Snowman Logistics Limited — Investor Meet, 12-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Snowman Logistics' warehousing EBIT margins dipped to <3% due to a shift towards chilled/dry storage and the low-margin 'Park & Pay' model, despite 19% YoY growth. Management confirmed healthy cash flow generation for reinvestment, targeting capacity expansion from 155,000 to 200,000. Gateway Distriparks is adding 3 high-capacity rakes (total 37 by May/June) and developing a 120,000 TEUs/year Indore terminal, expected in two years. Capex plans involve INR 100-150 Cr annually, largely debt-financed. Positive impact is anticipated from potential US/EU trade deals and the DFC's JNPT link by March. Management addressed tax disputes transparently; achieving net debt zero (excluding Snowman) led to a special dividend. #LogisticsGrowth #InvestorUpdate