Well thats is a interesting question. Since the demerger, I have been struggling to understand the business of Allcargo Terminals and TransIndia. From all the Info, I understand is,
Allcargo Terminals : They Operate CFS and ICD terminals across India having 800,000 TEUs capacity. I assume they are earning based on the Container Processing services, more like a toll operator. Also the business seems to be asset light, and future volumes of containers will drive the revenues.
TransIndia Real Estate: They are supposed to be having the Logistics parks and Leasing Services. But i am seeing that they have sold off many of their Logistics parks Assets and have purchased one. With this company, I am quite confused what exactly they do.
If someone has access to any writeup that explains the operations of both the companies in a crisp manner, please share.
Price estimates can be reliable generated, only once the business operations and revenue sources/potential is correctly understood. I am still learning for these two companies.
| Subscribe To Our Free Newsletter |
