Role of Technology in Supply Chain Stocks

Tech = Supply Chain Superpower

– AI, IoT, and automation improving delivery speed
– EVs, drones & route optimization saving costs
– Digital-first firms are growing faster

Tech-Led Stocks in Supply Chain

– Delhivery – Built on automation, AI, and data science
– Ecom Express (if listed) – Focus on AI-based delivery
Mahindra Logistics – Investing in EV fleets and automation

Why Tech Is a Differentiator

– Better TATs, real-time tracking = customer satisfaction
– Higher margins through efficiency
– Tech adoption = scale without heavy assets

Tech Challenges in Logistics

– High cost of tech implementation
– Integration issues across legacy systems
– Low digital literacy in last-mile workforce

Investment Insights

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