In this episode of the State of Economy Podcast, businessline’s Abhishek Law speaks with Anshul Singhal, Managing Director of Welspun One, an integrated fund and development management platform pioneering India’s first warehousing-focused alternative investment fund.
The podcast begins with discussing about India’s rapidly expanding warehousing market. Singhal provides a comprehensive overview of the market, highlighting the impressive 15-19% CAGR in demand, and suggests that the real numbers, especially in Tier 2, 3, and 4 cities, could be closer to a staggering 25%.
He discusses the projected growth of the real estate sector, from $300 billion to a trillion by 2030, and how warehousing plays a crucial role in this expansion. Singhal emphasises the connection between consumer behaviour and warehousing demand, explaining how the rise of e-commerce, quick commerce, and omni-channel retail has fueled the need for efficient logistics solutions.
The conversation also touches upon the Indian budget and its impact on the warehousing sector. Singhal shares his positive outlook on the budget’s investment-friendly reforms, particularly those related to infrastructure spending, and simplified land acquisition.
