External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

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<ul><li>Gujarat Pipavav is a South-West Gujarat based port with an MNC promoter (APM Terminals – Maersk Group)</li><li>The port container capacity is at 1.35 million TeUs, bulk capacity at 4-5 million MT and liquid capacity at 2 million MT</li><li>It lies at a strategic international maritime location, which connects India with the Far East</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Gujarat Pipavav is a South-West Gujarat based port with an MNC promoter (APM Terminals – Maersk Group)The port container capacity is at 1.35 million TeUs, bulk capacity at 4-5 million MT and liquid capacity at 2 million MTIt lies at a strategic international maritime location, which connects India with the Far EastContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Gujarat Pipavav Port: Bulk Expected to Normalise in Medium Term

<p>Q3 saw 14% YoY de-growth in overall volumes. However, the base quarter had higher volumes of transhipment (low margin business), which got reversed this quarter. Exim volumes, on the other hand, have nearly normalised and coastal volumes grew YoY. Continued congestion at Colombo hubs, led to higher container volumes at India's bigger ports such as Mundra. GPPL, on the other hand, reported lower volume growth mainly due to management focus on picking up profitable volumes (transhipment volumes negatively impact margins).</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Q3 saw 14% YoY de-growth in overall volumes. However, the base quarter had higher volumes of transhipment (low margin business), which got reversed this quarter. Exim volumes, on the other hand, have nearly normalised and coastal volumes grew YoY. Continued congestion at Colombo hubs, led to higher container volumes at India's bigger ports such as Mundra. GPPL, on the other hand, reported lower volume growth mainly due to management focus on picking up profitable volumes (transhipment volumes negatively impact margins).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

GPPL: Q3 saw 14% YoY de-growth in overall volumes

India

Gujarat Pipavav Port Ltd. operates a marine shipping port.  The port loads and unloads container, bulk, and liquid cargo.

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Gujarat Pipavav Port (GPPV IN)

Gujarat Pipavav Port: Bulk Expected to Normalise in Medium Term

Gujarat Pipavav is a South-West Gujarat based port with an MNC promoter (APM Terminals – Maersk Group). The port container capacity is at 1.35...

ICICI Securities Limited

GPPL: Q3 saw 14% YoY de-growth in overall volumes

Q3 saw 14% YoY de-growth in overall volumes. However, the base quarter had higher volumes of transhipment (low margin business), which got reversed...

ICICI Securities Limited

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