The logistics sector includes services; such as warehousing, freight stations, material handling, road and railway transportation etc.
The market size of the logistics sector stands at $215 bn as of 2020, having grown at a 5-Yr CAGR of 10%. The logistics sector should continue to grow at a similar pace.
The sector's subpar growth comes on the back of poor material handling infrastructure, fragmented warehousing, lack of a seamless network for the movement of goods and the absence of an integrated IT infrastructure.
However, these bottlenecks also exhibit the increased scope of brisk growth in the future. With earnest policy initiatives from the government and an increased focus on enhancing the country's infrastructure, the sector can grow at a faster pace.
While the logistics sector is highly fragmented, some dominant players are well-poised to benefit from any advancement in growth. You can find an exhaustive list of the top logistics stocks in India on Equitymaster.
Jun 18, 2022
Constant product innovation, latest technology, strong supply chain etc can all help companies enjoy monopoly like fortunes.
May 11, 2022
Here are the five key points to consider before applying for the Delhivery IPO.
Mar 7, 2022
Russia and Ukraine are top producers of commodities. As sanctions disrupt, prices are expected to soar.
Nov 2, 2021
Beware! Buy at any price stocks are getting hammered.
Jun 20, 2021
Global commodity selloff drags BSE Metal Index 7% during the week, most since May 2020.
May 20, 2021
Aided by higher sales and cost control, TCI Express' bottomline more than doubled in Q4.
Dec 15, 2020
Do the Titan versus Tesla comparison while selecting the best vaccine stocks.
Jul 19, 2018
The start-up eco-system is disrupting each and every sector that we know of. How can Indian investors benefit from this?
Jun 4, 2022
Here's why TCI Express share price is rising for the past couple of days.
Apr 5, 2022
What can investors learn from Pravin Tambe?
Jan 11, 2022
The upside in supply chain players could be huge but a delay in the transition to EVs, or any policy related hiccups could end the momentum.
Aug 5, 2021
Despite government measures, an over-reliance on Chinese supply chains and China's entry into strategic domestic sectors, has resulted in huge exposure for Indian firms.
May 25, 2021
Concor moves one step closer to disinvestment.
Mar 31, 2021
A tiny chemical company, started in the Licence Raj era, is a great example of a new wealth creating opportunity.
Mar 18, 2020
My view on the impact of the Coronavirus on the Indian economy.