📌 At a Glance:
Kaushalya Logistics (NSE: KLL) has launched its 17th CCFA depot in Bihar for ACC (Adani Cement), bringing its total depot and rake point count to 107. The new Khajauli depot will handle 16,000 MT/month and aims to support a future network of 200 depots by FY26.

🏗️ About the Company

• Started as a construction firm, pivoted to logistics in 2010.
• Renamed Kaushalya Logistics Ltd in 2023.
• Clients include Dalmia Cement, ACC, Ambuja (Adani Cement), and JK Cement.
• Also offers FTL (Full Truck Load) services for pan-India delivery.

🧠 What’s New?

• Depot #107 has entered the chat: Khajauli, Bihar.
• 17th depot under CCFA model – Company’s preferred strategy for logistics scale-up.
• 5th depot launched in FY26 alone – KLL’s speed run is on.
• Depot to handle ~16,000 MT of cement per month, adding serious muscle to KLL’s volume game.

🧮 FY25 Financial Highlights

🚂 What is CCFA Model?

CCFA = Clearing & Forwarding Agent.
KLL sets up depots that handle end-to-end unloading, stacking, inventory, and dispatch of cement for big players like ACC.

Basically, ACC outsources the stress. KLL handles the mess.

🧳 Strategic Roadmap

• Targeting 200 depots by FY26.
• Focus on turnaround efficiency and regional connectivity.
• Strong visibility on cement sector demand from infra, real estate, and government CapEx.

🧔‍♂️ What MD Uddhav Poddar Said

“This depot strengthens our presence in the supply chain ecosystem. It’s all about execution, resilience, and scaling fast — and we’re just getting started.”

🧠 EduInvesting Take

Kaushalya isn’t just moving cement — it’s moving fast.

• 5 depots this year? That’s not growth; that’s teleportation.
• 107 locations now, 200 by FY26? Somebody hire a GPS for their expansion speed.
• EBITDA margins are low-ish, but the game here is volume x consistency, not luxury service.

Expect more depots, deeper rail connectivity, and maybe someday, a logistics IPO spin-off?

Tags: Kaushalya Logistics, KLL, Cement Logistics, CCFA, Adani Cement, Depot Expansion, Supply Chain India