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& #39;Cold Storage & Cold Chain Logistics in India& #39; and & #39;Snowman& #39;https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚦" title="Vertikale Verkehrsampel" aria-label="Emoji: Vertikale Verkehrsampel">Detail Thread https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">(Information shared here is not a recommendation to buy)" title="https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚦" title="Vertikale Verkehrsampel" aria-label="Emoji: Vertikale Verkehrsampel">& #39;Cold Storage & Cold Chain Logistics in India& #39; and & #39;Snowman& #39;https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚦" title="Vertikale Verkehrsampel" aria-label="Emoji: Vertikale Verkehrsampel">Detail Thread https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">(Information shared here is not a recommendation to buy)" class="img-responsive" style="max-width:100%;"/>
1] What is Cold Storage: Cold Storage is a large refrigerated room or building designed for storage of goods in an environment below the outdoor temperature.
This facility is typically used to stock the following:
Food & Groceries
Health Care
Others
This facility is typically used to stock the following:
Food & Groceries
Health Care
Others
2]
Food & Groceries: Vegetables |Fruits | Dairy Products | Meat |Seafood
Health Care: Drugs | Pharmaceuticals |Vaccines |Blood
Others: Flowers |Wine | Tobacco |Chemicals
Temp Ranges:
Frozen -20 & below
Chill 0 to 10
Mildly Chilled 10 to 20 &
Normal > 20
Food & Groceries: Vegetables |Fruits | Dairy Products | Meat |Seafood
Health Care: Drugs | Pharmaceuticals |Vaccines |Blood
Others: Flowers |Wine | Tobacco |Chemicals
Temp Ranges:
Frozen -20 & below
Chill 0 to 10
Mildly Chilled 10 to 20 &
Normal > 20
3] What is Cold Chain Logistics:
Cold chain logistics is the transport of temperature-controlled goods, such as temperature-sensitive foods, beverages, bio-pharmaceutical products & vaccine
The cold chain sector is a combination of surface storage and refrigerated transport
Cold chain logistics is the transport of temperature-controlled goods, such as temperature-sensitive foods, beverages, bio-pharmaceutical products & vaccine
The cold chain sector is a combination of surface storage and refrigerated transport
4] y Cold Storage, Cold Chain & its Significance:
a. CS facilities play a vital role in improving the shelf life.
b. Post COVID, this segment attracted a robust demand for online grocery & fresh food sales.
a. CS facilities play a vital role in improving the shelf life.
b. Post COVID, this segment attracted a robust demand for online grocery & fresh food sales.
5] Significance:
Food & Groceries: *The annual post-harvest loss of major
agricultural produce is worth about $ 13B
*The loss is highest for fruits & vegetables, at 5-16%
*More than 75% of the CS capacity is used for only storing horticulture crops including potatoes
..
Food & Groceries: *The annual post-harvest loss of major
agricultural produce is worth about $ 13B
*The loss is highest for fruits & vegetables, at 5-16%
*More than 75% of the CS capacity is used for only storing horticulture crops including potatoes
..
6]
Healthcare: 25% of the vaccines expire before reaching doctors and patients.
Others: CS, CC sector in India is still evolving & potential remains untapped.
Healthcare: 25% of the vaccines expire before reaching doctors and patients.
Others: CS, CC sector in India is still evolving & potential remains untapped.
7] Data Points:
1. Largest milk producer globally
2. 2nd largest food producer globally
3. 6th largest Food & Groceries market globally
4. 3rd largest producer of generic medicine globally accounts for 20% of the global supply (by vol)
1. Largest milk producer globally
2. 2nd largest food producer globally
3. 6th largest Food & Groceries market globally
4. 3rd largest producer of generic medicine globally accounts for 20% of the global supply (by vol)
8] Data Points:
5. Contributes to more than half of the global supply of vaccines
6. The Indian wine industry has an annual turnover of about USD 83 million
• India houses the first Asian Winery outside China that sells 1 million cases in a year
5. Contributes to more than half of the global supply of vaccines
6. The Indian wine industry has an annual turnover of about USD 83 million
• India houses the first Asian Winery outside China that sells 1 million cases in a year
9] Challenges, why potential is untapped?
1. High Investment - refrigerator units & land
2. Awareness
3. Inexperienced in CS, CC
1. High Investment - refrigerator units & land
2. Awareness
3. Inexperienced in CS, CC
10] Poor CS & CC infrastructure had dampened India& #39;s food exports.
Many developed countries have stringent guidelines for import of processed food products
Many developed countries have stringent guidelines for import of processed food products
11] Gap Analysis:
As per NCCD only 75% of the installed cold storage capacity is being utilized.
( https://nccd.gov.in/PDF/DSCC_Report_final.pdf)
CS,">https://nccd.gov.in/PDF/DSCC_... CC facilities r meant for single-purpose storage, thus facilities remains idle for 6 mths due to seasonality of the produce.
As per NCCD only 75% of the installed cold storage capacity is being utilized.
( https://nccd.gov.in/PDF/DSCC_Report_final.pdf)
CS,">https://nccd.gov.in/PDF/DSCC_... CC facilities r meant for single-purpose storage, thus facilities remains idle for 6 mths due to seasonality of the produce.
12] 3 Top states in terms of the spatial spread of CS capacity:
UP: 39%
WB: 16%
Gujarat: 10%
To improve supply chain efficiency, the Govt has developed CS facilities across the country over the last decade.
The overall CS capacity in India stands at about 39 million tonnes
UP: 39%
WB: 16%
Gujarat: 10%
To improve supply chain efficiency, the Govt has developed CS facilities across the country over the last decade.
The overall CS capacity in India stands at about 39 million tonnes
13] Supply Gap in Cold Chain:
Pack Houses: 99.6%
Ripening Chambers: 91%
Reefer Freight: 85%
We currently have:
Pack Houses: 250
Ripening Chambers: Used for Mango & Banana ripening only
Reefer Freight: 4.2 Million Tons
Pack Houses: 99.6%
Ripening Chambers: 91%
Reefer Freight: 85%
We currently have:
Pack Houses: 250
Ripening Chambers: Used for Mango & Banana ripening only
Reefer Freight: 4.2 Million Tons
14]
Potential: There is a considerable lag in terms of other cold chain
infrastructure as mentioned above: pack houses, ripening chambers and reefer freight.
Key Players in CS: Snowman, Coldman, Roshan Frozen & Cold Storage, Crystal, Gubba CS,
Coldex, Coldstar, Kelvin,
Foodland.
Potential: There is a considerable lag in terms of other cold chain
infrastructure as mentioned above: pack houses, ripening chambers and reefer freight.
Key Players in CS: Snowman, Coldman, Roshan Frozen & Cold Storage, Crystal, Gubba CS,
Coldex, Coldstar, Kelvin,
Foodland.
15] Untapped Potential:
1. Gaps mentioned above
2. Organized Retail Food Processing
3. Online Purchase of vegetables & groceries
4. During COVID outbreak the e-commerce sector grew nearly 20%
1. Gaps mentioned above
2. Organized Retail Food Processing
3. Online Purchase of vegetables & groceries
4. During COVID outbreak the e-commerce sector grew nearly 20%
16] By 2023
Food & Groceries organized industry grow to 829 B (it was negligible as of 2015)
F&G Retail: 2.1B to 8.7B
Dairy Industry: 110B to 259B
Food Processing & Pharma: 33B & 90B
This growth drive CS Sector
CS Capacity: 40 to 80 million tonnes
CS Segment: 3.5B to 7.0 B
Food & Groceries organized industry grow to 829 B (it was negligible as of 2015)
F&G Retail: 2.1B to 8.7B
Dairy Industry: 110B to 259B
Food Processing & Pharma: 33B & 90B
This growth drive CS Sector
CS Capacity: 40 to 80 million tonnes
CS Segment: 3.5B to 7.0 B
17] *Snowman Logistics*:
Bengaluru-based Snowman Logistics is mkt leader in cold chain logistics with over 30% of capacity amongst integrated organised cold chain service providers in India.
Snowman Logistic commenced their business as a trader of frozen marine products in 1998
![17] *Snowman Logistics*: Bengaluru-based Snowman Logistics is mkt leader in cold chain logistics with over 30% of capacity amongst integrated organised cold chain service providers in India.Snowman Logistic commenced their business as a trader of frozen marine products in 1998](https://pbs.twimg.com/media/EnXh3ZPWEAY8GO_.jpg "17] *Snowman Logistics*: Bengaluru-based Snowman Logistics is mkt leader in cold chain logistics with over 30% of capacity amongst integrated organised cold chain service providers in India.Snowman Logistic commenced their business as a trader of frozen marine products in 1998")
Bengaluru-based Snowman Logistics is mkt leader in cold chain logistics with over 30% of capacity amongst integrated organised cold chain service providers in India.
Snowman Logistic commenced their business as a trader of frozen marine products in 1998
18] Snowman commenced cold storage operations at 4 locations. Operations of company classified in to –
Temperature Controlled Services &
Ambient distribution
*Snowman continues to be the market leader in the cold chain industry
Temperature Controlled Services &
Ambient distribution
*Snowman continues to be the market leader in the cold chain industry
19] *In 2018, Snowman Logistics Ltd. aims to grow at 22 percent a year, after the frozen food company doubles its capacity in the next three years
Crisil Research: “This will swell the industry to Rs 47,200 cr in financial year 2022 from Rs 24,800 cr https://www.bloombergquint.com/business/2018/02/12/snowman-logistics-aims-to-grow-at-22-on-capacity-expansion">https://www.bloombergquint.com/business/...
Crisil Research: “This will swell the industry to Rs 47,200 cr in financial year 2022 from Rs 24,800 cr https://www.bloombergquint.com/business/2018/02/12/snowman-logistics-aims-to-grow-at-22-on-capacity-expansion">https://www.bloombergquint.com/business/...
20] Financials & SHP:
Mkt Cap: 1000 Cr
Debt to Equity: 0.42
Equity: 167 Cr
Pledged %: 0
SHP:
Gateway Distriparks: 40.25%
Adani: 26%
CMP: 67
ATH: 125
![20] Financials & SHP:Mkt Cap: 1000 CrDebt to Equity: 0.42Equity: 167 CrPledged %: 0SHP:Gateway Distriparks: 40.25%Adani: 26%CMP: 67ATH: 125](https://pbs.twimg.com/media/EnXlTBRW8AEAHN6.png "20] Financials & SHP:Mkt Cap: 1000 CrDebt to Equity: 0.42Equity: 167 CrPledged %: 0SHP:Gateway Distriparks: 40.25%Adani: 26%CMP: 67ATH: 125")
![20] Financials & SHP:Mkt Cap: 1000 CrDebt to Equity: 0.42Equity: 167 CrPledged %: 0SHP:Gateway Distriparks: 40.25%Adani: 26%CMP: 67ATH: 125](https://pbs.twimg.com/media/EnXl8_DXIAEmjI6.jpg "20] Financials & SHP:Mkt Cap: 1000 CrDebt to Equity: 0.42Equity: 167 CrPledged %: 0SHP:Gateway Distriparks: 40.25%Adani: 26%CMP: 67ATH: 125")
Mkt Cap: 1000 Cr
Debt to Equity: 0.42
Equity: 167 Cr
Pledged %: 0
SHP:
Gateway Distriparks: 40.25%
Adani: 26%
CMP: 67
ATH: 125
21] Not Sure on the below news:
The Adani Ports & SEZ has acquired 40.25 per cent stake in Snowman Logistics from its parent company, Gateway Distriparks https://www.businesstoday.in/current/corporate/adani-ports-forays-into-cold-chain-logistics-acquires-40-stake-snowman-logistics/story/392735.html">https://www.businesstoday.in/current/c...
The Adani Ports & SEZ has acquired 40.25 per cent stake in Snowman Logistics from its parent company, Gateway Distriparks https://www.businesstoday.in/current/corporate/adani-ports-forays-into-cold-chain-logistics-acquires-40-stake-snowman-logistics/story/392735.html">https://www.businesstoday.in/current/c...
22] Here is a corporate video of Snowman Logistics.
Imp: Though I am impressed with CS sector potential. Honestly, I am not impressed with Snowman& #39;s Financials.
*End* https://www.youtube.com/watch?v=BGbdkg__lA8">https://www.youtube.com/watch...
Imp: Though I am impressed with CS sector potential. Honestly, I am not impressed with Snowman& #39;s Financials.
*End* https://www.youtube.com/watch?v=BGbdkg__lA8">https://www.youtube.com/watch...
Adding & #39;notes by @drprashantmish6 on Snowman& #39; to this thread 
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://drive.google.com/file/d/1ZUzyw6qTSUMUd6AeaqNdWRzY63vH5yl5/view">https://drive.google.com/file/d/1Z...
Pre covid tweet, Govt& #39;s support on CS Sectorhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/AEHarshada/status/1223486805351075840?s=19">https://twitter.com/AEHarshad...
Impact of Farm Bill on CS Sector https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/darshanvmehta1/status/1311553366544146434?s=19">https://twitter.com/darshanvm...
H& #39;ble PM& #39;s @narendramodi tweet on CS Sector https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/narendramodi/status/1329814734258855937?s=19">https://twitter.com/narendram...
UPS & DHL r building football field sized freezer farm for CS of Covid vaccine deliveries.
UPS is building capacity for -80°C storage; DHL expands in Indianapolis
How we are progressing here, @kiranshaw ? https://www.pharmaceuticalcommerce.com/cold-chain-focus/now-freezer-farms-for-potential-covid-19-vaccine-delivery/">https://www.pharmaceuticalcommerce.com/cold-chai...
UPS is building capacity for -80°C storage; DHL expands in Indianapolis
How we are progressing here, @kiranshaw ? https://www.pharmaceuticalcommerce.com/cold-chain-focus/now-freezer-farms-for-potential-covid-19-vaccine-delivery/">https://www.pharmaceuticalcommerce.com/cold-chai...
@Dinesh_Sairam @BaluGorade @RichifyMeClub thread on CS Sector https://abs.twimg.com/emoji/v2/... draggable="false" alt="👆" title="Rückhand Zeigefinger nach oben" aria-label="Emoji: Rückhand Zeigefinger nach oben">
