Investment

Cold Chain Investment

Vertically integrated cold-chain plays capture margin at multiple stages (production → processing → distribution → retail) and are typically less commoditized than pure storage.

Deal size range

USD 5M – 100M+

Typical EBITDA margin

18 – 28%

Payback range

5 – 9 years

Investment thesis

Food loss reduction as ESG-aligned yield driver (30–40% loss in emerging markets).
Retail modernization requires reliable multi-temp networks.
Export corridors reward end-to-end control.

Key risks

Operational complexity across nodes.
Currency risk on export revenue vs. imported CAPEX.
Regulatory shifts (F-Gas, Kigali).

FAQ

Where does most value sit?

Processing and distribution — pure storage is easier to scale but is more commoditized.

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