Logistics And Ports - Sailing Toward Bright Future: Motilal Oswal's Thematic View

Motilal Oswal Report

The logistics sector has undergone significant reforms and witnessed substantial infrastructure investments in recent years, establishing a robust foundation for sustainable growth. While traditional segments, full truck load and less than truckload, are expected to grow steadily (LTL expected to outpace FTL growth) due to an overall economic upturn, niche segments, such as 3PL and express services, are expected to experience faster growth of 13-15% CAGR over FY23-28E.

Organized players are likely to capture a larger market share, thanks to policy implementations like GST and e-way bill.

India's extensive coastline and increased investments in inland waterways, coastal shipping, and port privatisation initiatives by the government are expected to benefit companies like Adani Ports and JSW Infra, enabling them to handle a larger share of volume at Indian ports.

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