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Indian (NIFTY) Logistics Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies46
  • 7D3.3%
  • 3M14.9%
  • 1Y8.3%
  • YTD5.5%

In the last week, the Logistics industry is up 3.3%, with Blue Dart Express up 7.9%. In the last 12 months, the industry was up 8.3%. 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
Wed, 22 Apr 2026₹828.5b₹710.7b₹13.4b18.1x62x1.2x
Fri, 20 Mar 2026₹745.8b₹710.7b₹13.4b20.1x55.8x1x
Sun, 15 Feb 2026₹815.1b₹714.0b₹13.1b20x62x1.1x
Tue, 13 Jan 2026₹759.5b₹714.6b₹16.3b18.9x46.7x1.1x
Thu, 11 Dec 2025₹783.0b₹714.5b₹16.0b19.3x49.1x1.1x
Sat, 08 Nov 2025₹867.4b₹704.3b₹16.1b26.5x53.7x1.2x
Mon, 06 Oct 2025₹877.9b₹690.0b₹16.3b26.5x54x1.3x
Wed, 03 Sep 2025₹892.4b₹688.3b₹16.4b22.9x54.5x1.3x
Fri, 01 Aug 2025₹866.9b₹689.7b₹16.7b21x51.8x1.3x
Sun, 29 Jun 2025₹844.6b₹682.9b₹16.6b20.6x50.8x1.2x
Tue, 27 May 2025₹829.6b₹673.4b₹19.7b25x42x1.2x
Thu, 24 Apr 2025₹748.5b₹671.2b₹17.9b25.1x41.7x1.1x
Sat, 22 Mar 2025₹697.5b₹669.7b₹17.9b26.3x39x1x
Mon, 17 Feb 2025₹711.0b₹671.0b₹17.9b25.7x39.8x1.1x
Wed, 15 Jan 2025₹813.1b₹646.7b₹15.1b26.9x53.7x1.3x
Fri, 13 Dec 2024₹953.4b₹646.5b₹15.1b29.5x63.3x1.5x
Sun, 10 Nov 2024₹915.2b₹626.8b₹12.8b26.3x71.5x1.5x
Tue, 08 Oct 2024₹955.6b₹609.0b₹11.7b28.2x81.4x1.6x
Thu, 05 Sep 2024₹992.5b₹609.7b₹11.7b31.2x85.1x1.6x
Sat, 03 Aug 2024₹952.4b₹593.7b₹10.6b34.5x89.7x1.6x
Mon, 01 Jul 2024₹926.1b₹587.6b₹10.0b31.3x92.4x1.6x
Wed, 29 May 2024₹908.5b₹579.1b₹11.1b26x82.1x1.6x
Fri, 26 Apr 2024₹934.5b₹573.1b₹10.2b27.9x92.1x1.6x
Sun, 24 Mar 2024₹904.7b₹571.4b₹10.3b26.5x88.1x1.6x
Tue, 20 Feb 2024₹972.6b₹571.4b₹10.3b31.2x94.7x1.7x
Thu, 18 Jan 2024₹935.6b₹569.6b₹8.9b26x104.7x1.6x
Sat, 16 Dec 2023₹895.3b₹568.0b₹8.9b28.7x101.2x1.6x
Mon, 13 Nov 2023₹898.9b₹588.1b₹10.1b26.8x89.1x1.5x
Wed, 11 Oct 2023₹909.8b₹587.5b₹5.9b24.7x153.5x1.5x
Fri, 08 Sep 2023₹928.2b₹590.8b₹6.5b27.9x141.8x1.6x
Sun, 06 Aug 2023₹807.5b₹511.0b₹8.8b18.4x91.8x1.6x
Tue, 04 Jul 2023₹787.2b₹508.0b₹6.5b20.5x121.9x1.5x
Thu, 01 Jun 2023₹715.8b₹536.5b₹15.7b20.4x45.5x1.3x
Sat, 29 Apr 2023₹723.0b₹538.4b₹16.8b24x43x1.3x
Price to Earnings Ratio

43x


Total Market Cap: ₹723.0bTotal Earnings: ₹16.8bTotal Revenue: ₹538.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 76.3x202420252026
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 62.0x which is lower than its 3-year average PE of 76.3x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 7.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.7% 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 Market4.27%
Industrials6.15%
Logistics3.26%
Air Freight and Logistics3.26%
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
526612 Blue Dart Express₹5.48k6.0%
+₹7.3b		-16.4%PE51.3x
MAHLOG Mahindra Logistics₹434.706.2%
+₹2.5b		38.9%PS0.6x
DELHIVERY Delhivery₹462.700.6%
+₹2.2b		52.8%PE226.7x
544224 Afcom Holdings₹822.7510.1%
+₹1.9b		14.6%PE18.1x
532029 Sindhu Trade Links₹23.882.9%
+₹1.0b		23.5%PS5.2x

Latest News

ZEAL
₹74.70
Zeal Global Services
7D
-16.9%
1Y
-51.2%
TCIEXP
₹537.90
TCI Express
7D
-0.2%
1Y
-21.7%

TCIEXP: Interim Dividend Will Support Positive Outlook Despite Softer Profit Assumptions

Analysts have made only a small adjustment to their price target on TCI Express, with fair value moving from about ₹688.82 to ₹687.91. This reflects slightly updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
DELHIVERY
₹462.70
Delhivery
7D
0.6%
1Y
52.8%

DELHIVERY: AI Freight Automation Will Drive The Next Bullish Phase

Analysts have nudged their fair value estimate for Delhivery slightly higher, with the price target moving by about ₹4 to ₹526.82. This reflects small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
ALLCARGO
₹9.29
Allcargo Logistics
7D
4.4%
1Y
-69.8%
GATEWAY
₹58.69
Gateway Distriparks
7D
1.9%
1Y
-9.5%

GATEWAY: Special Dividend And Debt Free Milestone Will Underpin Future Upside Potential

Analysts have revised their fair value estimate for Gateway Distriparks to ₹96 from ₹109, reflecting updated assumptions on discount rate, revenue growth, profit margins, and future P/E. What's in the News The Board declared a one time special interim dividend of ₹1.25 per equity share at 12.5% as a non recurring payout, linked to Gateway Distriparks 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).
526612
₹5,480.00
Blue Dart Express
7D
6.0%
1Y
-16.4%

526612: Upcoming Results Meeting Will Support Confidence In Earnings Profile

Analysts have kept the fair value estimate for Blue Dart Express steady at ₹6,466, citing only small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that did not meaningfully shift their overall price target view. What's in the News A board meeting is scheduled for January 30, 2026 at 14:00 Indian Standard Time to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (Key Developments).
544224
₹822.75
Afcom Holdings
7D
10.1%
1Y
14.6%
KLL
₹39.75
Kaushalya Logistics
7D
-6.4%
1Y
-55.3%
MAHLOG
₹434.70
Mahindra Logistics
7D
6.2%
1Y
38.9%
SNOWMAN
₹42.61
Snowman Logistics
7D
-2.1%
1Y
-21.7%
COMMITTED
₹244.00
Committed Cargo Care
7D
-5.7%
1Y
16.8%
532029
₹23.88
Sindhu Trade Links
7D
2.9%
1Y
23.5%
TVSSCS
₹115.67
TVS Supply Chain Solutions
7D
1.7%
1Y
-5.3%
TCI
₹962.45
Transport Corporation of India
7D
-3.4%
1Y
-11.7%

Transport Corporation of India's (NSE:TCI) Upcoming Dividend Will Be Larger Than Last Year's

Feb 07
Transport Corporation of India's (NSE:TCI) Upcoming Dividend Will Be Larger Than Last Year's
SVLL
₹565.55
Shree Vasu Logistics
7D
-4.4%
1Y
2.1%

Shree Vasu Logistics (NSE:SVLL) Has More To Do To Multiply In Value Going Forward

Feb 05
Shree Vasu Logistics (NSE:SVLL) Has More To Do To Multiply In Value Going Forward
DESTINY
₹105.90
Destiny Logistics & Infra
7D
-9.7%
1Y
21.7%

Destiny Logistics & Infra Limited's (NSE:DESTINY) Business Is Trailing The Market But Its Shares Aren't

Jan 22
Destiny Logistics & Infra Limited's (NSE:DESTINY) Business Is Trailing The Market But Its Shares Aren't