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Indian (NIFTY) Logistics Industry Analysis
UpdatedDec 05, 2025
DataAggregated Company Financials
Companies46
- 7D-3.1%
- 3M-11.8%
- 1Y-13.5%
- YTD-12.6%
Over the last 7 days, the Logistics industry has dropped 3.1%, driven by a pullback from Delhivery of 5.1%. The industry has fallen 13% in the last year. As for the next few years, earnings are expected to grow by 32% per annum.
Industry Valuation and Performance
Has the Indian Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Dec 2025 | ₹788.9b | ₹714.5b | ₹16.0b | 19.6x | 49.4x | 1.1x |
| Sun, 02 Nov 2025 | ₹915.0b | ₹697.3b | ₹16.6b | 27.4x | 55.1x | 1.3x |
| Tue, 30 Sep 2025 | ₹870.5b | ₹688.9b | ₹16.3b | 26.4x | 53.5x | 1.3x |
| Thu, 28 Aug 2025 | ₹892.4b | ₹688.3b | ₹16.4b | 24.2x | 54.5x | 1.3x |
| Sat, 26 Jul 2025 | ₹893.2b | ₹685.6b | ₹16.5b | 22.4x | 54.2x | 1.3x |
| Mon, 23 Jun 2025 | ₹810.3b | ₹680.5b | ₹16.5b | 22.6x | 49.1x | 1.2x |
| Wed, 21 May 2025 | ₹805.6b | ₹675.5b | ₹19.5b | 22.5x | 41.3x | 1.2x |
| Fri, 18 Apr 2025 | ₹715.2b | ₹670.0b | ₹17.9b | 24.7x | 40x | 1.1x |
| Sun, 16 Mar 2025 | ₹646.1b | ₹669.7b | ₹17.9b | 25.3x | 36.2x | 1x |
| Tue, 11 Feb 2025 | ₹768.4b | ₹656.2b | ₹19.2b | 26.5x | 40.1x | 1.2x |
| Thu, 09 Jan 2025 | ₹853.6b | ₹646.7b | ₹15.1b | 30.2x | 56.4x | 1.3x |
| Sat, 07 Dec 2024 | ₹920.2b | ₹646.5b | ₹15.1b | 29.6x | 61.1x | 1.4x |
| Mon, 04 Nov 2024 | ₹931.3b | ₹630.8b | ₹12.8b | 24.6x | 72.8x | 1.5x |
| Wed, 02 Oct 2024 | ₹1.0t | ₹609.0b | ₹11.7b | 29.6x | 85.4x | 1.6x |
| Fri, 30 Aug 2024 | ₹984.4b | ₹609.7b | ₹11.7b | 31.7x | 84.4x | 1.6x |
| Sun, 28 Jul 2024 | ₹937.6b | ₹590.1b | ₹9.9b | 33.9x | 94.3x | 1.6x |
| Tue, 25 Jun 2024 | ₹906.5b | ₹587.6b | ₹10.0b | 32.4x | 90.5x | 1.5x |
| Thu, 23 May 2024 | ₹903.4b | ₹584.4b | ₹11.5b | 26x | 78.7x | 1.5x |
| Sat, 20 Apr 2024 | ₹906.3b | ₹571.4b | ₹10.3b | 25.4x | 88.2x | 1.6x |
| Mon, 18 Mar 2024 | ₹858.7b | ₹571.4b | ₹10.3b | 26.2x | 83.6x | 1.5x |
| Wed, 14 Feb 2024 | ₹936.9b | ₹579.5b | ₹11.0b | 27.2x | 84.8x | 1.6x |
| Fri, 12 Jan 2024 | ₹966.6b | ₹569.6b | ₹8.9b | 27.7x | 108.1x | 1.7x |
| Sun, 10 Dec 2023 | ₹909.1b | ₹568.0b | ₹8.9b | 25.8x | 102.7x | 1.6x |
| Tue, 07 Nov 2023 | ₹892.1b | ₹589.5b | ₹6.9b | 30x | 128.5x | 1.5x |
| Thu, 05 Oct 2023 | ₹904.1b | ₹587.5b | ₹5.9b | 22.4x | 152.5x | 1.5x |
| Sat, 02 Sep 2023 | ₹910.4b | ₹590.9b | ₹6.5b | 27.5x | 139.7x | 1.5x |
| Mon, 31 Jul 2023 | ₹801.0b | ₹508.1b | ₹5.7b | 19.1x | 141.7x | 1.6x |
| Wed, 28 Jun 2023 | ₹776.0b | ₹508.0b | ₹6.5b | 20.4x | 120.2x | 1.5x |
| Fri, 26 May 2023 | ₹725.0b | ₹540.2b | ₹15.7b | 24.7x | 46.1x | 1.3x |
| Sun, 23 Apr 2023 | ₹707.0b | ₹535.9b | ₹17.1b | 24.3x | 41.3x | 1.3x |
| Tue, 21 Mar 2023 | ₹700.4b | ₹535.7b | ₹17.5b | 25.7x | 40.1x | 1.3x |
| Thu, 16 Feb 2023 | ₹706.5b | ₹536.1b | ₹17.6b | 21.8x | 40.2x | 1.3x |
| Sat, 14 Jan 2023 | ₹767.3b | ₹549.6b | ₹20.3b | 23.7x | 37.8x | 1.4x |
| Mon, 12 Dec 2022 | ₹809.7b | ₹549.6b | ₹20.3b | 21x | 39.9x | 1.5x |
Price to Earnings Ratio
39.9x
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 49.4x which is lower than its 3-year average PE of 74.4x.
- 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 7.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.1% 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 | -1.02% | |
| Industrials | -1.87% | |
| Logistics | -3.12% | |
| Air Freight and Logistics | -3.12% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GATEWAY Gateway Distriparks | ₹59.92 | 1.8% +₹539.6m | -26.6% | PE7.7x | |
| WCIL Western Carriers (India) | ₹121.07 | 2.7% +₹319.1m | -9.9% | PE26.3x | |
| TOTAL Total Transport Systems | ₹79.43 | 23.5% +₹244.2m | 3.7% | PE9.2x | |
| JETFREIGHT Jet Freight Logistics | ₹19.88 | 8.6% +₹73.3m | 11.4% | PE19.5x | |
| 543754 Transvoy Logistics India | ₹128.20 | 15.5% +₹45.8m | -40.2% | PE12.7x |
