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LOGISTICS TRACK
Fortnightly Update on Indian Logistics Industry
Content
News of the week 1
Investment Activity
News Update
Peer Benchmarking
About Four-S Services 7 Four-S India Logistics Report 2012 Four-S is launching comprehensive report on Logistics Space. The report presents current industry trends and snapshot of all key segments in Logistics & Supply Chain Industry along with profiles of interesting listed and unlisted players in the space. The report is useful for Board members & Senior Management of Logistics companies, PE Fund Managers and other investors. To book your copy, please write to Devendra Deole at devendra.deole@fours.com.
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Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including Indias Top 5 PE Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
MESCO (US) 100 Vikram Logistics & Maritime Services 37.39 Nikkos Logistics 70 Atlas Logistics 80 CRL Terminals 100 ETA Engineering and its sub. Freightstar NA Chongqing Yuhe Expressway Co Ltd. 49 Transmart India NA
PE Deals in 2012
Date 6-Jan 23-Feb 23-Feb 28-Mar 30-Mar 26-Apr 19-Apr Investor General Atlantic IDFC PE Global Super Angels Ambit Pragma VenturEast, Zephyr Peacock New Silk Route KKR, Goldman Sachs Target Foursee Infrastructure Equipments Ltd. StarAgri Warehousing & Collateral Mgmt Chhotu.in (Santa Claus Couriers Pvt Ltd) Spear Logistics e2E Rail VRL Logistics TVS Logistics Stake (%) NA NA NA NA NA NA 20.0 Amount ($ mn) 20.8 30.0 NA 1.7 6.0 33.4 55.0 Strategy Growth Growth Angel Growth Early Late Growth
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Event Update
Event Date Place Organiser Web Essentials of Warehouse Automation 23rd June 2012 New Delhi ThinkLink Supply Chain Serveice http://thinklink-scs.com/
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1W 4.5% -6.7% -1.5% -2.1% -7.3% -2.1% -2.5% -4.3% -11.2% -13.5% -6.0% -0.1% 1.0% -6.8% 2.4% -3.5% -1.6% -1.6% 0.7% 0.1% -12.6%
12M -19.1% 44.2% -17.0% -26.9% -51.7% 14.7% -34.2% -28.8% -44.6% -58.2% -41.2% -8.2% -44.3% -43.4% -15.8% -44.7% -13.4% -14.2% -17.7% -23.6% -38.9%
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Company FY'11 Aegis Logistics Shipping Corp. of Ind. CONCOR Mercator Lines GE Shipping TCI Blue Dart Gati Essar Ports Arshiya Allcargo Gateway Distri. Sical Logistics Patel Integrated Aqua Logistics Varun Shipping Shreyas Shipping SEAMEC Ltd 18,129 35,434 38,266 28,289 25,580 18,527 11,507 9,330 19,408 8,215 6,998 6,034 5,384 4,284 5,165 8,368 1,904 1,024
Revenue FY12 44,725 43,086 40,609 36,999 29,555 19,553 14,954 12,093 11,088 10,547 8,263 8,235 5,015 4,524 3,683 3,645 2,708 1,818 YoY 147% 22% 6% 31% 16% 6% 30% 30% -43% 28% 18% 36% -7% 6% -29% -56% 42% 78% FY'11 833 7,098 10,226 6,385 9,945 1,400 1,556 870 7,667 1,580 1,679 1,640 (45) 139 497 3,670 308 (551)
EBITDA FY12 49 4,644 10,237 5,829 10,804 1,580 1,799 988 8,910 2,701 2,481 2,504 341 166 233 888 245 94 YoY -94% -35% 0% -9% 9% 13% 16% 14% 16% 71% 48% 53% 20% -53% -76% -21% FY'11 467 5,674 8,301 468 4,687 501 947 95 702 820 1,211 968 108 32 288 147 183 (672)
PAT FY12 197 (4,282) 8,779 206 3,166 595 1,242 141 639 1,176 1,513 1,320 133 29 83 92 56 (132) YoY -58% 6% -56% -32% 19% 31% 48% -9% 43% 25% 36% 24% -8% -71% -38% -69% -
Margins FY12 EBITDA 0% 11% 25% 16% 37% 8% 12% 8% 80% 26% 30% 30% 4% 6% 24% 9% NPM 0% 22% 1% 11% 3% 8% 1% 6% 11% 18% 16% 1% 2% 3% 2% -
Note: Financial Year for Allcargo and Blue Dart is Jan-Dec and that for Gati is Jul-Jun Source: Company Websites, Four-S Research
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The information contained herein has been obtained from sources believed to be reliable but is not necessarily complete and its accuracy cannot be guaranteed. No representation, warranty, guarantee or undertaking, express or implied, is made as to the fairness, accuracy or completeness of any information, projections or opinion contained in this document or upon which any such projections or opinions have been based. Four-S Services Pvt Ltd. will not accept any liability, whatsoever with respect to the use of this document or its content. This document has been distributed for information purposes only and does not constitute or form part of any offer or solicitation of any offer to buy or sell any securities. This document shall not form the basis of and should not be relied upon in connection with any contract or commitment whatsoever. This document is not to be reported or copied or made available to others. The Company may from time to time solicit from, or perform consulting, or other services for, any company mentioned in this document.