2025-05-27 15:02
publication
2025-05-27 15:02
Entrepreneurs dealing with transport, forwarding and logistics indicate that the situation in the industry is stable, despite the lack of certainty about the near future – according to the Credit Agricole Efl Leasing report. The authors pointed to a real chance to improve the economic situation in the second half of the year.
The Subindex of the EFL barometer showing the economic situation in the transport, forwarding and logistics industries in the second quarter of this year. 53 points, by 1.1 points more than a quarter earlier. As the authors pointed out, the results indicate the stable situation of TSL.
“Reading has been growing since the beginning of the year, the third quarter in a row. What's more, the moods for almost two years are stable, because the last time the value of the indicator has fallen below 50 points in the third quarter of 2023. 24 percent of representatives of the TSL sector forecasts higher sales, and 21 percent larger investments. Transport, forwarding and logistics companies do not signal any major problems with liquidity. Proc.
It has been added that the reported indicator from the fourth quarter of 2023 lasts all the time above the OR threshold (limited development), which means that entrepreneurs from the TSL sector see the chances of developing their businesses.
In the opinion of Silvestra Ochrimovica, president of Truck Care – belonging to the Credit Agricole Truck Rental Agency, the results of the last few measurements of the EFL barometer allow you to state that entrepreneurs run business in an environment characterized by uncertainty about the near future, but also with the hope of improving the economic situation.
“The conflict at the eastern border is still ongoing, Germany, our main trade partner, struggle with economic problems, and the variability in the customs policy of the American president is visible. However, we have some signs of improvement, such as falling inflation, the possibility of further reduction of interest rates, and thus cheaper loans and leasing, or stabilization of fuel prices. E-commerce, also doing quite well.
The TSL sector is strongly dependent on trade, including e -commerce, which – as the authors of the report pointed out – is developing systematically.
“GUS data indicate that online shopping in Poland is growing strongly even when all retail sales are standing in place. Only in March this year online sales increased by 13.1 percent year on year, while all retail sales remained at the level of a year ago. What's more, Fulfilio experts (Polish logistics service provider for the e -commerce industry – PAP) indicate that the customs war initiated by Donald's administration. Trump, in the case of Poland, can create a unique strategic opportunity, “the authors of the report pointed out.
They pointed out that Poland, thanks to its geographical location, developed logistics infrastructure and the competences of companies in e-commerce service, has a chance to become a key transit hub for Chinese goods directed to the American market. “This is a chance for the development of the Polish logistics sector and new orders for transport and forwarding companies” – added.
Barometer readings show that only 5 percent surveyed companies in the TSL industry reports a greater demand for external financing. In the previous quarter, the percentage of such indications amounted to 23 percent.
The value of the main index of the EFL barometer for the second quarter of 2025 was 50.6 points. The level is 0.1 points. lower than in the first quarter of 2025.
The EFL barometer is a synthetic indicator informing about the inclinations of companies from the SME sector to growth, i.e. the development understood, as entering by enterprises, goals related to sales and production, expansion to new markets and maximization of profits, which is related to investments in fixed assets. The study is conducted by Ecorys at the request of the European Leasing Fund SA on a representative group of 600 micro, small and medium -sized companies. (PAP)
GKC/ Mick/
