Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Indian (NIFTY) Logistics Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies46
  • 7D0.1%
  • 3M-1.4%
  • 1Y15.3%
  • YTD-1.5%

Last week, the Logistics industry hasn't moved much but Transport Corporation of India is up 4.8% in that time. As for the the longer term, the industry is up 15% over the past 12 months. Looking forward, earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

Has the Indian Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026₹772.9b₹710.7b₹13.4b21.3x57.8x1.1x
Sat, 07 Feb 2026₹815.1b₹709.1b₹16.4b19.2x49.8x1.1x
Mon, 05 Jan 2026₹791.5b₹715.6b₹16.1b20.5x49.3x1.1x
Wed, 03 Dec 2025₹797.4b₹714.5b₹16.0b19.3x50x1.1x
Fri, 31 Oct 2025₹924.5b₹697.3b₹16.6b26.8x55.7x1.3x
Sun, 28 Sep 2025₹876.0b₹688.9b₹16.3b26.4x53.8x1.3x
Tue, 26 Aug 2025₹903.1b₹688.3b₹16.4b24.1x55.2x1.3x
Thu, 24 Jul 2025₹922.5b₹685.3b₹16.5b23x55.9x1.3x
Sat, 21 Jun 2025₹810.3b₹680.5b₹16.5b22.6x49.1x1.2x
Mon, 19 May 2025₹784.5b₹675.5b₹19.5b22x40.2x1.2x
Wed, 16 Apr 2025₹696.2b₹670.0b₹17.9b25.5x38.9x1x
Fri, 14 Mar 2025₹646.1b₹669.7b₹17.9b25.3x36.2x1x
Sun, 09 Feb 2025₹799.0b₹656.3b₹19.2b27.2x41.5x1.2x
Tue, 07 Jan 2025₹859.5b₹646.7b₹15.1b29.9x56.8x1.3x
Thu, 05 Dec 2024₹898.8b₹646.5b₹15.1b28.8x59.7x1.4x
Sat, 02 Nov 2024₹930.8b₹630.8b₹12.8b24.6x72.7x1.5x
Mon, 30 Sep 2024₹997.0b₹609.0b₹11.7b30.3x84.9x1.6x
Wed, 28 Aug 2024₹996.1b₹609.4b₹11.7b29.3x85.4x1.6x
Fri, 26 Jul 2024₹913.5b₹590.1b₹9.9b32.3x91.9x1.5x
Sun, 23 Jun 2024₹912.7b₹587.6b₹10.0b32.6x91.1x1.6x
Tue, 21 May 2024₹933.1b₹584.4b₹11.5b26.7x81.3x1.6x
Thu, 18 Apr 2024₹909.4b₹571.4b₹10.3b25.5x88.5x1.6x
Sat, 16 Mar 2024₹858.7b₹571.4b₹10.3b26.2x83.6x1.5x
Mon, 12 Feb 2024₹951.1b₹579.4b₹11.0b28.2x86.6x1.6x
Wed, 10 Jan 2024₹946.3b₹569.4b₹8.9b28.1x106x1.7x
Fri, 08 Dec 2023₹908.8b₹566.5b₹8.8b25.5x102.9x1.6x
Sun, 05 Nov 2023₹885.0b₹588.0b₹5.4b28.3x163x1.5x
Tue, 03 Oct 2023₹904.1b₹587.5b₹5.9b22.7x152.5x1.5x
Thu, 31 Aug 2023₹903.4b₹590.9b₹6.5b28.7x138.6x1.5x
Sat, 29 Jul 2023₹801.0b₹508.1b₹5.7b19.1x141.7x1.6x
Mon, 26 Jun 2023₹773.1b₹508.0b₹6.5b18.9x119.7x1.5x
Wed, 24 May 2023₹723.2b₹540.2b₹15.7b24.7x46x1.3x
Fri, 21 Apr 2023₹696.2b₹535.9b₹17.1b23.9x40.7x1.3x
Sun, 19 Mar 2023₹694.1b₹535.7b₹17.5b25.9x39.7x1.3x
Price to Earnings Ratio

39.7x


Total Market Cap: ₹694.1bTotal Earnings: ₹17.5bTotal Revenue: ₹535.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 75.7x202420252026
Current Industry PE
  • Investors are pessimistic on the Indian Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 57.8x which is lower than its 3-year average PE of 75.7x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 8.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Indian Industrials industry?

IN Market-1.20%
Industrials0.34%
Logistics0.11%
Air Freight and Logistics0.11%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MAHLOG Mahindra Logistics₹398.202.1%
+₹793.8m		58.6%PS0.6x
532029 Sindhu Trade Links₹24.920.8%
+₹323.8m		83.0%PS5.4x
COMMITTED Committed Cargo Care₹226.2013.4%
+₹288.6m		17.8%PE24.2x
IWARE Iware Supplychain Services₹271.003.4%
+₹96.4m		n/aPE22x
KLL Kaushalya Logistics₹40.705.3%
+₹38.0m		-51.5%PE6x

Latest News

544224
₹728.80
Afcom Holdings
7D
-10.5%
1Y
12.6%
532029
₹24.92
Sindhu Trade Links
7D
0.8%
1Y
83.0%
526612
₹5,312.80
Blue Dart Express
7D
-2.6%
1Y
-6.4%

526612: Upcoming Results Review Will Support Confidence Despite Slightly Softer Assumptions

Analysts have trimmed their price target on Blue Dart Express from ₹6,884 to ₹6,466. This reflects updated assumptions for slightly lower revenue growth, profit margins, and a modestly reduced future P/E multiple.
TCIEXP
₹494.50
TCI Express
7D
-8.6%
1Y
-23.5%

TCIEXP: Upcoming Results And Dividend Will Support Confidence In Future Upside

Analysts have nudged their fair value estimate for TCI Express to about ₹1,101 from roughly ₹1,087, reflecting updated assumptions around a slightly lower discount rate, marginal tweaks to revenue growth and profit margin expectations, and a small adjustment to the forward P/E multiple. What's in the News A board meeting is scheduled on February 3, 2026 to consider and approve the unaudited financial results for the third quarter and nine months ended December 31, 2025, along with other agenda items (company filing).
DELHIVERY
₹408.20
Delhivery
7D
-4.6%
1Y
68.8%

DELHIVERY: New Financial Services Expansion Will Anchor Next Phase Of Growth

Narrative Update on Delhivery The updated analyst price target for Delhivery edges up from about ₹522 to about ₹523, with analysts citing slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E to explain the change. What's in the News Board meeting scheduled on January 31, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025.
GATEWAY
₹55.46
Gateway Distriparks
7D
-2.9%
1Y
-4.9%

GATEWAY: Net Debt Free Milestone And Special Dividend Will Support Upside

Analysts have lifted their fair value estimate for Gateway Distriparks from ₹65.00 to ₹75.00, citing updated assumptions around revenue growth, profit margins and a lower expected future P/E multiple. What's in the News The Board declared a one time special interim dividend of ₹1.25 per equity share, described as a non recurring payout in recognition of the company reaching a net debt free position for the first time since inception and marking 30 years since acquiring land for its first Nhava Sheva CFS facility (Key Developments).
COMMITTED
₹226.20
Committed Cargo Care
7D
13.4%
1Y
17.8%
TVSSCS
₹105.33
TVS Supply Chain Solutions
7D
-5.9%
1Y
-18.8%
WCIL
₹94.49
Western Carriers (India)
7D
-9.7%
1Y
17.7%
ALLCARGO
₹7.90
Allcargo Logistics
7D
0.1%
1Y
-73.8%
SNOWMAN
₹35.65
Snowman Logistics
7D
-5.8%
1Y
-19.2%
IWARE
₹271.00
Iware Supplychain Services
7D
3.4%
1Y
n/a
JETFREIGHT
₹18.88
Jet Freight Logistics
7D
4.0%
1Y
72.6%
MAHLOG
₹398.20
Mahindra Logistics
7D
2.1%
1Y
58.6%

Mahindra Logistics Limited Just Missed EPS By 5.7%: Here's What Analysts Think Will Happen Next

Jan 30
Mahindra Logistics Limited Just Missed EPS By 5.7%: Here's What Analysts Think Will Happen Next
KLL
₹40.70
Kaushalya Logistics
7D
5.3%
1Y
-51.5%

Kaushalya Logistics (NSE:KLL) Seems To Be Using A Lot Of Debt

Jan 13
Kaushalya Logistics (NSE:KLL) Seems To Be Using A Lot Of Debt
ASHALOG
₹61.00
Ashapura Logistics
7D
1.7%
1Y
-18.3%