January 10, 2025

#478 Growth and Challenges in Supply Chains and Multi-modal Logistics with Vineet Agarwal

40 minutes

This week financial journalist Govindraj Ethiraj is joined by Vineet Agarwal, Managing Director at the Transport Corporation of India Limited. Agarwal discusses the current state of the logistics sector, from growth opportunities and profitability to the challenges and implications of supply chain disruption. You’ll learn about all things supply chain management whether it be for quick commerce, warehousing, multi-modal logistics or the complexity of shifting supply chains. He also discusses the formalisation of sectors, the demands of compliance, and what affects the cost of logistics. Tune in for a 360 view of the logistics industry from one of its biggest players.

(00:00) - Intro Logistics sector/industry

(02:02) - Quick commerce, Kirana stores, Dark stores,

(05:33) - Supply Chains of e-commerce vs Kirana stores

(07:15) - Products coming from multiple factories

(08:11) - Warehouse fulfilment level is where they operate. Delivery costs are the highest costs.

(09:50) - History of the TCI. The business has changed, but the value system has not changed

(11:41) - Working with all industries - auto, defence, etc. Offering a service without damages

(12:47) - Domestic manufacturing, supply chain localisation due to supply chain disruption

(14:49) - Complexity of shifting supply chains

(17:20) - Multimodal logistics. Bringing down logistics cost

(19:47) - The Shipping side of TCI

(22:00) - What do Corporates want

(23:00) - Tracking has become hygiene

(24:21) - How does granular information add value

(25:50) - Where is the growth opportunity

(28:11) - Compliance needs

(30:21) - Profit growth for TCI

(32:30) - How do customers indicate growth opportunities

(34:33) - Chocolate

(35:53) - Speed increases cost

(37:13) - What to look forward in the upcoming budget

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