Vikram Suryamanchi · Philip Capital
directDirectional growth at ICD vs GFS
in terms of directional growth in the ICD, it is similar growth that we have seen.
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Vikram Suryamanchi · Philip Capital
partialImpact of speedy CFS opportunity on importers
Any improvement in technology which makes life simpler for the customer is obviously very welcome... CFSS and ICD exist because there is a need for customers to store containers...
Vikram Suryamanchi · Philip Capital
evasiveCapex for speedy upgradation
we are in discussion with JNPA to finalize the work... Maybe in the next investor call I think we will have clarity about this.
Vikram Suryamanchi · Philip Capital
directProportion of DPD at JNPA port
This number has been in the high 70s for the past many quarters... it's in the range of about 75 to around 80%.
Daril Javiri · Crown Capital
directFull kick-in of JNPT expansion in FY27
the capacity addition that we did was in the month of August... this whole capacity as you rightly mentioned will come into play for us in the next financial year.
Daril Javiri · Crown Capital
directVolume growth expectation for FY27
we currently this year growing at about 7%. We expect to add at least another one or two percentage points to this growth next year.
Daril Javiri · Crown Capital
directOperating leverage and EBITDA margin outlook
EBITDA per TEU used to be around 1,800 1,900 then we crossed 2,000 and now we are very close to 2,500... this upward trend which is there in EBITDA per TEU would continue.
Kiran Gard · Nightstone Capital Management
evasiveDFC connectivity to JNPT and volume uptake
Not yet. ... we have not really done an estimate around it... our intention is that the market grows at a certain pace. We would like to grow faster than the market.
Nilles Sharma · Anand Skyon Private Limited
directCapacity utilization percentage for this year
weighted average for the year you could consider our capacity to be in the range of about 9 to 9.2 lakh TEUs... if you were to do around seven that's the capacity utilization of laden containers.
Nilles Sharma · Anand Skyon Private Limited
directExpected EBITDA per TEU in coming years
we have now come to an EBITDA per TEU in the range of around 2,400. We expect our EBITDA to be around this region... we would be happy if we are able to hold our EBITDA at the current levels.
Nilles Sharma · Anand Skyon Private Limited
evasiveRevenue percentage from DFC expansion
We have not separately looked at dedicated freight corridor. The way we approach the market is there is a certain capacity... that will deliver us the revenue and EBITDA goals.
Nilles Sharma · Anand Skyon Private Limited
directDebt raising plans for capacity expansion
we would be investing capex upwards of in the range of 400 crores... we would be borrowing somewhere in the range of 150 crores based on the present estimate.