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Image Showing a Weight Balance with a Ship on one side and a Truck on the other, symbolizing the two different DNAs of logistics businesses in India.
Notes3 days ago

Logistics in India: Two Businesses, Two DNAs

INSIGHTS

Gateway Distriparks benefits from rail-linked Inland Container Depots, driving higher margins and sticky revenue via double-stacking efficiencies.

SJ Logistics operates an asset-light model, leveraging freight forwarding and 3PL to scale revenue rapidly with minimal capital expenditure.

Heavy reliance on external port infrastructure and EXIM trade cycles exposes both firms to global demand volatility and freight rate fluctuations.

Arhan Mandapwala - Author

8 min read

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