Transportation, warehousing, and supply chain management connecting producers to markets across the continent.
Weak logistics infrastructure raises costs and limits market access for producers across the continent. We invest in transportation, warehousing, and supply chain management companies that reduce friction between producers and end markets, including within our own agriculture and energy portfolio companies.
Fragmented transportation networks and limited warehousing capacity increase the cost of moving goods across African markets, particularly across borders. Companies that professionalize freight, storage, and procurement management captures margin currently lost to inefficiency, while enabling growth in the sectors that depend on them.
Revenue is generated through transportation service fees, warehousing and storage contracts, procurement management fees, and long-term supply chain contracts with commercial and institutional clients, including intra-portfolio logistics arrangements.
Growth in agricultural output, e-commerce, and cross-border trade all directly increase demand for professional logistics services. Regional trade integration efforts across the continent are also expected to expand the addressable market for companies that can move goods efficiently across borders.
Logistics is the connective tissue between production and consumption across every sector we invest in. It carries contracted, recurring revenue potential, benefits from asset-backed equipment and facilities, and strengthens the economics of the broader portfolio.
Logistics is one of seven sectors in our diversified infrastructure platform.
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