*The company, in which IDFC PE is an investor, plans to use the IPO proceeds
to build up its logistics business.*
IDFC Private Equity-backed Delhi Assam Roadways Corp Ltd, one of India’s
largest private sector transport and logistics companies in the full truck
load segment, is looking at making a market debut with a public offering of
Rs 150- 250 crore, a senior executive close to the development told
VCCircle.

The company has also renamed itself as the Delhi Assam Roadways & Logistics
Corp. Ltd effective from February this year.

Confirming the development to VCCircle, Apoorva Kumar, Head Finance &
Company Secretary said, though there is a plan to come out with an IPO,
details on the amount to be raised and the timing of the IPO are still being
worked out. The company will be discussing the IPO-related matters at its
board meeting, scheduled to be held in a week. The interest from merchant
bankers has been encouraging, he added.

The company, promoted by Krishan Kumar Agarwal who is also the Chairman &
Managing Director, has seen tonnage leap to 87.69 MT in FY09 from 27.64 MT
in FY04. Its turnover last year turnover stood at Rs 1,085 crore.

The company raised $10 million from IDFC Private Equity Fund II in 2007. On
whether the infrastructure-focussed fund will look to exit in this IPO,
Kumar said, the fund can look at paring exposure since the public issue
"will in principle offer some room for the investor to look at a part exit".

The company, which has 2,200 employees, is planning to use the IPO proceeds
to expand its routes and also to build up its logistics business. According
to a recent FE report, the company recently consolidated its business
processes onto a single platform with SAP applications. This step was aimed
at helping the company to cut its costs and improve efficiency in the
already low-margin transport and logistics industry. The company claims to
offer total logistics solutions for the customers based on their specific
requirements ranging from trucking to multimodal transportation through its
separate division 'TransRail', which is one of the 14 players licensed by
Indian Railways to run container trains.

Recently, Mumbai based Aqua Logistics hit the capital markets with a Rs
150-crore IPO. The issue price was fixed at Rs 220 per share and got
subscribed 1.94 times. Traditionally, the sector has seen more of M&A kind
of transactions on account of consolidation moves in the rather fragmented
industry. According to VCCEdge, the financial research platform of VCCircle,
some of the major deals seen in the space in the recent past are Infinite
Logistics Solutions Pvt. Ltd. bought over by Transport Corporation of India
Ltd., TM International Logistics Ltd. by Nippon Yusen Kaisha and Gateway
Distriparks Ltd being bought over by Allcargo Global Logistics Ltd in 2009.


-- 
Regards

Hardik Shah

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