“We anticipate a 20 percent surge in cargo volumes by FY26, driven by US$50 billion in IT and infrastructure upgrades across supply chains.”
The 26–27 percent tariffs imposed by the Trump administration on Indian exports could initially dent logistics revenues by up to $10 billion annually. However, with U.S. importers seeking alternatives to China’s 54 percent tariff-laden exports, India stands to gain a US$5 billion window of opportunity. We anticipate a 20 percent surge in cargo volumes by FY26, driven by US$50 billion in IT and infrastructure upgrades across supply chains. If leveraged smartly, this shift could also narrow India’s US$63 billion trade deficit by 8–10 percent. It’s a pivotal moment for Indian logistics to cement its role as a global trade enabler.”
By Lancy Barboza, Managing Director, Flomic Global Logistics
