Top Cold Storage & Refrigeration Stocks
Why Cold Chain Matters More Than Ever
– Growth in pharma, food processing, frozen goods
– Government focus on food security & agri exports
Top Cold Chain & Storage Stocks
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Snowman Logistics
– Leading cold storage operator
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GATI (via KWE)
– Cold chain transport services
Blue Star
– Cold rooms & commercial refrigeration
Why These Stocks Are Valuable
– Steady demand from pharma, meat, dairy sectors
– Infrastructure barriers reduce new entrants
– Favorable government policy on food chain infra
Cold Chain Risks
– High maintenance and utility costs
– Asset-heavy models need volume to scale
– Seasonal demand volatility in food segment
Investment Insights
– Focus on 2–3 year horizon
– Buy low, wait for re-rating