New container
5 Likes
Interesting. So, the delay in the policy is because the Centre is asking the states to chip in as well.
Maersk backs India’s container manufacturing push with 1,000-box order to DCM Shriram.
ETInfra -
5 Likes
Kalyani Cast-Tech Ltd informed the exchange TODAY about the issuance of 3,23,123 convertible equity warrants at a price of ₹ 582/- each, aggregating ₹ 18,80,57,586/- to proposed allottees by way of preferential issue on a private placement basis. The company will hold an Extra-Ordinary General Meeting on July 28, 2026, to seek approval for the same.
6 of the 7 allottees are promoter group. This is NOT a strategic investor, NOT institutional capital. This is the promoter family doubling down on their own company with personal money.
Reference https://www.bseindia.com/xml-data/corpfiling/AttachLive/88ec7f64-f94e-483c-b6d2-d37e767f57b9.pdf
2 Likes
CONTAINERIZATION AT DISPLAY
India marks the FIRST CONTAINER RAKE MOVEMENT of edible salt in containers designed and engineered by Kalyani Cast Tech. The stake holders involved here are to be noted:
- Inland transporter : CONCOR and Western Carriers (I) Ltd.’s
- Salt Manufacturer : ITC and HUL
Containerization of bulk commodities is cost effective and leaves a positive environmental footprint.These are big names putting their faith on Kalyani’s capabilities and using their manufactured products. CONCORs trust simply implies the trust of President of India Ministry of Railways on Kalyani. ITC and HUL ready to transport in these newly concepted containers shows positive trials and trust building.
Refer to the tweet by the new shareholder in the Promoter Category i.e. Sanskar Bangani. He was always a stake holder but now also a share holder trusting the company and its aspirations.
Disc: Invested. I still find it unfair that the company decided not to have a concall after setting such high aspirational targets as investors find it hard to trust without understanding the the process proposed behind it. Also, June is ending today, company has reached the deadline for completion of Gati Shakti Cargo Rail Terminal and final decision on its ICD (Inland Container Depot) Application. Hope, company makes the necessary announcements.
4 Likes
1 Like
KCT is possibly using its lean regulatory structure to maintain complete focus on its operations rather than managing retail investor public relation cycles.
KCT sometime in the future will seek a migration to the Main Board at which point these exemptions will disappear. At that point, quarterly results, mandatory analyst meets, and public transcripts will become an enforced statutory law for them.
3 Likes
Analyst meets are not mandatory neither in SME nor main board yet.
Even business updates may be omitted if the management doesn’t think it’s material..so I don’t think migrating to main board is going to suddenly change the managements attitude.
2 Likes
Agreed. Main Board Migration would up the game. Currently, many investors have tried reaching out to the company requesting for clarifications and concall. Good SME Companies have started giving focus on investor relations and hope KCT to do the same. KCT on the contrary are just announcing its laurels but turning a deaf ear to investors. Thats an attitude that hurts investors trust. I have earlier shared reasons as to why I had trimmed my position based upon the rough response to an investor’s query in the concall. Having followed the company for so long now, I definitely trust its ability, but sometimes doubt their intentions. Hence, am keeping my position sized smaller than I would have loved to.
3 Likes
Lot of details about potential KCT opportunity in Western Carriers Investor presentation and earnings call transcript. References https://www.bseindia.com/xml-data/corpfiling/AttachHis/7a7bf264-2923-4926-9ca7-a844cec42167.pdf and https://www.bseindia.com/xml-data/corpfiling/AttachHis/6f53dd3d-c951-483f-8423-cfb5370782d0.pdf.
WCIL as a Channel Partner — The Strategic Implication
Insights,
WCIL Profile:
-
1,600+ industrial customers
-
50+ branches across 23 states
-
₹1,089 Cr Vedanta order (aluminum)
-
HUL, ITC (FMCG/salt)
-
Tata Steel, JSW, JSL (steel/metals)
-
Hindalco (aluminum)
What WCIL needs: Specialized containers for all these customers
What KCTL builds: Exactly those specialized containers
WCIL is effectively KCTL’s distribution arm to 1,600+ industrial customers without KCTL needing its own salesforce.
The presentation validates KCTL demand thesis from the demand side, not just the supply side.
-
Specialized containers will be adopted at scale
(WCIL confirms demand) “On the domestic side, our volumes grew by a healthy 31%, led by strong demand, particularly for specialized containers. In response of this extremely strong demand, we procured approximately 300 further FEUs, containers aligned with the customer specifications during the year, reinforcing our commitment to customized service delivery.” -
Western India logistics is growing
(WCIL CEO explicitly says so) -
CONCOR is the distribution backbone
(WCIL is CONCOR’s largest partner)
5 Likes
Connecting line’s electrification complete
1 Like
Seeing the growing attention Mr. Naresh Kumar is getting on X, his engagement has suddenly increased. This comes at a time when the Liberalised Wagon Design Policy is just around the corner and should come this week as announced. Time is very positive for the segment the company is in but at the same time things appear very rosy. This increased engagement is very much appreciated as otherwise it gets difficult to track SME companies. However, the timing might raise eyebrows as despite increased engagement they continue to ignore the requests for concall. The management has missed guided revenues despite H2 being heavy stating that they rejected orders (which again is alarming as to why did they do so when during the later part of H2, the prices had actually fallen). This coupled with the previous irritated responses shown towards investors in concall, weakens my trust. Things appear perplexing and such rosy times are when management intentions comes to true light. As they are informing all other things, they shall also inform on the status of Gati Shakti Cargo Rail Terminal and final decision on its ICD (Inland Container Depot) Application. They have shown confidence in what they are doing through their fund raise , they have innovated industry-new wagons, they have strong relationships with the railway top bodies but the picture still appears very confusing.
Requesting members to share your thoughts on my views. Being invested in KCT since a year now and following them very closely, I would be happy to be proved wrong here.
Disc:I have trimmed down my position further and will reinvest when the picture appears clear and clean.
2 Likes
Please check the facts properly once…Gati shakti cargo terminal is already commissioned, should be operational in sometime
ICD license is awaited…Entire ecosystem is there Wagon + container + Data centre ecosystem + Gati shakti cargo terminal + ICD handling
1 Like
Datacentre ecosystem? They are just building racks of steel. what ecosystem? dont get caught off in their narrative pushing.
Invested but not as biased as most ppl here.
5 Likes
It looks like there is competition among companies (especially SME / Micro / Small Cap) to use buzz word “Data Center” . Everyone some or other way connecting their business linked with data center.
What is technical know-how that Kalyani putting in to fabricate the container? What is speciality involved in it?.
One scaffolding company saying that they are supplying scaffolding to data center!! One tiles company saying that they are supplying specialised tiles for flooring in data center!!
As an investor one should think twice and take such news with pinch of salt. When CEO of company posting such picture in social media, one should be more carful to understand its intent.
8 Likes
No concall but regular not so relevant announcements. That’s the issue my friend. Also, I have off lately seen the coverage regarding Kalyani has increased quite a lot. Infact few analysts are also past social media promoters of dubious companies. So, can only say be careful.
Concall isn’t a dealbreaker, but agree it’s important… not something to keep ranting about daily. Kingfa Science ran multi-fold for years without concall… Management here at kalyani has been transparent for the most part through filings and updates.but calling every unstructured update “hype” misses the actual execution happening.
2 Likes
Irrespective of you not finding a concall concerning. most unbiased investors would definitely find so. Especially its interesting to note how people are breaking issues individually and cancelling them out.
You will have to collectively look at things and then think if it’s concerning or not.
I have said these exact things from start, so dont know why you think i questioned prospects of the company.
1 Like
