The Future of Drone Delivery & Related Stocks

Drones Are Reimagining Logistics

– India approves BVLOS trials for commercial drones
– Ideal for rural, healthcare & hyperlocal deliveries
Growing VC interest in drone-tech startups

Traits of a Value Mid-Cap

– Zen Technologies – Drone & simulation systems
– RattanIndia Enterprises – Drone logistics via Revolt tie-ups
Info Edge – Indirect exposure via drone-tech startup investments

Why Drone Logistics Has Potential

– Faster delivery in hard-to-reach areas
– Lower long-term operating cost than road
– Essential for high-value, urgent deliveries (e.g. medicine)

Challenges in Drone Delivery

– Regulatory delays and airspace rules
– Payload capacity still very limited
– Tech is early-stage – profitability is years away

Investment Insights

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