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Indian (NIFTY) Logistics Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies46
  • 7D3.5%
  • 3M11.0%
  • 1Y-1.6%
  • YTD6.9%

The Logistics industry is up 3.5% in the last week, with Delhivery up 5.6%. Meanwhile, Allcargo Logistics actually underperformed within the industry, shrinking 9.1% in the last week. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026₹841.4b₹594.9b₹17.9b16.7x47.1x1.4x
Fri, 22 May 2026₹791.2b₹581.6b₹16.0b16x49.4x1.4x
Sun, 19 Apr 2026₹826.6b₹710.7b₹13.4b18x61.8x1.2x
Tue, 17 Mar 2026₹746.6b₹710.7b₹13.4b20.9x55.9x1.1x
Thu, 12 Feb 2026₹828.9b₹714.4b₹13.2b21.1x63x1.2x
Sat, 10 Jan 2026₹771.0b₹714.6b₹16.3b18.9x47.4x1.1x
Mon, 08 Dec 2025₹785.9b₹714.5b₹16.0b19.5x49.3x1.1x
Wed, 05 Nov 2025₹924.3b₹698.1b₹16.7b27.7x55.4x1.3x
Fri, 03 Oct 2025₹872.9b₹690.0b₹16.3b26x53.7x1.3x
Sun, 31 Aug 2025₹878.0b₹688.3b₹16.4b23.5x53.6x1.3x
Tue, 29 Jul 2025₹885.2b₹685.6b₹16.5b22.2x53.7x1.3x
Thu, 26 Jun 2025₹845.2b₹680.5b₹16.5b22.4x51.3x1.2x
Sat, 24 May 2025₹819.6b₹673.3b₹19.7b23.5x41.5x1.2x
Mon, 21 Apr 2025₹715.2b₹670.0b₹17.9b24.7x40x1.1x
Wed, 19 Mar 2025₹664.1b₹669.7b₹17.9b24.9x37.2x1x
Fri, 14 Feb 2025₹736.0b₹658.4b₹18.8b24.5x39.1x1.1x
Sun, 12 Jan 2025₹829.8b₹646.7b₹15.1b29.9x54.8x1.3x
Tue, 10 Dec 2024₹945.0b₹646.5b₹15.1b29.9x62.7x1.5x
Thu, 07 Nov 2024₹931.0b₹630.8b₹12.8b25.7x72.8x1.5x
Sat, 05 Oct 2024₹968.5b₹609.0b₹11.7b29.7x82.5x1.6x
Mon, 02 Sep 2024₹985.4b₹609.7b₹11.7b32.7x84.5x1.6x
Wed, 31 Jul 2024₹947.2b₹591.0b₹10.0b35.4x94.5x1.6x
Fri, 28 Jun 2024₹918.7b₹587.6b₹10.0b31.6x91.7x1.6x
Sun, 26 May 2024₹905.7b₹582.0b₹11.4b26.4x79.4x1.6x
Tue, 23 Apr 2024₹920.4b₹571.4b₹10.3b26x89.6x1.6x
Thu, 21 Mar 2024₹879.9b₹571.4b₹10.3b25.1x85.7x1.5x
Sat, 17 Feb 2024₹960.6b₹570.9b₹10.2b29.6x94.4x1.7x
Mon, 15 Jan 2024₹956.6b₹569.6b₹8.9b27.2x107x1.7x
Wed, 13 Dec 2023₹905.7b₹568.0b₹8.9b28.1x102.3x1.6x
Fri, 10 Nov 2023₹894.6b₹589.5b₹7.1b29x126.6x1.5x
Sun, 08 Oct 2023₹902.7b₹587.5b₹5.9b24.3x152.3x1.5x
Tue, 05 Sep 2023₹918.1b₹590.9b₹6.5b27.4x140.9x1.6x
Thu, 03 Aug 2023₹795.7b₹509.0b₹5.7b18.4x139.3x1.6x
Sat, 01 Jul 2023₹778.9b₹508.0b₹6.5b20.9x120.6x1.5x
Price to Earnings Ratio

120.6x


Total Market Cap: ₹778.9bTotal Earnings: ₹6.5bTotal Revenue: ₹508.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 75.4x202420252026
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 47.1x which is lower than its 3-year average PE of 75.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have grown 40% per year over the last three years.
  • Revenues for these companies have grown 5.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

IN Market0.57%
Industrials2.44%
Logistics3.54%
Air Freight and Logistics3.54%
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
DELHIVERY Delhivery₹481.056.5%
+₹22.1b		23.9%PE235.9x
526612 Blue Dart Express₹5.00k3.2%
+₹3.6b		-20.5%PE48x
MAHLOG Mahindra Logistics₹377.309.4%
+₹3.2b		11.5%PE1634.8x
TCIEXP TCI Express₹615.6514.0%
+₹2.9b		-17.7%PE29x
544224 Afcom Holdings₹1.22k6.6%
+₹2.1b		36.0%PE27.5x

Latest News

526612
₹5,000.20
Blue Dart Express
7D
3.2%
1Y
-20.5%
Narrative Update • Jun 23

526612: Upcoming Board And Dividend Decisions Will Support Future Earnings Confidence

Analysts have kept their price target for Blue Dart Express broadly unchanged at ₹5,773.80, reflecting only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions rather than a shift in their overall view on the stock. What's in the News Blue Dart Express has scheduled a board meeting on Apr 13, 2026, to consider and approve management changes.
GATEWAY
₹61.84
Gateway Distriparks
7D
2.9%
1Y
-6.3%
DECCANTRAN
₹21.35
Deccan Transcon Leasing
7D
-11.0%
1Y
-42.5%
COMMITTED
₹298.40
Committed Cargo Care
7D
16.1%
1Y
38.8%
532029
₹25.19
Sindhu Trade Links
7D
1.8%
1Y
-0.7%
ALLCARGO
₹8.30
Allcargo Logistics
7D
-8.1%
1Y
-76.6%
DELHIVERY
₹481.05
Delhivery
7D
6.5%
1Y
23.9%
Narrative Update • Jun 16

DELHIVERY: Governance Reforms And Upcoming Board Decisions Will Support Long Term Profitability

Analysts have raised the Delhivery price target from ₹600 to ₹630, citing updated assumptions around revenue growth, profit margins and future P/E that are reflected in the revised fair value estimate. What’s in the News for Delhivery Delhivery has scheduled a Board Meeting for May 16, 2026, at 13:00 Indian Standard Time to consider and approve the audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, and to consider a declaration with respect to the audit report with unmodified opinion.
544224
₹1,218.25
Afcom Holdings
7D
6.6%
1Y
36.0%
SVLL
₹686.85
Shree Vasu Logistics
7D
-3.3%
1Y
-5.2%
TVSSCS
₹133.85
TVS Supply Chain Solutions
7D
-1.2%
1Y
-2.1%
TCIEXP
₹615.65
TCI Express
7D
14.0%
1Y
-17.7%
Narrative Update • Jun 06

TCIEXP: Upcoming Board Decisions Will Support Confidence In Future Share Upside

Analysts have reset their price target on TCI Express to ₹828 from ₹892, reflecting a lower assumed fair value along with changes to revenue growth, profit margin and future P/E inputs in their model. What's in the News A board meeting is scheduled for May 27, 2026, at 13:00 Indian Standard Time to consider and approve audited standalone and consolidated financial results for the fourth quarter and full year ended March 31, 2026.
KLL
₹33.55
Kaushalya Logistics
7D
-6.8%
1Y
-55.5%
SNOWMAN
₹38.74
Snowman Logistics
7D
-2.6%
1Y
-36.6%
JETFREIGHT
₹21.08
Jet Freight Logistics
7D
-7.8%
1Y
49.5%
Analysis Article • May 20

With EPS Growth And More, Jet Freight Logistics (NSE:JETFREIGHT) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
504380
₹50.65
Flomic Global Logistics
7D
-3.6%
1Y
-26.6%
MAHLOG
₹377.30
Mahindra Logistics
7D
9.4%
1Y
11.5%