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LOGISTICS IN INDIA 2012

Understand Industry Structure Evaluate Sector Trends Estimate Market Potential Identify Investment Opportunities

India Infrastructure Research

Table of Contents
SECTION I - MACRO OVERVIEW
1. Logistics Sector Overview - Introduction - Logistics and Economic Development - Market Size and Growth - Key Trends - Growth Drivers - Investment Opportunities - Risks and Concerns - Conclusion 2. Key Recent Developments - Introduction - Policy and Fiscal Changes - Initiatives through Union Budget 2012-13 - Development on Projects - Private Equity - Industry Moves - Conclusion 3. Investment Needs and Opportunities - Introduction - Investment Requirement (2012-17) - Financing Models - Rate of Return (Historical and Expected) - Upcoming Projects and Investment Opportunities - Conclusion 4. New Market Opportunities - Introduction - Project Cargo Logistics - Reverse Logistics - Automation and Technology - Container Logistics - Value-added Services - Transshipment of Cargo - E-Commerce - Conclusion 5. Key Customer Segments - Introduction - Automobiles - FMCG - Food Processing - Pharmaceuticals - Retail - Chemicals 8. 7.

SECTION II - LOGISTICS SEGMENT ANALYSIS

6. Air Freight - Introduction - Segment Size and Growth - Cargo Infrastructure at Airports - Key Trends - Policy, Regulatory and Fiscal Framework - Key Issues - Key Players - Segment Outlook Road Freight - Introduction - Segment Size and Growth - Trucking Industry - Size and Structure - Freight Volume Versus Infrastructure - Key Trends - Policy, Legal and Regulatory Framework - Key Players - Issues and Concerns - Segment Outlook Rail Freight - Introduction - Segment Size and Growth - Freight Volume Versus Infrastructure - Policy Framework - Fiscal Framework - Government Initiatives - Key Trends - Key Players - Issues and Concerns - Segment Outlook Marine Freight - Introduction - Segment Size and Growth - Fleet Composition - Policy and Fiscal Framework - Key Trends - Key Players - Issues and Concerns - Segment Outlook

9.

10. Warehousing - Introduction - Segment Size and Growth - Policy and Fiscal Framework

- Government Initiatives - Key Trends - Key Issues - Key Players - Segment Outlook 11. Cold Storage - Introduction - Segment Size and Growth - Policy and Fiscal Framework - Government Initiatives - Key Trends - Key Issues - Key Players - Segment Outlook 12. Express Logistics - Introduction - Segment Size and Growth - Key Trends - Policy Framework - Regulatory and Fiscal Framework - Key Players - Issues and Concerns - Segment Outlook 13. Inland Container Depots and Container Freight Stations (ICDs and CFSs) - Introduction - Segment Size and Growth - Container Traffic - Key Trends - Key Players - Key Issues - Segment Outlook 14. FTWZs and Logistics Parks - Introduction - Economics of FTWZs - Rationale Behind FTWZs - Experience So Far - Key Upcoming Projects - Issues and Concerns - The Way Forward - Overview of Logistics Parks 15. Appendix

About Us
India Infrastructure Research is a division of India Infrastructure Publishing Private Limited, a company dedicated to providing information on the infrastructure sectors through magazines, conferences, newsletters and research reports. It publishes five magazines - Indian Infrastructure, Renewable Watch, Power Line, tele.net and Gujarat Infrastructure. India Infrastructure Research publishes research reports in the areas of power, oil & gas, ports & shipping, roads & bridges, telecommunications, aviation and water. Our reports are acknowledged as high-quality, user-friendly, up-to-date, accurate and comprehensive sources of information. Our clients include most organisations involved in the infrastructure sectors multinationals, top Indian corporates, commercial and investment banks, consulting companies, public sector companies, government agencies, multilateral agencies and legal firms.

Release Date: 11 October 2012

No. of pages: 313 India Infrastructure Research

List of Tables and Figures

LIST OF TABLES
India's Macroeconomic Indicators (% growth) Growth of Indian Logistics Industry (million tonnes) Financial Performance of Key Logistics Companies Increasing Diversification by LSPs in India Current and Projected Market Size of Few End-User Industries Investment Projections for Indian Transport Industry (Rs billion) Mode-wise Traffic versus Network Expansion during FY 2008-12 Quality and Efficiency of India's Transport Infrastructure Logistics-related Policy, Regulatory and Institutional Reforms Undertaken/Proposed in the Past One Year Central Plan Outlay for Logistics Related Sector (Rs billion) Key Completed Logistics Services Sector Projects (August 2011-September 2012) PE deals in the Logistics Services and Transport Sector Mergers and Acquisitions in the Logistics Services Sector Twelfth Plan Investment Projections for Indian Logistics Industry Transport Sector-wise PE Deals during FY 2008-13 Sources of Finance for Transportation Logistics Investment Opportunity under NHDP in the Twelfth Five-Year Plan (Rs billion) Yet to be Awarded Mega Projects of NHAI Upcoming Investment Opportunities under DMIC Few Upcoming Logistics-related Projects Fastest Growing Logistics Companies General Characteristics of ODC Cargo Comparison of Few Technologies Automation Requirement of Activities at Border Check Posts Upcoming CFSs/ICDs by Private CTOs VAS Provided by Few LSPs in India Logistics Cost of Various Sectors FDI Inflow in FMCG Industry (January 2000 to June 2012) Production of Major FMCG Items during FY 2007-11 FDI Inflow in Food and Beverage Industry during 2000 to June 2012 Financial Projections for MFPs and Scheme for Mini Food Parks during Twelfth Plan (Rs million) Geographical Distribution of Pharmaceutical Manufacturing Units in India Net Sales of Major Pharmaceutical Companies during 2008-12 (Rs billion) Projected Growth of Pharmaceutical Sector (Rs billion) Major Retailers in India FDI Inflow in Chemical and Fertiliser Industry during 2000 to June 2012 Production of Major Chemicals in India during FY 2007-12 ('000 mt) Imports and Exports of Major Chemicals during FY 2008- 11 (Rs billion) Details of Operational/Proposed PCPIRs Efficiency Norms for Air Cargo Terminal Warehouses Comparison of Dwell Time at Major Airports across the World Operating hours of Customs at Leading Airports across the World Freight Traffic handled by Air India during 2009-12 (tonnes) Financial Performance of Air India during FY 2008-12 (Rs million) Freight Traffic handled by IndiGo during 2009-12 (tonnes) Freight Traffic handled by Jet Airways during 2009-12 (tonnes) Financial Performance of Jet Airways Limited during FY 2008-12 (Rs million) Freight Traffic handled by Kingfisher Airlines during 2009-12 (tonnes) Financial Performance of Kingfisher Airlines during FY 2008-12 (Rs million) Progress under the Central Government Programmes for Road Development (km) Impact of Diesel Price Hikes on Truck Rentals Laws Governing Road Freight in India Base Rate of Fee on National Highways (Rs per vehicle per trip) Financial Performance of Transport Corporation of India during FY 2008-13 Financial Performance of Patel Integrated Logistics during FY 2008-13 (Rs million) Financial Performance of Associated Road Carriers during FY 2006-10 (Rs million) Average Speed on Trunk Routes Projected Road Freight during Twelfth Plan (BTkm) Technological Options for Reducing Fuel Consumption in Trucks Commodity-wise Rail Freight during FY 2011-12 Growth in Rail Freight Volume and Infrastructure during FY 2008-11 Key Changes in Private Freight Terminal Policy Investment Requirement for Modernisation (Rs billion) An Update of the DFC Project (as of July 2012) PE and PIPE Transactions in Rail Infrastructure and Services Sector during FY 2008-13 IR's Current ICT Projects for Freight Segment Efficiency of IR's Freight Operations Cost Economics of Road v/s Rail for Freight Movement Details of Container Train Operators in India Financial Performance of Concor during FY 2008-13 (Rs billion) Financial Performance of Gateway Distriparks Limited during FY 2008-13 Financial Performance of Arshiya International Limited during FY 2008-13 Financial Performance of Inlogistics during FY 2007-10 (Rs million) Projected Growth in Freight Traffic in the Twelfth Plan Composition-wise Projected Growth in Freight Traffic (mt) Traffic Carried through Inland Waterways during FY 2008-12 Cargo Carried by Indian Flag Vessels during FY 2010-12 (mt) Key Acts and Policies Affecting Maritime Transportation of Goods Fleet Profile of Shipping Corporation of India (as of July 1, 2012) Financial Performance of Shipping Corporation of India during FY 2008-13 Fleet Profile of GE Shipping (as of May 2012) Financial Performance of GE Shipping during FY 2008-13 (Rs billion) Fleet Profile of Mercator Limited (as of June 30, 2012) Financial Performance of Mercator Limited during FY 2008-13 (Rs billion) Fleet Profile of Essar Shipping Limited (as of March 2012) Financial Performance of Essar Shipping Limited during FY 2008-13 (Rs billion) Aggregate Capacity and Capacity Addition at Major Ports during FY 2008-12 Logistics Performance Score for India vis-a-vis Other Asian Countries (2012) Traffic and Capacity Projections during Twelfth Plan (mt) Investment Requirement for Shipping Sector during Twelfth Plan (Rs billion) Agriculture Warehousing Capacity Available in India (mt) Regional Distribution of Industrial Warehouses in India List of Regulations Formulated Under the Warehousing Development and Regulation Act, 2007 Storage Capacity with FCI during 2006-12 (mt) Financial Performance of FCI during FY 2007-11 (Rs million) CWC Warehousing Capacity and Utilisation Financial Performance of CWC during FY 2007-13 (Rs million) Post-harvest Losses in Agriculture Produce (%) Major States producing Fruits and Vegetables that require Cold Storage Amendments to the Cold Storage Order over the Years Existing Government Schemes/Plans for Promoting Cold Storages in India Progress on Government Sponsored Cold Storage Schemes during Eleventh FiveYear Plan Prominent Deals in Cold Chain Industry Financial Performance of Snowman Logistics Limited during FY 2008-12 Financial Performance of Fresh and Healthy Enterprises Limited during FY 2008-12 Financial Performance of Adani Agrifresh Limited during FY 2010-12 (Rs million) Growth of Parcel/Mail Traffic through Rail and Air Routes (FY 2008-12) Financial Performance of Department of Posts during FY 2007-11 (Rs million) Financial Performance of Blue Dart Express Limited during 2007-12 (Rs million) Financial Performance of Gati Limited during FY 2008-12 (Rs million) Financial Performance of TCI XPS Division during FY 2008-13 (Rs million) Basic Difference between ICD and CFS Facilities Growth of CFS/ICD Business in India List of Private Players Granted Licenses to undertake Container Train Operations Operational Performance of ICD/CFS Business of Concor during FY 2008-12 Performance of ICD/CFS Business of Concor during FY 2008-13 (Rs billion)

Operational Performance of ICD/CFS Business of Central Warehousing Corporation during FY 2008-11 Performance of CFS/ICD Business of Central Warehousing Corporation during FY 2008-12 Details of CFS Facilities of Allcargo Logistics Limited Operational Performance of ICD/CFS Business of Allcargo Logistics Limited during 2009-12 Performance of CFS/ICD Business of Allcargo Logistics Limited during 2007-12 Operational Performance of ICD/CFS Business of Gateway Distriparks Limited during FY 2008-12 Performance of CFSs/ICDs Business of Gateway Distriparks Limited during FY 2008-13 Growth Projections of Container Traffic in India (million TEUs) Export of Key Containerised Commodities ($ billion) Upcoming ICD/CFS Facilities across India FTWZ vis-a-vis Other Facilities Benefits to Companies Operating through FTWZs Operational FTWZs in India List of FTWZs Granted Formal or In-Principle Approval

LIST OF FIGURES
Market Size of Indian Logistics Industry (Rs billion) PE Investment in Indian Logistics Services and Transport Sector during FY 2008-13 Twelfth Plan Investment Projections in Few Industries Demand Projections for Few ODC Cargo Share of Materials Recovered from Mobile Handsets and CEE Products in terms of volume (%) VAS Value Chain India's Transshipment Traffic Potential (million TEUs) Correlation between GDP and Domestic Automobile Sales (%) Market Share of Major Car Manufacturers and Two-Wheeler Manufacturers (%) (as of August 2012) Distribution of Automobile Manufacturing Units in India Trends in Automobile Production during FY 2008-12 (No. of vehicles) Trends in Automobile Domestic Sales during FY 2008-12 (No. of vehicles) Trends in Automobile Exports during FY 2008-12 (No. of vehicles) Projected Capacity and Production of Vehicles in India by 2016-17 Share of Various Companies in FMCG Segment in India (%) Distribution of Manufacturing Units of Major FMCG Players Supply-Chain of Procter & Gamble India Limited Mega Food Park Model Distribution of Mega Food Parks in India India's Share in Global Production of Processed Food (%) Export of Processed Food during FY 2007-11 (Rs billion) Wastage of Major Produce (%) Flowchart of Srini Food Park's Operation YoY Growth of Pharmaceutical Industry (%) Export and Import of Pharmaceutical Sector during FY 2007-11 (Rs billion) Dr. Reddy's Supply Chain Flowchart Share of Various Segments in Organised Retail (%) Logistics Model for the e-Fulfilment Centre Route Supply-chain of Spencer's Retail Limited Share and Geographical Distribution of Indian Chemical Industry (%) Growth in Air Freight Traffic during FY 2008-12 Distribution of Air Freight Traffic in 2011 (%) Growth Projections of Air Cargo Volume during 2010-31 Road Freight Traffic and GDP Growth during FY 2008-12 Ownership Pattern of Indian Trucking Industry (%) Composition of Operating Costs of Truck Operators (%) Indian Commercial Vehicle Industry (%)

Growth in Road Freight Volume and Infrastructure during FY 2009-12 (%) Trend in Road Freight Index as of June of each year Rail Freight Traffic and Earnings during FY 2008-12 Traffic Growth of Few Commodities Commodities Share in Overall Traffic (FY 2012) Country-wise Average Freight Index (2010) Cargo Traffic at Indian Ports (million tonnes) Growth in India's Export and Imports (%) Cargo Transported and Revenues Earned through Levies on Inland Waterways during FY 2010-12 Commodity Composition at Indian Ports in 2011-12 (%) Growth of Indian Tonnage and Fleet (FY 2008-13) Composition of Indian Fleet as of December 2011 (per cent of GRT) Efficiency Performance of Major Ports during FY 2008-12 Trend in Baltic Dry Index (January 2011-September 2012) Trend in Charter Rates for Container Vessels (January 2011-February 2012) ($) Container Traffic at Indian Ports during FY 2008-12 Price of Various Types of Vessels ($ million) Ownership Distribution of Agriculture Warehousing Capacity (%) Technology Usage Level of Warehouse Operators in India (%) Market Size of Indian Cold Chain Industry (Rs billion) Growth of Indian Cold Storage Industry during 2007-12 Capacity of Refrigerated Warehouses of the 20 Largest Country Markets (2010) Commodity-Wise Distribution of Cold Storages in India (%) State-wise Distribution of Cold Storages in India (%) (as on March 31, 2012) State-wise Average Capacity of a Cold Storage Unit (tonnes) Ownership Pattern of Cold Storages in India (%) Market Size of Express Cargo in India GDP Growth viz Growth in Express Industry Industry Structure of Express Logistics in India Ownership Distribution of ICD/CFS Facilities in India State-wise Number of ICDs/CFSs in India (as on June 30, 2011) Growth of Container Traffic Handled by Indian Ports during FY 2008-12 Port-wise Distribution of Total Container Traffic Handled in 2011-12 (%) Region-wise Distribution of Container Traffic and ICD/CFS Facilities in India (%) GDP , Trade and Containerisation Trend in India (%) Revenue Model for an FTWZ Supply Chain without the FTWZ (case of a global automobile manufacturer) Supply Chain with FTWZ (case of a global automobile manufacturer) Performance of FTWZ Segment of Arshiya International Limited during FY 2011-13

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