Logistics Sector Check - Activity Near Pre-Covid-19 Levels; Outlook Bright: Motilal Oswal
BQ Blue’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 BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
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.
Click on the attachment to read the full report:
This report is authored by an external party. BloombergQuint 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 BloombergQuint.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.