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companylogoTransIndia Real Estate Ltd

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BSE Code : 543955 | NSE Symbol : TREL | ISIN : INE0O3901029 | Industry : Miscellaneous |


Chairman's Speech

Dear Valued Members,

I am pleased to share your company's performance highlights for the financial year 2023-24

The global economy experienced a slowdown in 2023, with growth decelerating to 3.2%. This deceleration was influenced by several factors, including the implementation of tighter monetary policies aimed at controlling inflation, ongoing geopolitical tensions, and a slower-than-expected recovery in China. Additionally, the impact of climate change was evident, with extreme weather events causing economic losses.

In contrast, India demonstrated resilience, with GDP growth accelerating to 8.2% in FY 2023-24. This acceleration was driven by strong investments in infrastructure and robust industrial activity, fueled by government spending on infrastructure projects. Despite moderation in private consumption growth and a slowdown in government consumption due to fiscal consolidation efforts, India's positive economic climate has intensified demand for efficient warehousing and logistics solutions. Our company is well-positioned to address this growing need with our state-of-the-art facilities and strategically located warehouses.

By providing seamless supply chain operations, we contribute to India's economic momentum and ensure robust and efficient supply chains that empower businesses to thrive.

We have successfully built and developed 5.5 million square feet of Grade-A industrial and logistics parks in prime micro-markets including Mumbai (JNPT), Delhi NCR (Farrukh Nagar), Bengaluru (Malur), Hyderabad (Patancheru), Chennai (Hosur), and Goa (Verna). Our parks are strategically located near major transport routes and key industrial and retail centres, offering significant logistical advantages to leading companies in sectors such as e-commerce, retail, 3PL, FMCG, and express logistics. This underscores our capability to deliver top-tier infrastructure and support for a wide range of industries.

Our logistics assets are meticulously tailored to meet specific industry requirements and regional nuances, ensuring optimal efficiency and performance. Designed for fully or semi-automated warehousing, our facilities significantly reduce the need for manual intervention. This enables companies across various sectors to benefit from advanced equipment handling, real-time tracking, efficient transportation, and structured inventory management.

Central to our operations is a customer-centric approach. We excel in addressing diverse needs, ranging from strategic land acquisitions and compliance to land development and comprehensive property management. Beyond developing and maintaining assets, we also provide build-to-suit solutions, customised to meet the unique requirements of our clients.

Our commitment to excellence and adaptability positions us as a reliable partner in India's ongoing transformation, delivering innovative solutions and superior logistics infrastructure.

Planned strategic expansions

As part of our strategic expansion, we are significantly enhancing our footprint and service capabilities in key Tier 1 markets across India.

Our upcoming projects include a state-of-the-art 0.97 million sq. ft. facility in Bhiwandi, Mumbai; a cutting-edge 0.85 million sq. ft. warehouse in Hoskote, Bengaluru, and a sprawling 0.90 million sq. ft. facility in Mubarikpur, Delhi. Additionally, our 56.5 acres Private Freight Terminal (PFT) in Mubarikpur will revolutionise cargo handling and elevate logistics efficiency. These developments not only boost our capacity and geographic coverage but also reinforce our position as India's leading industrial and logistics real estate developer committed to delivering exceptional services and innovative solutions.

We are also exploring new opportunities in data centres, multi-modal logistics parks, in-city warehouses, and other integrated sectors with significant growth potential driven by global economic and demographic trends. Our strategic growth focuses on establishing a robust foundation to meet our clients' evolving needs, driving operational excellence, and fostering enduring partnerships

Embracing technological advancements

Staying ahead in the warehousing industry relies heavily on innovation. Leveraging advanced technologies such as Warehouse Management Systems (WMS) and automated storage and retrieval systems (AS/ RS) enhances operational efficiency and accuracy. These tools optimise storage, reduce picking times, and improve the flow of goods. Additionally, the use of advanced barcode scanning and RFID technologies enables better inventory tracking and real-time stock visibility. By adopting these innovations, our operations are continually improved, keeping us at the forefront of the industry.

Commitment to community and sustainability

Our commitment to sustainability is demonstrated through ambitious initiatives, including transitioning to renewable energy for all facilities and continuously exploring methods to reduce our carbon footprint. By integrating sustainable practices into our operations and optimising our network, we promote environmental stewardship throughout our supply chain. We are also enhancing community support initiatives, focusing on health, education, women's empowerment, sports, and disaster relief. These efforts have made a substantial impact, and we are dedicated to expanding them further.

Looking ahead, we remain committed to ESG principles, ensuring our growth benefiting both the environment and society. By aligning our actions with the Allcargo Group's objectives, we aim to create a lasting, positive impact.

Investing in our people

As a leading player in the warehousing industry, we recognise that human intelligence is a core asset driving our long-term success. The fiscal year 2023-24 was marked by extraordinary change for our organisation. During this period, we successfully attracted and retained top talent across all functions, thanks to our progressive policies. These policies aim to provide employees with rich and varied career growth opportunities while fostering a truly inclusive work environment.

Looking forward

Looking ahead, FY 2023-24 has been a transformative year for our company, laying a strong foundation for future growth and success. We have enhanced our capabilities to strategically expand, reinforcing our position and increasing market share in the warehousing industry. With strong business fundamentals, we anticipate numerous opportunities in the near to medium term with significant revenue potential.

I sincerely thank the Board of Directors for their ongoing guidance and support. I also extend my gratitude to our shareholders, employees, customers, and all other stakeholders for their continued faith and support. We are proud of our progress and achievements this year and remain committed to executing our vision for the future.

Warm regards,

Mohinder Pal Bansal

Chairman

   

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