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Investor Presentation

Snowman Logistics Investor Presentation: Key Takeaways

Snowman Logistics reported Q1FY27 revenue of ₹177.7 Cr (up 9.2% YoY) and EBITDA of ₹29.3 Cr (up 16.8% YoY). Strategy focuses on 5PL services and digital transformation.

Highlights
Revenue growth9.2% YoY growth in Q1FY27.
MarginsEBITDA margin improved 110 bps YoY to 16.4%.
Order bookHealthy pipeline of new customer acquisitions mentioned.
Demand visibilitySeasonal demand expected to strengthen in coming quarters.
Management confidenceConfident in improving throughput and sustainable growth.

Growth

Revenue grew 9.2% YoY; EBITDA margins expanded to 16.4% from 15.3% YoY. PAT rose 77% to ₹4.5 Cr.

Outlook

Expansion via 22,348 pallet capacity additions in Pune, Patna, and Hyderabad. Targeting deeper integration through SnowLink distribution solutions.

Risks

Challenging operating environment noted due to geopolitical situations impacting logistics and supply chains.

Last quarter's promises, checked

Delivered

  • Targeted 15% Rail/Snowman growth → Rail 10% / Snowman 9.2% (= PARTIAL)
  • Guided 15% EBITDA margin → Delivered 16.4% (= BEAT)
  • Commitment to 5PL expansion → First Indian cold chain to introduce 5PL (= BEAT)

Partly delivered

  • Guided ₹50 Cr FY27 Capex → Q1 under construction in 3 cities (= PARTIAL)
  • Pass through wage/power costs → EBITDA margin improved 110 bps (= BEAT)

Missed

  • Targeted ₹1000 Cr revenue by FY28/29 → Q1FY27 at ₹177.7 Cr (= MISS)
Source

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

Read the document ↗

Snowman Logistics Ltd: key numbers

Share price
₹34.91
Market cap
₹583.3 Cr
Revenue (annual)
₹604.4 Cr
Net profit (annual)
₹3.30 Cr
P/E (TTM)
109.9×Sector 29.0×
Promoter holding
50.01%+0.00% QoQ
FII holding
2.96%Current quarter

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

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