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Warehousing demand surges 15% as Mumbai leads a resilient March quarter leasing sprint

Warehousing demand surges 15% as Mumbai leads a resilient March quarter leasing sprint

India’s industrial and warehousing market stayed resilient in the March quarter as manufacturing and third-party logistics drove occupier activity across major cities. Leasing transactions rose 15% year-on-year to 19.3 million sq ft, with Mumbai posting the strongest momentum through a 66% jump in transactions. Rental values also moved up across key markets.

Summarised by Beize from a story on The Economic Times on 14 May 2026
India warehousing growth to cluster in 13 corridors capturing most Grade A demand and supply

India warehousing growth to cluster in 13 corridors capturing most Grade A demand and supply

India’s industrial and warehousing market is rapidly concentrating into 13 logistics and manufacturing corridors, which are expected to account for 70–80% of Grade A activity. Since 2021, these clusters have driven 75% of both demand and supply, powered by infrastructure buildout and manufacturing expansion. With momentum intact, rentals are set to keep rising.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Welspun One and Balmer Lawrie ink deal for 65000 sq ft warehousing expansion at JNPA SEZ

Welspun One and Balmer Lawrie ink deal for 65000 sq ft warehousing expansion at JNPA SEZ

Welspun One has signed an agreement with Balmer Lawrie to lease 65,000 sq ft of warehousing space at WTC Nhava Sheva within the JNPA SEZ. The deal is Welspun One’s first partnership with a government-owned company. Balmer Lawrie plans to expand logistics operations, with the facility expected to be operational by early 2027.

Summarised by Beize from a story on The Economic Times on 12 May 2026
Amazon India leases 2 point 78 lakh sq ft warehouse in Bengaluru Nelamangala

Amazon India leases 2 point 78 lakh sq ft warehouse in Bengaluru Nelamangala

Amazon India has leased nearly 2.78 lakh square feet of warehousing space in Bengaluru’s Nelamangala, underscoring the continuing demand for large logistics hubs in India’s e-commerce market. The arrangement begins with a sub-lease that starts in January, while rent will only commence in March 2026.

Summarised by Beize from a story on The Economic Times on 9 May 2026
IndoSpace bets big on tier II warehouses as demand shifts beyond metros — can first mover win

IndoSpace bets big on tier II warehouses as demand shifts beyond metros — can first mover win

IndoSpace is moving to capture the growing Grade A warehousing demand in India’s tier II markets, driven by e-commerce and FMCG storage needs. While major logistics players chase metro growth, IndoSpace plans to build new distribution hubs using its spread-out portfolio and risk tolerance. The challenge: turning smaller cities into reliable warehousing destinations.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Blackstone targets warehouse dominance in India but must take on risky property development bets

Blackstone targets warehouse dominance in India but must take on risky property development bets

Blackstone is already among India’s biggest warehousing players after rapidly expanding in about 18 months. It has acquired deals from prominent warehouse operators, but further leapfrogging likely requires moving beyond acquisitions into project development. That shift brings development and execution risks, even as warehouse demand keeps rising and competitors look to scale.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Warehousing faces steel shock and rising costs as rentals lag behind

Warehousing faces steel shock and rising costs as rentals lag behind

Warehouse builders are bracing for a tough stretch as steel prices—accounting for 30% to 40% of construction costs—surge alongside diesel, cement, and labour. With rents not moving fast enough, developers are betting that rental increases will absorb the ballooning costs and protect India’s warehousing growth momentum.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
NDR InvIT raises Rs 726.8 crore via preferential issue to turbocharge warehousing expansion

NDR InvIT raises Rs 726.8 crore via preferential issue to turbocharge warehousing expansion

NDR InvIT plans to raise Rs 726.8 crore through a preferential issue to accelerate its expansion, after completing a Rs 410 crore bond issuance. The funds will support acquisitions such as NDR Space Private Limited and ongoing projects, as the trust ramps up warehousing capacity and pushes into new cities to strengthen its logistics platform.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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