Mahindra Logistics - Slowdown In The Auto Sector Poses Near-Term Challenges: Motilal Oswal
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Motilal Oswal Report
We released our logistics thematic report recently, wherein we have stressed on the growth potential of the Indian logistics sector and the upcoming opportunities for value added services players like Mahindra Logistics Ltd.
The auto sector has been facing challenges due to semiconductor shortages, which is impacting auto production and the requirement for logistics activity. However, non-auto verticals like consumer and e-commerce are expected to do well with an improved demand outlook.
The easing of fuel prices (on account of excise duty cuts) will comfort margin.
Over the long term, we expect Mahindra Logistics to benefit from a pickup in industry growth, growing need for integrated solutions, and the company's strong presence in the third-party logistic segment.
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