DHL Express is doubling down on India with a planned €1 billion investment by 2030, as part of its global ‘Strategy 2030.’ The move highlights growing confidence in India’s logistics sector, which is projected to reach US$ 546 billion by the end of the decade. India is likely to play a vital role in DHL’s goal of boosting global revenue by 50 per cent from 2023 baseline. A key driver: e-commerce logistics, forecast to grow at 9 per cent annually and hit US$ 11.14 billion by 2031. The company is targeting “sunrise” sectors including, life sciences, new energy, e-commerce, and digitalisation. In life sciences, DHL is expanding its capabilities with GDP-certified temperature-controlled facilities and the acquisition of CRYOPDP, strengthening its position in specialised pharma logistics. This segment alone could reach US$ 20 billion by 2030. E-commerce continues to be a strong growth engine, supported by investments in automation and network capacity. Success will depend on navigating evolving regulations, managing capital intensity, and addressing talent shortages, especially in emerging industries, such as electric vehicles and semiconductors.
