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Logistics &
Supply
Chain.

Strategic intelligence across freight, warehousing, last-mile delivery, 3PL, cold chain, and supply chain technology — for operators, investors, and shippers navigating the radical restructuring of Asian logistics networks.

85+
Logistics engagements completed
13yr
Sector experience
10
Logistics markets covered
$1.1B
Decisions supported
Coverage Areas

Every node in the
logistics network.

01 · Freight & Surface Transport

Road Freight & Surface Logistics

Freight rate benchmarking, fleet operator economics, intermediary margin analysis, and competitive landscape mapping for road freight companies and logistics platforms competing in India's fragmented surface transport market.

Freight rate benchmarksFleet economicsIntermediary margins
02 · Warehousing & Distribution

Warehousing & Distribution Networks

Grade-A warehousing demand research, distribution network optimisation intelligence, fulfilment centre location analysis, and tenant WTP for logistics real estate developers and 3PL operators across key Indian corridors.

Grade-A demandDC location intelTenant WTP
03 · Last-Mile Delivery

Last-Mile & Hyperlocal Delivery

Unit economics benchmarking for delivery platforms, consumer willingness to pay for speed and convenience, rider ecosystem mapping, and competitive dynamics in India's rapidly consolidating last-mile delivery market.

Unit economicsConsumer WTPRider ecosystem
04 · Third-Party Logistics

3PL & Contract Logistics

Shipper outsourcing intent research, 3PL service gap analysis, contract renewal intelligence, and competitive benchmarking for 3PL operators seeking to win and retain enterprise logistics contracts across India.

Outsourcing intentService gap analysisContract intelligence
05 · Cold Chain Logistics

Cold Chain & Temperature-Controlled

Pharma cold chain demand, fresh produce throughput intelligence, cold storage capacity gap mapping, and investment feasibility for cold chain operators and infrastructure developers across South and Southeast Asia.

Pharma cold chainProduce throughputCapacity gaps
06 · Supply Chain Technology

LogTech & Supply Chain Platforms

TMS and WMS adoption research, shipper technology procurement behaviour, digital freight platform competitive landscape, and market sizing for supply chain technology companies targeting Indian enterprise and mid-market shippers.

TMS adoptionFreight platform intelMarket sizing

Questions we've answered for
logistics clients.

These are the actual questions clients bring to us. We've answered some version of each of them, multiple times, across multiple geographies.

What is the real unit economics of express parcel delivery in India at 2 million shipments per day — and which player is actually building toward profitability versus burning toward scale?
We're a global 3PL entering India. Which 3 sectors offer the fastest path to EBITDA positive, which enterprise shippers are genuinely open to switching, and which local players are acquisition targets?
Our last-mile delivery platform has CAC of ₹800 and LTV of ₹1,400. Tell us whether that math can work at scale or whether the business model is structurally broken.
We're acquiring a logistics technology company at 6x ARR. How real is the contract lock-in, what is shipper switching cost in practice, and which customers are at risk at renewal?
Who will own India's B2B freight platform market in 2027 — the digital-native startups, the large 3PLs building tech, or the PE-backed aggregators — and what's the defensible position?
Our cold chain network is running at 58% occupancy. Tell us whether the problem is pricing, sales, location, the customer mix, or structural oversupply in our corridors.
Logistics Case Studies

Evidence of
decisions made better.

LOG.01 · 3PL · India

$130M 3PL Market Entry Strategy

Global 3PL operator evaluating India entry via greenfield vs. acquisition. NEO ran shipper outsourcing intent research across 60 enterprise accounts, competitive 3PL benchmarking, and acquisition target shortlisting. Entry via acquisition recommended.

Acquisition route selected · 3 targets shortlisted
Read Case Study
LOG.02 · Last-Mile · India

Last-Mile Unit Economics: Independent Verification

Growth equity fund requested independent verification of a last-mile delivery platform's unit economics claims. NEO ran primary research with 200 delivery partners, 50 shipper accounts, and 1,000 consumers to verify stated CAC, AOV, and LTV.

Unit economics restated · Investment repriced
Read Case Study
LOG.03 · Cold Chain · Southeast Asia

$80M Cold Chain Platform Acquisition DD

Commercial due diligence on a Southeast Asian cold chain logistics business. Customer concentration verified, capacity utilisation validated through site research, and commodity-specific demand projections stress-tested.

Acquisition approved · Revenue assumptions corrected
Read Case Study
Logistics Intelligence

Latest logistics
thinking.

Market Report

India's B2B Freight Platform Consolidation: Who Survives, Who Gets Acquired, and What the Data Says

March 2026
Strategy Brief

The Indian 3PL Outsourcing Inflection: Which Sectors Are Ready and Which Shippers Will Actually Switch

January 2026
Due Diligence Note

LogTech Acquisition DD: Shipper Switching Costs, Contract Portability, and the ARR That Isn't Recurring

November 2025
Logistics Practice Leadership

The team behind
the intelligence.

NK
Partner & Logistics Practice Lead
Nikhil Kamath

16 years in logistics strategy and supply chain consulting. Led 45+ market entry, competitive intelligence, and M&A mandates across freight, warehousing, last-mile, and 3PL in South and Southeast Asia. Former BCG.

RP
Director — Freight & 3PL
Rahul Pandey

Specialist in road freight economics and 3PL market intelligence. 12 years of shipper research, carrier benchmarking, and logistics contract intelligence across India's surface transport and organised warehousing market.

AS
Director — LogTech & Last-Mile
Archana Srinivasan

10 years in logistics technology and last-mile delivery market intelligence. Specialist in unit economics benchmarking, platform competitive analysis, and demand-side research for India's digital freight and delivery ecosystem.

A logistics decision
you need to get right.
Brief the Logistics Practice →

Licensing Options

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Choose the access level that suits your organisation. All licences include the full report, methodology appendix, and structured data tables. Post-sale analyst support included.

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No printing / editing rights
8 hours of post-sale assistance by Market Analyst
5% or 16 hours customisation
Get Access →
Suitable for individual researchers
US $8,450
Report accessible to unlimited users
Rights to print / edit
40 hours of post-sales assistance by Market Analyst
20% or 70 hours customisation
Direct access to Lead Analyst
Organisation-wide intranet / presentation rights
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For enterprise-wide deployment

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