Narrative Update • May 03
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Indian (NIFTY) Logistics Industry Analysis
UpdatedMay 15, 2026
DataAggregated Company Financials
Companies46
- 7D-5.6%
- 3M-1.1%
- 1Y2.0%
- YTD2.8%
Over the last 7 days, the Logistics industry has dropped 5.6%, driven by Blue Dart Express declining 11%. In contrast, Accuracy Shipping has gained 14%. As for the longer term, the industry's performance has been flat for the past 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 |
|---|---|---|---|---|---|---|
| Sat, 16 May 2026 | ₹801.7b | ₹714.2b | ₹16.2b | 17.7x | 49.4x | 1.1x |
| Mon, 13 Apr 2026 | ₹811.6b | ₹710.7b | ₹13.4b | 17.3x | 60.7x | 1.1x |
| Wed, 11 Mar 2026 | ₹782.5b | ₹710.7b | ₹13.4b | 21.3x | 58.5x | 1.1x |
| Fri, 06 Feb 2026 | ₹886.4b | ₹741.4b | ₹16.6b | 19.2x | 53.5x | 1.2x |
| Sun, 04 Jan 2026 | ₹791.5b | ₹715.6b | ₹16.1b | 20.5x | 49.3x | 1.1x |
| Tue, 02 Dec 2025 | ₹805.6b | ₹714.5b | ₹16.0b | 20.1x | 50.5x | 1.1x |
| Thu, 30 Oct 2025 | ₹930.4b | ₹697.3b | ₹16.6b | 26.3x | 56x | 1.3x |
| Sat, 27 Sep 2025 | ₹876.0b | ₹688.7b | ₹16.4b | 23.7x | 53.5x | 1.3x |
| Mon, 25 Aug 2025 | ₹899.5b | ₹688.3b | ₹16.4b | 23.8x | 54.9x | 1.3x |
| Wed, 23 Jul 2025 | ₹913.2b | ₹685.3b | ₹16.5b | 22.5x | 55.3x | 1.3x |
| Fri, 20 Jun 2025 | ₹809.1b | ₹680.5b | ₹16.5b | 22.3x | 49.1x | 1.2x |
| Sun, 18 May 2025 | ₹784.4b | ₹675.5b | ₹19.5b | 22x | 40.2x | 1.2x |
| Tue, 15 Apr 2025 | ₹678.1b | ₹670.0b | ₹17.9b | 24.2x | 37.9x | 1x |
| Thu, 13 Mar 2025 | ₹648.9b | ₹669.7b | ₹17.9b | 25.2x | 36.3x | 1x |
| Sat, 08 Feb 2025 | ₹799.0b | ₹654.4b | ₹19.1b | 27.2x | 41.8x | 1.2x |
| Mon, 06 Jan 2025 | ₹878.5b | ₹646.7b | ₹15.1b | 29.9x | 58x | 1.4x |
| Wed, 04 Dec 2024 | ₹894.8b | ₹646.5b | ₹15.1b | 28.6x | 59.4x | 1.4x |
| Fri, 01 Nov 2024 | ₹907.4b | ₹630.8b | ₹12.8b | 23.9x | 70.9x | 1.4x |
| Sun, 29 Sep 2024 | ₹997.0b | ₹609.0b | ₹11.7b | 30.3x | 84.9x | 1.6x |
| Tue, 27 Aug 2024 | ₹993.0b | ₹609.4b | ₹11.7b | 28.4x | 85.2x | 1.6x |
| Thu, 25 Jul 2024 | ₹916.3b | ₹590.1b | ₹9.9b | 30.7x | 92.2x | 1.6x |
| Sat, 22 Jun 2024 | ₹912.7b | ₹587.6b | ₹10.0b | 32.6x | 91.1x | 1.6x |
| Mon, 20 May 2024 | ₹933.1b | ₹584.4b | ₹11.5b | 26.7x | 81.3x | 1.6x |
| Wed, 17 Apr 2024 | ₹910.3b | ₹571.4b | ₹10.3b | 25.8x | 88.6x | 1.6x |
| Fri, 15 Mar 2024 | ₹864.2b | ₹571.4b | ₹10.3b | 26.7x | 84.1x | 1.5x |
| Sun, 11 Feb 2024 | ₹951.1b | ₹579.4b | ₹11.0b | 28.2x | 86.6x | 1.6x |
| Tue, 09 Jan 2024 | ₹955.8b | ₹569.4b | ₹8.9b | 27.6x | 107.1x | 1.7x |
| Thu, 07 Dec 2023 | ₹907.0b | ₹566.5b | ₹8.8b | 26.3x | 102.7x | 1.6x |
| Sat, 04 Nov 2023 | ₹885.0b | ₹588.5b | ₹5.6b | 28.3x | 158.8x | 1.5x |
| Mon, 02 Oct 2023 | ₹904.1b | ₹587.5b | ₹5.9b | 22.7x | 152.5x | 1.5x |
| Wed, 30 Aug 2023 | ₹894.4b | ₹590.9b | ₹6.5b | 27.4x | 137.2x | 1.5x |
| Fri, 28 Jul 2023 | ₹808.8b | ₹508.7b | ₹6.2b | 19x | 129.9x | 1.6x |
| Sun, 25 Jun 2023 | ₹773.1b | ₹508.0b | ₹6.5b | 18.9x | 119.7x | 1.5x |
| Tue, 23 May 2023 | ₹716.8b | ₹540.2b | ₹15.7b | 23.5x | 45.6x | 1.3x |
Price to Earnings Ratio
45.6x
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 76.7x.
- 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 remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 9.8% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Indian Industrials industry?
| IN Market | -2.65% | |
| Industrials | -2.95% | |
| Logistics | -5.56% | |
| Air Freight and Logistics | -5.56% | |
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 | |
|---|---|---|---|---|---|
| COMMITTED Committed Cargo Care | ₹297.00 | 3.1% +₹97.3m | 20.5% | PE31.8x | |
| JETFREIGHT Jet Freight Logistics | ₹21.18 | 9.1% +₹81.7m | 32.5% | PE24.2x | |
| ACCURACY Accuracy Shipping | ₹5.73 | 10.4% +₹81.3m | -30.1% | PE32.7x | |
| OLIL Oneclick Logistics India | ₹465.00 | 1.9% +₹31.4m | 168.8% | PE99.5x | |
| OMFREIGHT Om Freight Forwarders | ₹89.28 | 1.0% +₹29.3m | n/a | PE15.8x |