EP 21: The Invisible Backbone How India's Logistics Sector Really Works And Why Most Investors Get It Wrong

Most people think of logistics simply as trucks moving boxes, but as we look at the landscape in 2026, it is actually the ultimate leverage play on India's massive GDP ambitions.I recently dug into how this sector truly operates and here is what most are getting wrong- The Cost Myth: We are no longer stuck at 13% to 14% logistics costs. Primary data shows it has already dropped to 7.97 percent of GDP.- The Valuation Trap: Applying the same EV/EBITDA multiple to a heavy asset port and a light asset tech delivery network is a massive category error.- The Rail Advantage: Dedicated Freight Corridors are making rail freight nearly six times cheaper than road transport, completely changing our structural bottlenecks.A quick heads up that I am not SEBI registered, so please do not take this as investment advice. Always consult your financial advisor!Check out the full breakdown in the link below to see how smart capital is positioning itself in this space.https://open.substack.com/pub/spicapitalresearch/p/the-invisible-backbone-how-indiasFound this interesting? Follow Shubham Singh for more such insights.👉 Join our Community Channel for FREE on WhatsApp:https://whatsapp.com/channel/0029VbCUIyF3AzNIZAA6GX0K👉 Check my deep dives on various topics on Substack.https://spicapitalresearch.substack.com/👉 Also if you are on insta (of course you are), Follow me on Insta.https://instagram.com/spicapitalresearch