Q4 2025 Snowman Logistics Ltd Earnings Call Transcript
Key Points
- Snowman Logistics Ltd (BOM:538635) reported a significant increase in revenue due to the consolidation of its operations, resulting in 145 crores of revenue for the full year.
- The company is expanding its warehouse capacity with new facilities in Kolkata and Krishnapatnam, expected to commence operations in June and July 2025, respectively.
- Snowman Logistics Ltd has added new clients to its 5PL business, including Unilever and an Indonesian coffee chain, which is expected to boost future revenue.
- The company is exploring both asset-light models and traditional CapEx for expansion, indicating flexibility in its growth strategy.
- Despite challenges, Snowman Logistics Ltd has maintained a strong market position, particularly in the NCR and Ludhiana regions, with regained market share in key areas.
- The company faced a significant decline in EBIT for its transportation services segment, dropping approximately 90% in the quarter.
- Margins in the warehousing segment have decreased from 18-19% to 11% over the past few years, partly due to a shift in business mix and cost pressures.
- The 5PL business, while growing in revenue, has seen a decline in margins due to changes in product mix and new business with lower margins.
- Snowman Logistics Ltd took a one-time provision hit of 12.8% growth due to a merger-related stamp duty provision, impacting financial results.
- The company is facing challenges in land acquisition for new satellite terminals, which could hinder future expansion plans.
Ladies and gentlemen, good day and welcome to Q4 FY25 earnings conference call of Gateway District Parks and Snowman Logistics Limited.
Q4 F5 25 earnings conference call.
This conference call may contain forward-looking statements about the company which are based on belief, opinion, and expectation of the company as on the date of this call. These statements are not the guarantees of future performance and it involve risk and uncertainties that are difficult to predict.
Should you need assistance during the conference call, please signal an operator by pressing then 0 on attached to phone.
Please note that this conference is being recorded.
Today on the call we have Mr. Prem Kishanraj Gupta, Chairman and managing director, Mr. Ian Gupta, joint managing director, Mr. Savit Gupta joint managing director.
From Gateway District Parks Limited we have Mr. Kartik Sundram Ayer, CFO, Mr. Rajkuru Beal, Chief Business Officer.
Mr. Manoj Singh, Chief Strategy Officer.
From Stoneman Logistics Limited we have Mr. Padamdeep Singhhanda, CEO
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