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 ecommerce 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 Concall 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 Ecommerce
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

Complete Fundamental Stock Analysis Tool Stockometer:
https://investyadnya.in/stockometer

Research Based Readymade Model Portfolios:
https://investyadnya.in/modelportfolios

Comprehensive Mutual Fund Reviews:
https://investyadnya.in/fundometer

Yadnya Books and eBooks now available:
On Amazon https://amzn.to/2XKtlks
On our website https://investyadnya.in/books

#InvestYadnya #YIA

LEGAL DISCLAIMER:

Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.


DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:

Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.