ALPHA TRIBE

Gateway Distriparks LimitedInvestor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

11-11-2025 | 11:34 am

Gateway Distriparks' Q2FY26 earnings call highlighted Rail EBITDA at INR 9,300/TEU and CFS at INR 1,000/TEU, with CFS targets of INR 1,300-1,400/TEU post one-offs. Exports saw a dip due to US tariffs, but imports remained robust. New domestic rail services from Ankleshwar target 1,000+ TEUs monthly in two years. Double stacking is now 41%. Snowman Logistics noted lower transportation and warehousing margins from utilization and fleet issues, anticipating recovery. Snowman plans INR 100-150 Cr annual capex for new warehouses and fleet. Management is optimistic about growth from trade deals and DFC connectivity.

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