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Investor Presentation

Gateway Distriparks Investor Presentation: Key Takeaways

Gateway Distriparks reported Q1 FY27 consolidated revenue of ₹553.7 cr and EBITDA of ₹121.5 cr (21.9% margin). The company continues its multimodal logistics expansion with a focus on WDFC alignment.

Highlights
Revenue growth3% Q-o-Q growth in total income.
MarginsEBITDA margins held steady in 24-27% band across 13 quarters.
Demand visibilityStrong; national policy targets 45% rail freight share by 2030.
Management confidenceHigh; citing WDFC alignment and land bank for expansion.

Growth

Q1 FY27 Revenue rose 3% Q-o-Q; PAT stood at ₹51.3 cr with a 9.3% margin.

Outlook

Interim dividend of ₹1.25 declared; Indore ICD operations to commence in 2028; Ankleshwar EXIM operations start September 2026.

Risks

EBITDA margins saw a slight compression of 26 bps Y-o-Y and 85 bps Q-o-Q.

Last quarter's promises, checked

Delivered

  • Guided 40% double stacking for FY26 → delivered 40% (= BEAT)
  • Guided Net Debt reduction → delivered low Net Debt to EBITDA (= BEAT)
  • Guided dividend continuity → delivered ₹1.25 interim dividend (= BEAT)

Partly delivered

  • Guided Indore ICD progress → delivered land purchase/2028 target (= PARTIAL)
  • Guided Ankleshwar ICD 3-6 months → delivered Sept 2026 EXIM start (= PARTIAL)

Missed

  • Guided 15% Rail segment growth → delivered 3% Q-o-Q revenue growth (= MISS)
Source

Investor Presentation filed with NSE, NSE: GATEWAY. Summary written with AI assistance from the document.

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Gateway Distriparks Ltd: key numbers

Share price
₹52.50
Market cap
₹2,623 Cr
Revenue (annual)
₹2,212 Cr
Net profit (annual)
₹255.7 Cr
P/E (TTM)
10.7×Sector 29.0×
Promoter holding
33.92%+0.00% QoQ
FII holding
6.98%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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