India, Sept. 8 -- India's supply chain is moving towards greater formalisation, automation and standardisation, creating opportunities for businesses that provide the infrastructure required to move goods efficiently. One recently listed company has built a dominant position in this space through pallet pooling, containers and material-handling equipment.

With an estimated 90% market share in India's organised pallet-pooling market and EBITDA margins above 50%, the company has a strong starting position. It also counts several major consumer, logistics, e-commerce and industrial companies among its customers.

However, with brokerages divided between "long term" and "neutral", investors need to assess whether the company's growth opport...