THREE STOCKS THAT CAN BENEFIT FROM INDIA'S SHIFT TO MULTIMODAL FREIGHT
India is now focussing on multimodal transportation system. The PM Gati Shakti plan integrates railways, roads, and ports, replacing isolated planning with a cohesive strategy. Dedicated freight corridors, rail-linked cargo terminals, and port connectivity projects are central to this effort. The aim is to shorten transit time and lower logistics costs. As a result, freight is gradually shifting towards organised and integrated routes.
While multimodal infrastructure takes time to build, but once networks and terminals are in place, volumes tend to grow steadily. Companies linked to rail evacuation, ports, and integrated freight movement benefit as utilisation improves. Policy support under Gati Shakti also reduces execution risk. The payoff, while slow, is structural.
Three companies that stand to benefit from this model are