Blue Dart MD bets on chips, data centres and Tier-II push to power India's next logistics leap
MD Balfour Manuel says AI, semiconductors, data centres, FTAs and airport build-out will reshape Indian logistics. E-commerce now contributes 30% of Blue Dart's business with over 50% share of the air logistics e-commerce market, as the firm channels more than a third of capex into technology.
Blue Dart MD Balfour Manuel sees AI, semiconductors, data centres, FTAs and airport expansion driving logistics growth. E-commerce contributes 30% of business with over 50% air logistics share; focus shifting to Tier-II/III cities and speed-led delivery.
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