Why the Logistics Industry Is Booming in 2025

India’s Supply Chain Revolution

– Massive infra push under PM Gati Shakti & National Logistics Policy
Surge in e-commerce, quick-commerce, and D2C brands

What’s Driving the Boom

– ₹100 lakh crore infra investment planned through 2025
GST-driven warehouse consolidation across India

Why It Matters for Investors

– Asset-light logistics firms scaling profitably
Strong demand = pricing power & margin expansion

Why They Offer Value

– High capex needs for infra-heavy players
Regulatory hurdles in multi-state compliance

Investment Insights

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