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

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..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..Click on the attachment to read the full report:.NMDC - H2 FY25 To Have Price, Volume Recovery: Yes Securities.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

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

Outlook remains bright for organised players, says the brokerage.

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

Outlook remains bright for organised players, says the brokerage.

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