Mahindra Logistics (NSE:MAHLOG) Will Pay A Dividend Of ₹2.50
Apr 26
Indian (NIFTY) Logistics Industry Analysis
UpdatedApr 26, 2024
DataAggregated Company Financials
Companies37
- 7D3.1%
- 3M0.6%
- 1Y16.2%
- YTD1.2%
In the last week, the Logistics industry is up 3.1%, with Delhivery leading the way, up 1.0%. During this same period, the Sindhu Trade Links underperformed, falling 6.3%. In the last 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 42% 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, 26 Apr 2024 | ₹934.5b | ₹573.1b | ₹10.2b | 27.9x | 92.1x | 1.6x |
| Sun, 24 Mar 2024 | ₹904.7b | ₹571.4b | ₹10.3b | 26.5x | 88.1x | 1.6x |
| Tue, 20 Feb 2024 | ₹972.6b | ₹571.4b | ₹10.3b | 31.2x | 94.7x | 1.7x |
| Thu, 18 Jan 2024 | ₹935.6b | ₹569.6b | ₹8.9b | 26x | 104.7x | 1.6x |
| Sat, 16 Dec 2023 | ₹895.3b | ₹568.0b | ₹8.9b | 28.7x | 101.2x | 1.6x |
| Mon, 13 Nov 2023 | ₹898.9b | ₹588.1b | ₹10.1b | 26.8x | 89.1x | 1.5x |
| Wed, 11 Oct 2023 | ₹909.8b | ₹587.5b | ₹5.9b | 24.7x | 153.5x | 1.5x |
| Fri, 08 Sep 2023 | ₹928.2b | ₹590.8b | ₹6.5b | 27.9x | 141.8x | 1.6x |
| Sun, 06 Aug 2023 | ₹807.5b | ₹511.0b | ₹8.8b | 18.4x | 91.8x | 1.6x |
| Tue, 04 Jul 2023 | ₹787.2b | ₹508.0b | ₹6.5b | 20.5x | 121.9x | 1.5x |
| Thu, 01 Jun 2023 | ₹715.8b | ₹536.5b | ₹15.7b | 20.4x | 45.5x | 1.3x |
| Sat, 29 Apr 2023 | ₹723.0b | ₹538.4b | ₹16.8b | 24x | 43x | 1.3x |
| Mon, 27 Mar 2023 | ₹694.5b | ₹535.7b | ₹17.5b | 25.2x | 39.7x | 1.3x |
| Wed, 22 Feb 2023 | ₹736.8b | ₹535.7b | ₹17.5b | 26.8x | 42.1x | 1.4x |
| Fri, 20 Jan 2023 | ₹769.3b | ₹548.5b | ₹20.3b | 24.9x | 37.9x | 1.4x |
| Sun, 18 Dec 2022 | ₹817.5b | ₹549.6b | ₹20.3b | 25.2x | 40.2x | 1.5x |
| Tue, 15 Nov 2022 | ₹826.0b | ₹547.3b | ₹20.5b | 20.6x | 40.3x | 1.5x |
| Thu, 13 Oct 2022 | ₹1.0t | ₹533.0b | ₹17.1b | 20.4x | 58.8x | 1.9x |
| Sat, 10 Sep 2022 | ₹1.0t | ₹531.3b | ₹11.7b | 23.4x | 85.4x | 1.9x |
| Mon, 08 Aug 2022 | ₹1.0t | ₹501.4b | ₹12.6b | 19.2x | 80.9x | 2x |
| Wed, 06 Jul 2022 | ₹895.6b | ₹484.9b | ₹10.1b | 20.4x | 88.7x | 1.8x |
| Fri, 03 Jun 2022 | ₹907.1b | ₹457.7b | ₹7.9b | 25x | 115.1x | 2x |
| Sun, 01 May 2022 | ₹520.3b | ₹371.0b | ₹14.0b | 24.2x | 37.3x | 1.4x |
| Tue, 29 Mar 2022 | ₹482.3b | ₹369.9b | ₹14.0b | 24x | 34.6x | 1.3x |
| Thu, 24 Feb 2022 | ₹494.7b | ₹380.1b | ₹13.8b | 27x | 35.9x | 1.3x |
| Sat, 22 Jan 2022 | ₹546.4b | ₹338.9b | ₹8.7b | 26.9x | 62.7x | 1.6x |
| Mon, 20 Dec 2021 | ₹507.0b | ₹337.9b | ₹8.7b | 24.9x | 58.3x | 1.5x |
| Wed, 17 Nov 2021 | ₹520.6b | ₹334.1b | ₹8.5b | 24.6x | 60.9x | 1.6x |
| Fri, 15 Oct 2021 | ₹439.8b | ₹297.7b | ₹5.0b | 29.2x | 88x | 1.5x |
| Sun, 12 Sep 2021 | ₹403.3b | ₹308.6b | ₹5.6b | 24.5x | 72x | 1.3x |
| Tue, 10 Aug 2021 | ₹352.2b | ₹308.6b | ₹5.6b | 19x | 62.9x | 1.1x |
| Mon, 03 May 2021 | ₹282.7b | ₹275.5b | ₹2.0b | 25.3x | 144.3x | 1x |
Price to Earnings Ratio
144.3x
Current Industry PE
- Investors are optimistic on the Indian Logistics industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 92.1x which is higher than its 3-year average PE of 81.0x.
- The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have grown 73% per year over the last three years.
- Revenues for these companies have grown 28% 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 Market | 2.82% | |
| Industrials | 4.71% | |
| 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 | |
|---|---|---|---|---|---|
| DELHIVERY Delhivery | ₹457.65 | 1.0% +₹3.2b | 22.2% | PS4.3x | |
| ALLCARGO Allcargo Logistics | ₹74.05 | 4.1% +₹2.9b | 8.6% | PE33.6x | |
| GATEWAY Gateway Distriparks | ₹107.35 | 4.6% +₹2.4b | 68.4% | PE20x | |
| TCI Transport Corporation of India | ₹877.25 | 2.5% +₹1.7b | 38.4% | PE20.7x | |
| MAHLOG Mahindra Logistics | ₹471.80 | 3.8% +₹1.2b | 27.6% | PS0.6x |
