They are keeping cards close to the chest. They are exploring buying out the stake from KWE, then probably may merge gati it into Allcargo. All asset light units of the conglomorate will become one entity. All real estate and asset heavy will be Transindia (including those in Gati perhaps).
DISC - Invested, quite a bit at around 346 avg price in Allcargo, no units in Gati. Not a recommedation, I am an IDIOT and a rank amateur.
Gati Express is a B2B segment that cannot be directly compared to bluedart, Delhivery etc. But still the PE rating of all these companies and that of the Allcargo conglomorate is quite low at ~7.
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