Snowman Logistics Ltd (BOM:538635)

Q1 2027 Snowman Logistics Ltd Earnings Call Transcript

Aug 5, 2026 / 10:30 AM GMT

Release Date Price: ₹40.73 (+3.24%)

Transcript

Key Points

Positve

Market share in the ICD segment remains intact despite a market downturn caused by the West Asia crisis.
Management remains confident of achieving double-digit growth for the fiscal year once the geopolitical situation stabilizes.
New ICDs at Ankleshwar (operational by September) and Indore (operational by 2028) are expected to add significant volume and revenue.
The completion of the DFC connection to JNPT is a positive long-term development, with potential for increased rail volumes and higher revenue per TEU.
Snowman Logistics has successfully implemented price increases of 5-7% in warehousing, which should improve margins in Q2.
The company has a large land bank of 475 acres across India, with significant market value, providing financial flexibility.

Negative

ICD volumes declined year-over-year due to the West Asia crisis, leading to lower rail EBITDA.
July volumes were further impacted by bad weather and port restrictions, causing operational disruptions.
The company faces higher costs from fuel and significant minimum wage increases (e.g., 35% in Haryana), with a time lag in passing these on to customers.
Double-stacking coefficient has dipped to 39% from 40-42% last year, reducing operational efficiency.
The CFS business remains weak and is not expected to benefit from the DFC, with no active plans to sell or improve it.
JNPT rail haulage is currently more expensive for Northern India, limiting immediate volume shift despite the DFC connection.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SNOW.NS - Snowman Logistics Ltd
Q1 2027 Snowman Logistics Ltd Earnings Call
Aug 05, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to the Q1 NFY27 earnings conference call of Gateway District Parks Limited and Snowmen Logistics Limited. This conference call may contain forward-looking statements about the company which are based on beliefs, opinions and expectations of the company as on date of this call.

These statements are not the guarantee of future performance and involve risks and uncertainties that are difficult to predict.

Please note that this conference is being recorded.

Before we proceed, we request everyone to include their firm name alongside their name in the Zoom display.

Reminder, before we proceed, we request everyone to include their firm name alongside their

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