Extract Source: BOB Capital Report on Logistic, Page: 28
Extract Source: GATI Investor Presentation, Page: 15
Extract Source: GATI Investor Presentation, Page: 15
Extract Source: Edelweiss Logistic sector update: Page: 4
Industry Resources for Express Logistics Industry List of Resources to understand the Industry in detail. These reports together give a great start to understand the…
Logistics is not a regulated sector directly. However, a lot of licenses are required to operate in the space.
Different Products and Services offered by the Industry are –
1. LTL
2. FTL
3. Express Logistics
4. Rail
5. Air Express
6. 3PL
7. Warehousing
8. Value Added Services – Knitting, packing, Boxing
Demand for Express Logistics is directly related to the sectors that they are serving and the health of these sectors. So, demand is linked to –
1. Automobile and its parts
2. FMCG
3. Pharmaceuticals
4. Apparel and Lifestyle
5. Industrial Equipment
On the supply side, the lead time for new supply in transportation is very low, however, in warehousing, it takes time.