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Logistics activity has picked up significantly in recent months, driven by a pickup in economic activity and lifting of Covid-19 related restrictions.
Inventory pile-up ahead of the upcoming festive season remains strong, and all indications point towards elevated demand for logistics over the next several months.
In this backdrop, we hosted a ‘Logistics Day’ to interact with various stakeholders (fleet operators, e-commerce players, members of the trucking association, and large transporters) to check on the ground realities.
A summary of the key takeaways is provided below, followed by a detailed analysis:
Volumes have risen in the last few months due to pent up demand and the onset of the festive season.
The demand momentum is expected to continue in Q3, but may taper down slightly by Q4 FY22.
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