### **Overview** TransIndia Real Estate Limited (TREL) is a leading industrial and logistics real estate developer in India, focused on creating high-quality, sustainable, and technology-enabled infrastructure to support evolving domestic and global supply chains. Established in 2019 as *Allcargo Logistics & Industrial Park*, a dedicated real estate arm of the **Allcargo Group**, the company was demerged and rebranded as TransIndia Real Estate Ltd. It went public with its listing on the **BSE and NSE on August 10, 2023**, marking its entry into the capital markets. As a key player in India’s industrial real estate landscape, TREL develops **Grade A logistics parks, Container Freight Stations (CFSs), Inland Container Depots (ICDs), Private Freight Terminals (PFTs), commercial offices, and specialized warehousing solutions**. The company leverages deep domain expertise and synergy with the Allcargo Group’s **global logistics network spanning over 180 countries**, enabling it to offer integrated, end-to-end solutions. --- ### **Core Business Model & Strategy** - **Development & Leasing Focus**: Builds-to-suit and built-to-lease **Grade A industrial and logistics facilities** tailored to client needs across e-commerce, 3PL, manufacturing, FMCG, retail, automotive, and pharma sectors. - **Asset-Light Monetization Strategy**: Follows a capital-efficient model by **developing, leasing, and divesting** completed assets to institutional investors, reinvesting proceeds into land acquisition and new projects. - **Strategic Geographic Expansion**: Expands presence beyond Tier 1 cities into **Tier 2 and Tier 3 markets** (e.g., Patna, Dankuni, Hoskote) to capture growth from supply chain diversification and rising regional trade. - **Exploration of New Asset Classes**: Evaluating **residential real estate, multi-modal logistics parks (MMLP), industrial plotted developments, and data centers** as part of long-term diversification. --- ### **Operational Strength & Portfolio Highlights** #### **Key Operational Metrics (as of Aug 2025)** | Metric | Value | |-------|-------| | Total Developed Logistics Space | **5.5 million sq. ft.** | | Total Exited Warehousing Assets | **~5.0 million sq. ft.** (including 4.95M sq. ft. by Aug 2025) | | Total Land Bank | **~300 acres** across major Indian hubs | | Strategic Land Holdings (Identified for Development) | **223–223.6 acres** with **1.87 million sq. ft.** of planned developable area | | Debt Status | **Debt-free balance sheet** | | Cash & Equivalents | **INR 165 crores** (FY25 year-end) | #### **Notable Project Exits & Asset Monetization** - **Madanahatti Logistics Park (Hosur)**: Sold to **Caterpillar India Pvt. Ltd. in March 2025 (Q4 FY25)**, generating strategic capital for reinvestment. - **Malur (Bengaluru)**: Divested **1.95 million sq. ft. facility** on 96.7 acres. - **Patancheru (Hyderabad)**: Exited **0.6 million sq. ft. warehouse** leased to Flipkart, Myntra, and Allcargo. - **Farukhnagar (Delhi NCR)**: Fully exited **2.2 million sq. ft. logistics park**, previously 100% leased to tenants such as Flipkart and Nestle. - These exits contributed to **~INR 400 crores in proceeds** from divestments (including prior Blackstone deal), all reinvested into land bank and future development. --- ### **Current Developments & Upcoming Projects** #### **Active and Pipeline Projects** | Location | Facility Type | Land (Acres) | Planned Area (sq. ft.) | Status | |--------|----------------|-------------|--------------------------|--------| | **Bhiwandi (Mumbai)** | Logistics Park | 56.61 | 0.97 million | Under development | | **Mubarakpur (Delhi NCR)** | PFT + Logistics Park | 56.5 | 0.85–0.90 million | Under construction | | **Chennai** | Logistics Park + CFS | 42.0 | 0.90 million | Development ongoing | | **Kolkata (Dankuni)** | ICD / Logistics Park | ~30 | TBC | Site evaluation | | **Bengaluru (Hoskote/Malur)** | Greenfield Parks | 96.7 | 0.85 million | Planning & development | | **Nagpur** | Logistics Hub | 56.5 | TBC | Land acquired | > **Capital Expenditure Outlook**: ~**₹1,000 crores** planned over FY26–FY27 for six upcoming projects (Bhiwandi, Mubarakpur x2, Dankuni, Hoskote, Gorsai), funded via internal accruals and selective debt. --- ### **Key Operational Facilities** #### **Container Freight Stations (CFS) / ICDs** - **Nhava Sheva (JNPT), Maharashtra**: Strategically located near India’s busiest port; connected via NH-66, upcoming Mumbai Trans Harbour Link; tax incentives applicable. - **Chennai, Tamil Nadu (23.8 acres)**: 9 km from Chennai Port, accessible via NH-16 and major rail hubs (Egmore, Central). Serves East and South India. - **Khopota, Haryana**: 36-acre CFS serving North India. - **Total Operational CFS/ICD Footprint**: **60 acres** across India. #### **Flagship Logistics Parks** - **Koproli Park (JNPT, Maharashtra)** - 23 acres, **0.53 million sq. ft.** of warehouse space. - Adjacent to JNPT, NH-348, and future infrastructure links. - Recently leased **119,808 sq. ft.** to **Neogen Chemicals**; **60,000 sq. ft.** to **Veritas Logistics**; **150,000 sq. ft.** to **Allcargo Supply Chain**. - Recognized as a high-demand logistics hub in the **Mumbai Metropolitan Region (MMR)**. - **Hosur (Madanahatti), Tamil Nadu** - 11.7 acres, **0.10 million sq. ft.** of warehouse space (now divested to Caterpillar). - Part of the Bengaluru–Chennai corridor along Golden Quadrilateral. --- ### **Sustainability & Technology** - **Green Building Standards**: Facilities designed as **IGBC-certified (Platinum)**, with features like: - Rooftop solar installations - Rainwater harvesting - EV charging stations - Energy-efficient lighting and ventilation - **Smart Warehousing**: - Deployment of **automation, real-time monitoring, RFID tracking, and intelligent material handling systems**. - Semi-/fully automated design to reduce labor dependency and enhance throughput. - **ESG Alignment**: Sustainability integrated across operations in line with **UN SDGs**, reducing environmental impact and improving tenant efficiencies. --- ### **Financial & Strategic Highlights** - **Monetization Success**: Asset-light model allows capital recycling — sales proceeds from projects like **Farukhnagar, Malur, Patancheru, and Hosur** have strengthened balance sheet. - **Revenue Impact of Divestments**: Sale of Hosur facility resulted in **loss of ~INR 2.4 crores in annual rental income**; however, capital freed supports **long-term scalable growth**. - **New Revenue Streams in Development**: - Upcoming developments (e.g., Bhiwandi, Mubarakpur) expected to generate **~₹70 crores in annual rent** upon stabilization. - Premium office leasing: **31,500 sq. ft. in Allcargo House (Mumbai)** leased to **Credila Solutions** (Tata Consultancy Services group), reinforcing urban commercial strategy. --- ### **Awards & Recognition** - **Best Industrial & Warehousing Project of the Year** – Jhajjar Logistics Park (National Level) - **IGBC Platinum Certification** – Decathlon Building, Malur (2021) - **'Best Industrial & Logistics Park' – North India (2022)** – Farukhnagar Facility - Ranked among **Top Industrial & Warehousing Real Estate Firms in India** – **Indian Supply Chain Management (ISCM)** --- ### **Subsidiaries & Group Synergies** TREL operates through key subsidiaries: - **Hoskote Warehousing Private Ltd** - **Bhiwandi Multimodal Private Ltd** - **Allcargo Warehousing Management Pvt Ltd** - **AGL Warehousing Pvt Ltd** - **Transindia Freight Services Pvt Ltd** These entities support integrated operations in **warehousing, multimodal logistics, and freight**, enhancing service depth and market reach. The affiliation with **Allcargo Group** provides strategic advantage through: - Access to global logistics network - Cross-leasing and client referrals - Single-window end-to-end supply chain solutions ---