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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.
Notes17 Apr, 2026

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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Notes
Apr 17, 2026

Logistics in India: Two Businesses, Two DnAs

India’s logistics market is already massive — roughly USD 246 billion today — and is expected to grow to USD 362 billion by FY30. That is not small...

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