E-Commerce Growth & Its Impact on Logistics Stocks

Value Investing Works in Mid-Caps Too

– India’s e-commerce market expected to cross $180B by 2025
– Rise of same-day & hyperlocal delivery
– Startups & D2C brands boosting logistics volumes

How It Impacts Logistics Stocks

– Increased demand for last-mile delivery services
– Higher volume = better operating leverage for logistics firms
Shift toward tech-enabled and scalable logistics platforms

Why This Trend Matters for Investors

– Logistics revenue grows alongside online order volume
– High retention rates from e-commerce clients
– Creates consistent demand across festive and non-festive seasons

Challenges You Should Track

– Price wars in fast delivery can reduce margins
Manpower shortages and delivery delays

Investment Insights

– Focus on 2–3 year horizon
– Buy low, wait for re-rating