Whalesbook
Yeh sirf Delhi-NCR ki baat nahi hai, poore India mein logistics ka scene change ho raha hai.
Colliers India bata raha hai ki desh ke 13 bade 'clusters' se 75% tak leasing aur supply ho rahi hai. Farukh Nagar (31.5 million sq ft Grade A) aur NH-48 (26.6 million sq ft) bhi isi list mein hain. Sab isliye ho raha hai kyunki wahan infrastructure mast hai, transport connect achha hai aur logon ke paas bhi hai.
Is growth ka bada reason hai manufacturing, e-commerce aur government ki policies jaise PLI schemes aur Gati Shakti plan. 'China Plus One' strategy bhi chal rahi hai, jisse companies India mein aa rahi hain. Institutional investors bhi bhar bhar ke paisa laga rahe hain, specially Grade A warehouses mein. Pata hai, Grade A stock 2021 se ab tak lagbhag double ho gaya hai, 299.2 million sq ft tak pahunch gaya hai Q1 2026 tak. Mumbai ka Bhiwandi toh sabse bada hub bana hua hai 42.1 million sq ft ke saath.
Par bhai, har chamakti cheez sona nahi hoti. Itna sara business jab 13 hi clusters mein jam ho gaya hai na, toh competition bhi bahut badh jayega. Isse rents aur profit kam ho sakte hain. Agar e-commerce ya manufacturing mein slowdown aaya, toh yeh concentrated model phas sakta hai. Aur India mein logistics ka cost abhi bhi GDP ka 13-14% hai, jo duniya se zyada hai. Iska matlab abhi bhi bade structural issues hain.
Phir bhi, future ka scene kaafi bright lag raha hai. Colliers expect kar raha hai ki rents saal mein 5-10% tak badhenge. Aur Grade A stock toh 28% per year tak badhne wala hai 2029 tak. Connectivity, policy support aur manufacturing badhne se yeh active clusters aur zyada grow karenge. Bas ab thoda tech aur sustainability ka bhi game chalega.