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ICICI Direct Report
Q2 has seen a revival in logistics activity on a YoY basis, driven by a pick-up in trade activity across a spectrum of industries.
However, on a QoQ basis, a mixed trend emerges, with the road sector leading the march with 25-30% growth in E-way bills and ports and rail export-import segment showing a muted performance.
Exim container trade continues to face challenges (September saw a further dip), due to rising manufacturing consumption in the west and container shortages in the east (container imbalance due to uneven macro trade) leading to higher ocean freight charges.
Air cargo segment continues to remain a beneficiary of continued strong growth in sectors like e-commerce, pharmaceuticals, etc.
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