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- Supply Chain Stocks in India
Supply Chain Stocks in India
The logistics / supply chain is the backbone of an economy. It's no different in the case of India.
Compared to developed nations India is deficient in this space. Companies in this sector has been growing fast to fill the gaps and ensure last mile connectivity to every corner of the country.
The sector is about US$ 250 bn in size and is among the biggest employers in the country. More than 22 m people in India earn their livelihood ensuring the efficient delivery of goods.
The e-commerce boom in India has propelled the sector to a new orbit of growth.
It's among the few sectors in the 'infrastructure' and 'essential' categories.
Recent trends point to tier-2 and tier-3 towns becoming the new growth drivers for this sector as large cities reach saturation levels.
A big challenge for the sector is its highly fragmented nature with a large numbers of unorganised players. About 90% of the sector is unorganised. This is due to the low entry barrier to start a company in this sector.
Another big challenge is inadequate road infrastructure in rural areas.
Storage is also a challenge due to inadequate numbers of warehouses and cold storage facilities in the country.
However the industry along with support from the government is overcoming these challenges. The day is not far when these issues will be a thing of the past.
Check out the list of logistics / supply chain stocks here. For more detailed updates, check the latest Logistics sector results.
Also check out Equitymaster's powerful stock screener to find the top logistics companies in India.
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Railways seem set for a massive growth, thus opening up the opportunities for the companies in this sector.
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Top 5 Logistics Companies in India by Growth
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The Indian government's large-scale infrastructure spends directly impact the logistics sector. Watch out for these high growth logistics stocks that are primary beneficiaries.
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India is Becoming Part of Global Supply Chains. Here are the Facts and Opportunities
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The pandemic, in tandem with the changing geopolitical dynamics, has put the country in the spotlight as a promising supply chain hub.
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These midcap companies have the potential to deliver multibagger returns in the long term.
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Why You Should Have Semiconductor Stocks on Your Watchlist
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Blueprint for the Semiconductor War Profits
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As China tries to move up the technology supply chain with advanced chips, the US is getting wary.
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The Shift in Global Supply Chains Could Unlock Huge Opportunities in These Three Smallcaps
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Stocks to Target the EV Battery Supply Chain
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What I Find Exciting about Tata Steel and Boring Steel Stocks
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Both India and Turkey are set to change the global supply chain.
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Boring Steel Stocks Can Outshine Lithium In 2023
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Both India and Turkey are set to change the global supply chain.
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Why Mahindra Logistics Share Price is Falling
Feb 17, 2023
Shares of Mahindra Logistics hit their 52-week low recently. Find out why.
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Why Allcargo Logistics Share Price is Falling
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Shares of Allcargo Logistics have crashed 20% in the past two trading sessions. What lies ahead for this supply chain company?
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Why Gland Pharma Share Price is Falling
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Back-to-back weak quarterly results and supply chain disruptions sent Gland Pharma shares down over 50% in 2022. The downtrend has continued in 2023.
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What to Expect from India's Top EV Stocks in 2023
Nov 12, 2022
Increased demand for EVs will lead to higher sales, which will lead to more R&D, which will lead to even better EVs being produced. This cycle will continue until all cars and bikes sold are electric.
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Smallcap stocks are the right fit if you're willing to hold them for several years. Check out the companies which are well poised to grow.
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India's Top 5 Semiconductor Stocks and how They are Faring in 2022
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Supply chain disruption and high demand sent semiconductor stocks soaring in 2021. But how are they faring in 2022?
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India is Building. Here are 5 Stocks Benefiting from this Megatrend
Aug 22, 2022
Now is the right time to bet on these five stocks. Do you own any?
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