India’s Logistics Sector: Unlocking Long-Term Opportunities

Key insights

1. 70% of India’s domestic freight is moved by owner-drivers and micro-fleet operators, who face rising diesel prices, financing costs, compliance expenses and driver shortages.
2. PM Gati Shakti and the National Logistics Policy aim to improve connectivity and remove bottlenecks, potentially helping organised logistics companies gain market share.
3. The government aims to bring logistics costs down from ~13–14% of GDP to single digits.
4. The National Logistics Policy targets a global top-25 Logistics Performance Index rank by 2030; India ranks 38th of 139 countries, up from 44th in 2018.
5. Port turnaround time has fallen from 44 hours to 26 hours (source: pmindia.gov.in).
6. 1,500+ infrastructure data layers are integrated between centre and states, and 30+ logistics systems are connected through ULIP.
7. 35 Multi-Modal Logistics Parks are under development, 40 air-cargo terminals have been built, 30 airports have cold storage and 60 airports support Krishi Udaan.
8. Consolidation, digitisation and supply-chain optimisation could strengthen organised logistics players over the long term; Care PMS continues to invest in such beneficiaries.