.

Snowman Logistics is adding capacity and seeing strong growth in its 5PL business. Transportation focuses on high-margin segments. Warehousing rates increased 5-7%, adding 15,000 pallets. Plans ₹100 Cr capex for 5-6 new facilities by FY29, targeting 200,000+ pallets. Management is confident about future expansion and margin improvement.