Dolat Capital: Logistics Sector Monthly Report - August 2020

Dolat Capital: Logistics Sector Monthly Report - August 2020

A truck transporting a shipping container drives through the Jawaharlal Nehru Port, operated by Jawaharlal Nehru Port Trust (JNPT), in Navi Mumbai. (Photographer Dhiraj Singh/Bloomberg)

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Dolat Capital Report

Total Container Rail volumes declined by 13% YoY (year to date (YTD) down 16% YoY) during July 2020.

Export Import (Exim) volumes dropped by 12% YoY after reporting down 21%/down 18% YoY growth in previous two months. YTD growth declined by 19.5%.

Domestic segment volumes registered decline of 16% YoY growth after reporting up 3%/down 28% YoY growth in previous two months.

Container volumes for major ports (in twenty-foot equivalent unit (Teu) terms) declined by down 15% YoY in July 2020 (versus approximately down 24%/down 36% YoY in June/May).

Total cargo volumes at major ports (including other commodities) declined 13.2% YoY in July 2020 (versus down 14.5% YoY in June 2020/up 3.4% in July 2019) led by down 24% decline in coal followed by down 22%/down 13% YoY fall in port of loading (POL) /container. Other cargo too declined by 6% YoY.

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Dolat Capital Logistics Sector Monthly Report August 2020.pdf
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