Logistics Value Chain 2022 Update

We are pleased to present our views on the logistic landscape, doing so with the aim of helping increase transparency and communication between the companies themselves, as well as financial and strategic investors

Logistics and supply chain tech – Key themes

• Global Logistics and supply chain is a $11tn industry representing ~12% of global GDP as of 2021. This represents a TAM of ~$25bn for incumbent supply chain software market which is expected to grow at a CAGR of ~10% to reach $50bn by 2028

• Increased digitization: Companies have increasingly invested in the deployment of hardware sensors, cameras, open platform and IoT devices to help build a digital infrastructure with increased digital interoperability

• M&A: Strategic investments, in terms of deal value grew by 44% in 2021, as compared to 2020, with average EV/ Rev multiple of 4.6x and average EV/ EBITDA multiple of 13.2x for 2021 M&A deals*