All you need to Know - Logistics Sector Primer

Logistics sector is a proxy to economic growth, we use this primer to better understand the macro trends within the sector.

May 05, 2025

Logistics Sector is a proxy to economic growth. With India’s push to become amongst the top 3 global super-powers in the world, Logistics is likely to be a key beneficiary.

We analyze the logistics sector, modes of logistics, how is freight bifurcated and the companies dealing in the logistics sector.

India's logistics sector, a critical backbone for trade and commerce, has historically faced challenges such as high costs, fragmented networks, and inefficient intermodal connectivity. However, over the last decade, several strategic reforms and infrastructure developments have significantly transformed this landscape. Key government initiatives like Bharatmala, Sagarmala, the implementation of GST, and the rollout of the National Logistics Policy are reshaping the sector.

India Freight Modal Share by Volume (2024) -

A proxy to road logistics sector is Commercial Vehicles sector. To read about the same, kindly refer -

https://cashcows.substack.com/p/all-you-need-to-know-2-automobile-686

Includes pipelines and other minor modes; minimal contribution to overall freight volume

National Highway & Expressway Development, Freight stats (FY2014–15 to FY2024–25) -

Indian Railways Infrastructure Development & it’s Freight stats (FY2014–15 to FY2024–25 -

Development of ICDs, CFSs, and AFSs in India (FY2015–16 to FY2024–25) -

India Port Cargo Volume and Capacity (FY2015–FY2025) -

Overview of key Inland Container Depots (ICDs), Container Freight Stations (CFSs), Dry Ports, Major & Transshipment Ports, Gati Shakti Cargo Terminals (GCTs), and Land Ports that are currently under development or planned in India -

Multi-Modal Logistics Parks (MMLPs)

Gati Shakti Cargo Terminals (GCTs) -

Freight Segment Wise Analysis -

Conclusion - Logistics is going to be a key cog in India’s GDP growth story. With changing shifts both on macro and micro front there are a lot of companies who’ll be in the forefront of growth. We will be using this primer to build upon researching on companies within the sector.

Disclosure - We are not registered under SEBI. All information above is based on public sources and due diligence conducted by us. We may or may not have invested in stocks which we have written about.

For other posts - Kindly refer to -