Container Logistics (CFS & ICD) Market in India 2015

Slide 1: Executive Summary

Macroeconomic Indicators

Slide 2: GDP at Factor Cost: Quarterly (2011-12 - 2014-15), Inflation Rate: Monthly (Jul 2013 - Dec 2013)

Slide 3: Gross Fiscal Deficit: Monthly (Feb 2013 - Jul 2013), Exchange Rate: Half Yearly (Apr 2014 - Sep 2014)

Slide 4: Lending Rate: Annual (2011-12 - 2014-15), Trade Balance: Annual (2010-11 - 2013-14), FDI: Annual (2009-10 - 2012-13)

Introduction

Slide 8-12: Logistics Market Overview - India, Logistics Performance Indicator (2010 - 2014), Logistic Market Size & Growth (2013 - 2018e), Logistics Sector Segmentation based on Service Areas, Container Traffic Scenario in India, Containerization Levels - India vs. Global (2012-13), Container Logistics Segments, EXIM Services - Value Chain and Container Logistics Market - Supply Chain

Market Overview

Slide 14-32: Asia - Container Logistics Market Overview - India, CFS and ICD Market Size & Growth - volume wise (2013 - 2018e), CFS and ICD - Revenue based Segmentation (2012-13), Variation of Container Traffic for Major Ports (2012-13 to 2013-14), Inland Container Clusters - Indian Cities, Critical Success Factors for CFSs and ICDs, Exim Container Supply Chain in India - Growth Opportunity, Estimated Investment - Future Scenario, Containerization Penetration in India (2009 - 2013), Vessel Traffic, Major Ports (2012-13), Strategic Insights, ICDs in India, Market Segments - Snapshot, Operations and Centre of Activities of CFSs and ICDs

Development of the Port Sector

Slide 34-37: Ocean Shipping and Operational Modes, Growing Demand for Container Transport, Share of Container Traffic in Total Trade (2013-14), Sea Freight - Market Size and Growth (2005 - 2014), Maritime Agenda: Vision 2020, Capacity Creation-Maritime Agenda (2009-10 - 2019-20)

Prerequisite and Regulations

Slide 39-45: Approval Procedure of CFS & ICD and its Implementation, Archaic Legislation, Procedures for Import and Export through ICDs, Export and Import Cycle w.r.t. ICDs and CFSs

Government Initiatives

Slide 47-62: FDI Regime - Sectors Pertaining to the Transport and Logistics Industry, FDI Equity Inflows over the Years (2008-09 - 2012-13), FDI in Logistics Sector (2009-10 - 2012-13), FDI in Transport and Infrastructure (2013, Jan - Sep ), Sources of Income for the Port Sector (2007-12 - 2012-17e), Capacity Expansion and Investment Opportunities along East Coast Ports, Investment Scenario (2010 - 2020), Shipbuilding Subsidy and Investments, Private Investment in Logistics Parks and FTWZs, Container Terminal Privatization, Planned Investment on Projects - JN Port (2010 - 2020), Investment Scenario at Major Ports, Routes of Foreign Investment in India, Pros and Cons for Foreign Investors in Storage Based Segment such as CFSs & ICDs

Drivers & Challenges

Slide 64: Drivers & Challenges - Summary

Slide 65-74: Drivers

Slide 75-80: Challenges

Key Issues

Slide 82: Technical Inefficiency, Production Scale Inefficiency, Size of Ports and Regional Patterns

Trends

Slide 84-87: Modes of Transport - Comparative Analysis, Comparisons of CO2 Emissions across Transport Modes, Emission Levels across Vehicles, Improvement Needs at Dry Ports

Competitive Landscape

Slide 89: Container Rail Players with CFS - Summary

Slide 90: Porter's Five Forces Analysis

Slide 91-95: Competitive Benchmarking

Slide 96-120: Major Public Players

Slide 121-145: Major Private Players

Direct Investment Scenario (Public Companies)

Slide 147: Direct Investments Scenario - Summary

Slide 148-151: Total Investments - Sector-wise, Sector Specific Investments - Geography-wise, Sector Specific Investments - Segment-wise, Investment Snapshot (except Sanco Trans Ltd.)

Slide 152-153: Disclosed Suppliers and Strategic Alliances within the Last Two Years

Strategic Recommendation

Slide 155-157: Investment Recommendation for Investors, Recommendations for Foreign Investors While Entry, Improving Efficiency of Container Ports

Appendix

Slide 159: Key Ratios Description

Slide 160: Sources of Information