Feb. 25 at 1:01 PM
🚚📦 Logistics Theme Heating Up — Infra Push + China+1 Tailwinds
Sector seeing strong structural momentum with National Logistics Policy, DFC rollout and ₹5.98L cr infra spend driving efficiency gains.
👀 Stocks on watch:
$DELHIVERY.NSE → Strong RS 85 with A- demand; PTL growth + improving profitability
$BLACKBUCK.NSE → Digital freight play with strong revenue momentum; solid technical strength
$VRLLOG.NSE → Margin expansion + fleet modernization supporting steady growth
$CONCOR.NSE → DFC commissioning long-term positive though near-term strength muted
$SCI → RS 89 with strong demand; trade growth tailwind
⚡ Theme backed by policy support + efficiency gains — keep on radar
#StocksToWatch #Logistics #IndiaMarkets #Investing #Momentum