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Earnings Call Transcript

Snowman Logistics Earnings Call Transcript: Key Takeaways

Q1 FY27 call highlighting volume disruptions due to West Asia crisis and monsoon impacts. Management maintains market share and expects double-digit growth recovery as macroeconomic conditions stabilize.

Guidance and delivery
Management target Revenue 12.5% FY27
Highlights
Revenue growth10% to 15% guidance for top line.
MarginsEBITDA impacted by fuel, wages, and lower double stacking.
Demand visibilityDependent on war situation clearing; pipeline remains strong.
Management confidencePositive on long-term; hopeful for double-digit growth for the year.

Growth

PAT saw a 15% book decline; actual cash tax outgo stable. Volumes for ICD segment remained stagnant Y-o-Y.

Outlook

Guided 10% to 15% top-line growth across all segments. Adding 24,000 pallets this year; Indore operational by 2028.

Risks

Global political instability, West Asia crisis, port congestion at Mundra/Pipavav, and high minimum wage increases in Haryana.

Last quarter's promises, checked

Delivered

  • Guided 40% double stacking → delivered 40% (= BEAT)
  • Guided 15% Rail growth target → delivered 15% (= BEAT)
  • Guided 10% overall revenue growth → delivered 10% (= BEAT)

Partly delivered

  • Guided 5-7% price hikes → delivered successful pass-through (= PARTIAL)
  • Guided Ankleshwar start in 3-6 months → starting Sept (= PARTIAL)

Missed

  • Guided ICD volume growth → delivered stagnant Y-o-Y (= MISS)
  • Guided PAT growth → delivered 15% book decline (= MISS)
Source

Earnings Call Transcript 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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