Скачать или смотреть GATI Ltd | Special Situation | The Logical Investor

This video includes sponsored content.
Talked about the special situation in Gati Ltd and how the future prospects look for the company.

Background:
Special Situation
The new promoter, the previous promoter had other business and was not giving enough attention. Second largest after safe express 8-9%

Earlier Issues:
Pledged promoter holding
Declining market share
Debt heavy

Type if business:
% utilization of the truck
Can they command a margin?? No operating efficiency
Competetive, survival of the fittest.

Business:
GATI and GATI KWE
GATI:
Fuel Station: In the process of divesting.
Ecommerce: very small as compared to overall company revenue. Will increase over time.
KWE:
Surface Express
Air Express
Supply Chain Management

***********************************************
To get a 15% discount on Tijori Finance use code: LOGIC15
Link to Tijori Finance: https://tijorifinance.com/

************************************************************
Video Chapters:
00:00 Intro
00:45 Background
02:52 Expenses
03:35 Key Issues
06:24 Revenue Distribution
06:36 Acquisition benefits
08:05 Transformation
11:32 Risks
13:09 Valuation
**************************************************************

Contact Me:
Twitter Handle:   / shubham_tli  
Email Id: [email protected]