Pirojshaw Sarkari, CEO At Mahindra Logistics – Key highlights form the conversation:
✅ There is no one off incidence.
✅ Margin will continue to expand.
✅ Increase in value added services business to aid margins.
✅ Improved warehousing, distribution business post gst will help margin expansion.
✅ Consulting fee has reduced in the last quarter & will no longer be included from next year.
✅ Grew Non-Mahindra business by 32 percent.
✅ Focus on expanding the Non-Mahindra business.
✅ No significant impact as fuel escalation clause is built into the contract.
✅ Past eight months have been unprecedented for the logistics sector.
✅ All policy changes put together will increase efficiencies in the logistics sector.
✅ May witness consolidation of warehouses and networks.
✅ Looking at large format warehousing post GST, e-way bill introduction.
✅ Expect reverse logistics to become a key format in the e-commerce space.
