Thread on LOGISTICS: India has total population of around 1.39 billion. There are 1.10 billion mobile connection in India. Out of these connections only 624 million people use internet connections. Internet penetration in India is at around 45%. In next 3-4 years this…
…internet penetration will increase to around 55-60% since India will have the youngest population in the world. So basically consumption will mostly depend on the number of mobile and internet users since everything from insurance to grocery, grocery to opening of bank a/c …
… clothes, everything is easily available through mobile on just single touch. Taking advantage of growing internet and mobile users, companies are targeting through mobile apps and social media to sell their products directly. Many big companies like ITC, HUL, Tata consumer…
…and many other such companies have recently announced their Development in D2C segment. India’s D2C segment is expected to grow from $33 billion in 2020 to $100 billion in 2025. Recently Tata has taken over 1Mg online digital health company and has started to deliver…
…medicines in just 3-4 hrs, no other companies provide such fast delivery. And they are further planning to deliver it in just 1 Hr. All these shows India’s D2C and e-commerce segment is on great consolidation mode. But to increase the sale of companies through D2C and…
…e-commerce platform, companies need to provide good service and in D2C and e-commerce segment good service means delivering good as soon as possible. And to deliver goods fast one needs good LOGISTICS. Without good LOGISTICS which includes warehousing also one cannot just…
… deliver goods and increase their sales. This shows India’s LOGISTICS sector is highly undervalued. It will need huge funds to develop LOGISTICS sector in terms of live goods tracking and all. In short LOGISTICS sector will see a huge transformation from traditional way to..
…modern way, in short we will see huge shift from unorganized to organized LOGISTICS. HUGE HUGE foreign funds will invest in Indian LOGISTICS sector since Indian LOGISTICS sector is highly underrated and has very HUGE HUGE potential to grow. #Logistics

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More from @Pritesh7994

10 Jul
No one can judge Biyani accurately. Earlier also his business face debt issue, but he saved it by selling some of his business formats and he was once again in the game. This time also he could save his business easily since big players were interested in future group for some…
…stake.But since last 3-4 years his focus has been shifted from retail to Creating his own FMCG brands under Fconsumer.Earlier before covid Fconsumer’s yearly revenue was around Rs 4,000cr and it was the fastest growing FMCG company.But due to pandemic his retail business got..
…affected. Since his focus was shifted to FMCG brands he decided to sell his all other business except FMCG. He strike a deal with reliance retail. Shares will get merged into FEL. Shareholders of Future Consumer will get 9 shares of FEL for every 10 held. And base price of…
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18 Feb
NOCIL enjoys monopoly business. Only two companies are leaders in world for rubber chemicals. NOCIL (India) and Sunshine (China). Due to environment issues and anti china effect sunshine has reduced its production. Plus Indian government plans to put Anti dumping duty on ...
...PX-13 rubber chemical. India government has also put anti dumping duty on tyres. So tyre companies will also use tyres made in India for which they will require PX-13 rubber chemical. And NOCIL enjoys monopoly in it. All rubber products (tyres, footwear sole, gloves etc)...
...need PX-13 rubber chemical. To grab such opportunity NOCIL has recently completed its mega capex plan of Rs 450 crore for antioxidants and accelerators at its Dahej plant. This includes capacity addition for accelerator –TBBS-(N-tert-butyl-benzothiazole sulfonamide;...
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