Watch this video to take a look at the layers of India's intricate logistics sector. Explore the silent movers and shakers that orchestrate the country's supply chain dance, from the digital corridors of e-commerce to the traditional routes of freight and beyond.
🔍💹 Delve into the financial narratives of three key players - Blue Dart Express, Delhivery, and VRL Logistics. In this analysis, we navigate through market nuances, financial health indicators, and growth strategies, offering a discreet peek into the investment perspectives surrounding these logistics stalwarts.
Whether you're a logistics connoisseur, an investor seeking strategic insights, or simply curious about the unseen threads weaving India's commerce tapestry, this video gently guides you through the realm of logistics intricacies and discreetly unveils the financial landscapes of these significant players. Sit back for a refined exploration into the heart of India's logistics narrative! 🚚🌿💼
00:00 Start
01:04 India’s logistics Market
02:39 Characteristics of India’s logistics sector
04:42 Logistics - Comparison
06:50 Overview of the sector
07:37 Multimodal logistics park
09:17 Government’s targets in the sector
10:36 Why has India’s logistics sector lagged behind?
13:25 Road Freight Performance - India
14:35 PL system explained
16:43 Industry Mix in the 3PL Market
19:28 Express Delivery Industry
20:49 Air Express Segment
22:37 Market Share Trend - Blue Dart
23:13 Fleet Trend
24:15 Shipments Trend
27:04 Transit time & price calculator
28:32 Financial Trend
29:45 Quarterly Financial Trends
30:27 Growth Plans of the Company
32:03 Con-call highlights
34:16 Risks and Concerns
35:31 Scenario Analysis - Blue Dart
37:32 Delhivery
38:33 Delhivery Technology Stack
39:48 Data Intelligence Capabilities
41:25 Company Journey
42:43 Revenue Breakup
44:05 Growth through E-commerce
45:52 PTL Segment
47:27 Acquisitions
47:50 Financials
49:35 How are different segments performing?
50:19 Shareholding Pattern
50:47 Valuations
51:22 Scenario Analysis - Delhivery
52:25 VRL Logistics
54:18 Branch Addition and Vehicle Addition
55:02 Revenue Breakup and Focus
55:39 Capacity
56:12 Quarterly Financials Trend
56:42 Promoters
57:25 Scenario Analysis - VRL Logistics
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