Shares of a logistics powerhouse rose 6%, on volume records. 300 million tonnes handled annually.
Policy implications: Sagarmala adds 200 berths.
Economic analysis: Trade at $1.2 trillion, logistics 14% GDP.
Consumer trends: E-commerce logistics 25% growth.
Market impact: Infra up 4%.
Innovation: Automated cranes speed 20%.
Challenges: Monsoon disruptions. Diversified.
12x P/E. 20% ROE.
Debt 3x EBITDA. Manageable.
Volumes sequential. Ports pivotal.
