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Pioneering a Digital-First Financial Future: Jio Financial Services Performance & Strategy

 Financial Sector Growth: India & Global Outlook India's financial sector is witnessing robust growth, with NBFCs gaining momentum through rising credit demand and strategic fintech alliances. Digital-first models are reshaping banking and lending, particularly with UPI-led payments growing at over 30% CAGR. Traditional banking is evolving with increased tech adoption, while non-banking lenders are capturing underserved segments. Regulatory reforms and a push for financial inclusion are enhancing credit access and market depth. The sector is projected to grow at 11–13% CAGR over the next five years. Globally, digitization, AI, and ESG-focused lending are redefining financial ecosystems, with a 6–8% CAGR expected through 2029. India’s financial services sector has shown robust growth, driven by digital innovation, regulatory reforms, and increased financial inclusion: - The NBFC sector continues to expand, supported by rising credit demand and fintech partnerships. - Digital pay...
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Allcargo Logistics Ltd and the Growing Demand in India’s Expanding Logistics Sector!


"Business Highlights and Macroeconomic Environment” Commentary by management

The company is implementing a restructuring scheme where the international supply chain business will be demerged into AllCargo ECU, while the express and contract logistics businesses will consolidate into AllCargo Logistics. This will simplify operations, enhance management efficiency, and improve financial flexibility for growth.

Macroeconomic Outlook: Global trade remains subdued due to inflation and elevated interest rates, but demand is expected to improve in the second half of 2024. A reduced supply of shipping capacity, due to the Red Sea crisis, has led to higher freight rates, although volume growth remains modest in the short term.

Cost Reduction Initiatives: The company has begun cost-cutting measures, such as outsourcing and digitization. While some severance costs will be incurred in Q1 2024, the full benefits of these changes are expected to improve profitability starting April 2024.

Business Performance:-

International Supply Chain: Profits have stabilized, and with cost reductions and global trade recovery, profits are expected to improve from Q2 2024.

Domestic Logistics: Strong economic environment and a healthy contract logistics pipeline support growth. However, express logistics volumes increased, but lower yield affected bottom-line growth.
  
Allcargo Gati Business: Detailed updates have been shared separately in the AllCargo Gati call, as it is a separately listed entity.

Logistics Demand and Growth in India:-

The logistics sector in India is witnessing robust growth, driven by factors like economic expansion, booming e-commerce, and infrastructure improvements. With the rise in manufacturing, exports, and online shopping, the demand for logistics services—ranging from road transport to warehousing and cold chain logistics—is soaring.

India’s logistics market is valued at around $250 billion and is expected to grow at a rate of 10-12% annually, reaching over $400 billion by 2025. Key drivers include:

E-commerce Growth: Increased online shopping is boosting last-mile delivery and warehousing needs.

Infrastructure Boost: Government initiatives like *Bharatmala* and *Sagarmala* are enhancing transportation networks, improving efficiency.

Manufacturing Push: The *Make in India* program is increasing demand for efficient supply chains.
GST Impact: The introduction of GST has simplified logistics by reducing cross-border taxation.

Despite these growth drivers, challenges remain, such as congestion at key ports and a shortage of skilled labor. However, the adoption of technology, such as AI and automation, is helping streamline operations. Overall, the logistics sector in India is set for continued expansion, with increasing investments in infrastructure and digital solutions helping fuel its growth.


"With growing demand, evolving infrastructure, and technological advancements, India’s logistics sector is poised for a transformative future, driving efficiency and growth across industries."


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