Whalesbook
Toh ye company, Celsius, jo cold chain logistics mein tech use karti hai, woh apna pehla profitable quarter laane ke bilkul nazdeek hai. Iska credit jaata hai quick commerce, dairy, aur doosre perishable goods ki zabardast demand ko. Company ka revenue run rate jo abhi ₹400 crore hai, woh agle fiscal year mein ₹550–600 crore ho jayega. CEO Swarup Bose ne bataya ki pichle 5 saal se company ne apna revenue run rate double kiya hai! Ab 700 sheheron mein operations hain, 150+ warehousing points hain, aur 4,000+ gaadiyon ka fleet hai. Badi dairy companies se lekar quick commerce platforms tak, sab inke clients hain.
Par yaar, India mein cold chain ka system abhi bhi kaafi adhura hai. Swarup Bose ne kaha ki cold storages, special gaadiyon aur distribution hubs ki kami hai. Desh ka cold infrastructure abhi shuruaati stages mein hai aur demand se bahut kam hai. Kheti ke maal ki baat karein toh, bahut saara produce kharab ho jata hai facilities ke lack hone ki wajah se, jisse consumers ke liye daam badh jate hain. Indian cold chain market $24.85 billion (2026 tak) aur $33.12 billion (2031 tak) pahunchne ka estimate hai, matlab 5.91% CAGR se grow karega. Lekin ye sab challenges is growth ko rok rahe hain. Current storage capacity mostly ek hi cheez (jaise aloo) ke liye hai, par alag alag cheezon ke liye jo storage chahiye woh kam hai. Celsius ka tech-focused, asset-light approach resources ko optimize karta hai, lekin company ko abhi bhi overall system ki capacity aur reliability par depend karna padta hai.
Is market mein competition bhi tagda hai. Snowman Logistics aur ColdEX Logistics jaise players bhi hain. Snowman ki market value ₹513 crore thi March 2026 mein, aur revenue ₹599 crore ke aas paas. ColdEX ne March 2024 tak ₹938 crore revenue report kiya tha aur funding bhi raise ki hai. Celsius ne ab tak ₹390 crore raise kiye hain, jisme ₹250 crore ki Series B round bhi hai jo Eurazeo aur Omnivore ne lead ki thi May 2025 mein. Ab company 1,000+ sheheron tak pahunchna chahti hai aur apna tech platform behtar banana chahti hai. Pharma aur biologics sectors se bhi is market ko boost mil raha hai, food aur beverage ke saath. Overall, market 5.53% se 8.62% tak annual growth pakad sakti hai. Aur ek mast baat, Celsius apni last-mile fleet ko electric bana rahi hai. 200+ electric refrigerated vehicles already chal rahi hain, aur 500+ karne ka plan hai. Sustainability mein bhi leader ban rahi hai.
Ab chalo un challenges ki baat karte hain jo bahar se aa rahe hain. Jaise ki, pichle saal ki bhari baarish aur floods ne supply chain aur production ko bigaad diya tha. India toh waise bhi extreme weather se sabse zyada affected 10 deshon mein se ek hai, jismein kaafi nuksan aur infrastructure damage hota hai. Aur toh aur, West Asia mein chal rahe conflict ki wajah se fuel ka rate badh gaya hai. Crude oil $115 per barrel pahunch gaya hai aur diesel ₹3 per litre mahanga ho gaya hai. Isse operating costs badhti hain aur logistics ka price bhi badh sakta hai. Strait of Hormuz jaise important shipping routes par problem hone se supply chain mein der ho sakti hai, aur freight costs badh sakti hain, khaas kar un perishables aur pharma products ke liye jinhe precise temperature chahiye.
Aage ki planning ki baat karein toh, Celsius 3-4 saal mein IPO laane ka soch rahi hai. Tier-2 aur tier-3 sheheron mein bhi reach badha rahe hain, jahan se achha client interest expect kar rahe hain. Technology mein kaafi invest kar rahe hain, jaise inventory aur driver management systems. Aur 2030 tak fleet ko fully electric karne ka aim hai. Pharma logistics mein bhi apna presence badhana chahte hain. Toh bhai, India ke infrastructure issues aur bahari risks ke bawajood, Celsius ka tech, sustainability aur expansion par focus ise cold chain demand se fayda uthane ki position mein rakhta hai. Bas in sab complex situations ko manage karne ki ability par depend karta hai.