Gati - In the high growth industry.
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Forum Name: Stock Synopsis
Forum Discription: A bried discussion of companies on very specific matters. Normally this is the prelude for further research as always members would be discussing quality companies with good management only
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1177
Printed Date: 21/Apr/2025 at 12:07pm
Topic: Gati - In the high growth industry.
Posted By: kulman
Subject: Gati - In the high growth industry.
Date Posted: 01/Sep/2007 at 11:34pm
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Gati Ltd, a Rs 570 crore company by sales, provides multi-mode (road, rail, sea and air) logistics services announced plans to acquire 52.96% stake in Kausar India Ltd ........ makes good sense and is complementary to Gati's business. Kausar, listed on Delhi and Ludhiana stock exchanges, has been in the transportation business for 20 years, of which the last 10 years have seen it specialise in refrigerated transportation. Kausar is still small in size, but growing fast; revenues grew by almost 40% in the last two years to Rs 18.70 crore in 2006-07. Along with the boom in retailing and thrust on agriculture and food processing, it suggests that there is immense potential to scale up Kausar's business.
Meanwhile, Gati has also drawn up plans to further strengthen its network, supply chain and warehouse space, increase capacity in shipping business and establish a stronger presence in select foreign markets to provide India-centric logistics services, over the next two years. In May 2007, Gati in partnership with Indian launched an air-cargo company. IC-Zipp, its product, will be launched in over 100 cities initially, priced between Rs 50 and Rs 150 for 500 gm and will provide customers door pick-up and real-time tracking of consignment. That follows Gati's tie-up with China Railway Express International Logistics (has presence across all 31 provinces in China) in January 2007, to provide end-to-end logistics solutions to customers in India and China. Funding these plans shouldn't be a concern as most of the resources have been tied up in the last 12 months. At Rs 106.05, the stock trades at a PE of 24.6 times its estimated fully-diluted EPS for 2007-08 and deserves attention on declines.
Source: http://www.dnaindia.com/report.asp?NewsID=1119035 - Dna money
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I guess some TEDdies do own Gati. Looks interesting.
------------- Life can only be understood backwards—but it must be lived forwards |
Replies:
Posted By: vijinat
Date Posted: 01/Sep/2007 at 10:34am
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[QUOTE=kulman]
http://www.dnaindia.com/report.asp?NewsID=1119035 - ------------------------------------
I guess some TEDdies do own Gati. Looks interesting.
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I recall that this stock has been recommended by the TEDDIES' "Chatlal' for a considerable period of time during which period the followers of 'Chatlal' gained considerably. I am amazed (amused too) that ultimately and belatedly one follows ...lals
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Posted By: kg
Date Posted: 02/Sep/2007 at 12:14pm
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They are a very good transport company ...a company who does not accepts deduction by users without merit ....very strict when it comes to enforcement of a contract . ------------- Lets rock |
Posted By: tyler_durden
Date Posted: 02/Sep/2007 at 12:53pm
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i was in maruti..and i was looking after logistics only in mylast assignment...we had signed gati for 2 year contract i think....it was a big contract...
MY FEEDBACK:
GATI KO HUM LOG DURGATI BULATE THE....
no timely deliveries...always there were cases of shortage..trans-shipment etc etc...i dont think gati is a very good betfor long term.... ------------- If you aren't fired with enthusiasm, you will be fired with enthusiasm. |
Posted By: kulman
Date Posted: 02/Sep/2007 at 12:58pm
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GATI KO HUM LOG DURGATI BULATE THE.... ------------------------------------------
 Oh well! Thanks for the feedback. http://www.businessworld.in/content/view/2442/2520 - ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: tyler_durden
Date Posted: 02/Sep/2007 at 1:02pm
even i was interested in gati when i saw their presentation..that they used to give to our department for getting the contracts...but aftr 2 quarters only gati was performing very poor....my manager was after me to cancel their contract after this financial year...but i left my job before that  ..... i can still get you any info that you want regarding gati from maruti and tata....they re carrying spare parts and accessories for maruti and tata and i suppose also for hero honda...so if you want any info regarding their services just let me know....------------- If you aren't fired with enthusiasm, you will be fired with enthusiasm. |
Posted By: vip1
Date Posted: 02/Sep/2007 at 1:08pm
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..... i can still get you any info that you want regarding gati from maruti Hamare Jasoos sab taraf fele hain Kaun Sa stock bach payga Hamari Nazaro se?
(A dialogue of Ajit(Bollywood villian) if he were a member of TED)
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Posted By: kulman
Date Posted: 02/Sep/2007 at 1:10pm
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Thanks for your gesture. As such I do not hold neither have plans to own Gati.
Perhaps you could post any feedacks for the benefit of other TEDdies if they are interested.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: kulman
Date Posted: 02/Sep/2007 at 1:15pm
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Hamare Jasoos sab taraf fele hain Kaun Sa stock bach payga Hamari Nazaro se?
(A dialogue of Ajit(Bollywood villian) if he were a member of TED)
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 ha ha ha!! "Mona Darling.....Michael...." ha ha ha
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: CHINKI
Date Posted: 02/Sep/2007 at 7:35pm
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Tyler, it would be nice if you could able to get from ex-collegues at Maruti as I am interested in the Logistics. I am planning to invest either in Gateway or Gati. ------------- TOUGH TIMES NEVER LAST, BUT TOUGH PEOPLE DO |
Posted By: tyler_durden
Date Posted: 02/Sep/2007 at 8:00pm
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tell me wat all u want to kno...i have my friends and batchmates in tata, maruti and hero honda...so you put down wat all you want to know...i will ask industry people ...and will let u know...one of my friend was in tata and if you want i can probe him regarding progress of 1 lac car project...as to how its going to be... ------------- If you aren't fired with enthusiasm, you will be fired with enthusiasm. |
Posted By: dilip
Date Posted: 19/Nov/2007 at 8:25pm
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Gati, Air India to start its dedicated freighter service
Gati, a logistics chain solutions company, and Air India, India`s national carrier, have decided to join hands to start a dedicated freighter service. Mahendra Agarwal, MD & CEO, Gati said, ``the launch of the dedicated freighter service is aimed at enhancing our connectivity across the entire country. The alliance is expected to take Gati`s business from the present Rs 4,610 million (USD 115 million) to over Rs 10,000 million (USD 250 million) within 2 years.`` ``Gati has plans to invest USD100 million in the next three years (June 2009) in setting up Express Distribution Centres (EDC) and in re-engineering of technology and network. We also plan to add another 1 million sq ft of EDC Space in the next 2 years resulting in a total of 2 million sq ft space in all major locations in India``, he added. Shares of the company gained Rs 3.35, or 2.53%, to close at Rs 135.65. The total volume of shares traded was 403,112 at the BSE. (Wednesday) ------------- Dilip |
Posted By: hnprabhu
Date Posted: 28/Jan/2008 at 4:53pm
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Hello
I am a new member in this forum. Just wanted to ask few questions about Gati with the forum members who have tracked this script.
This business looks very interesting to me considering that if retail were to pick up, there are very few Indian companies who can match Gati's logistic capabilities. That said, i am not very sure about the management quality of this companies.
I have made some investment in this script and wanted some guidence
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