Gateway Distriparks Ltd

Transaction summary

• Target company: Gateway Distriparks Limited.
• Disclosing party: Mirae Asset Mutual Fund (not promoter group).
• Transaction type: disposal of voting shares.
• Pre-transaction holding: 20,607,257 shares (4.12%).
• Transaction details: 1,500,000 shares sold; Open Market on 21/08/2026.
• Post-transaction holding: 19,107,257 shares (3.82%).
• Share capital context: before/after 499,643,836; diluted 499,643,836.
• Exchanges: NSE and BSE listed.

Market trends & volumes

• ICD volumes were stagnant YoY as war in West Asia disrupted markets.
• Market share remains intact despite market de-growth in our operating geographies.
• Double-digit growth will be easy to achieve once the conflict clears.

Rail, DFC & JNPT dynamics

• DFC stretch connected; first double stack from JNPT toward NCR initiated.
• JNPT rail share about 5%; Ankleshwar and Indore expected to lift volumes.
• Double-stack share is 39%, down from 40-42% last year.
• Currently ~5% of total volume from JNPT; potential shift as lines adapt.

Expansion & ICDs

• Indore ICD to be operational by 2028; total land ~26.4 acres after 2.5 acres added.
• Construction at Indore ongoing; tenders awarded; after monsoon ramp-up expected.
• Ankleshwar EXIM to start by end-September; current Ankleshwar zero; about 5,000 TEUs at existing ICD.

Taxation & liabilities

• Reported tax rate at 25-26%; MAT credit enables cash tax about 18.88% for 7-8 years.
• MAT credits may be utilized over the next 7-8 years; cash tax impact modest.

Real estate & land bank

• Land bank ~475 acres; Garhi land ~85-90 acres valued around ₹25-₹30 crore per acre.
• Most land is freehold; some port leases and CIDCO leases; Kerala in a 60% JV.
• Contingent liabilities INR 6,000 crores; ~95% bonds to government authorities.

Snowman Logistics update

• Topline expected to grow 10-15% across all segments this year.
• 5PL warehousing margins 5-6%; 5PL volumes up about 6% YoY in distribution.
• Pune capacity addition this year; Patna next; ~24,000 pallets added by year-end.

Meeting Details

• Date and time: Thursday, 13 August 2026, 2:00 PM onward
• Type: 1x1 and group investor meetings
• Organised by: Equirus Securities (P) Limited
• Location: Mumbai

Participants

• Company officials (management) expected to attend

Purpose

• Discuss matters based on publicly available information; UPSI not discussed

Transaction details

• Target company: Gateway Distriparks Ltd
• Disclosing party: Franklin Templeton Mutual Fund (non-promoter)
• Transaction type: Sale of equity shares (open market)
• Date of disposal: August 6, 2026
• Pre-disposal holding: 15,569,325 shares (3.116%)
• Post-disposal holding: 14,797,096 shares (2.962%)
• Shares sold: 772,229 shares (0.155% of diluted capital)
• Mode of sale: Open Market
• Equity/voting capital before sale: 499,643,836 shares
• Equity/voting capital after sale: 499,643,836 shares
• Total diluted capital after sale: 499,643,836 shares

Meeting Details

• Wednesday, 05 August 2026 at 04:00 PM IST onward.
• Virtual earnings call via Zoom webinar.
• Organised by Gateway Distriparks Limited and Snowman Logistics Limited.

Participants

• Senior Management Team from the company will participate.

Purpose

• Discuss financial results for quarter ended June 30, 2026.

Availability

• Registration link for Earnings Call via Zoom provided.

Dividend update

• First Interim dividend for FY 2026-27 to be considered by the Board.
• Board to declare/confirm the First Interim dividend for FY 2026-27.
• Record date for dividend entitlement: Tuesday, August 11, 2026.
• Meeting scheduled on August 5, 2026 to consider and declare dividend.

Meeting Details

• Date and time: Thursday, July 9, 2026, 04:00 pm onwards.
• Type and mode: Group meeting, virtual.

Participants

• Company officials attending, including the Company Secretary & Compliance Officer.

Purpose

• Purpose: investor interaction; discussions will be based on publicly available information.

Additional Notes

• Schedule subject to change due to exigencies on participants or the company.