Analysis Article • 15h
Have your own idea? Try our Stock Screener
Indian (NIFTY) Logistics Industry Analysis
UpdatedMay 24, 2026
DataAggregated Company Financials
Companies46
- 7D-2.0%
- 3M-3.0%
- 1Y-4.4%
- YTD1.0%
Over the last 7 days, the Logistics industry has dropped 2.0%, driven by a pullback from Delhivery of 5.9%. In contrast, Sindhu Trade Links has gained 17%. The industry has fallen 4.4% in the last 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | ₹790.0b | ₹581.2b | ₹16.0b | 16.1x | 49.5x | 1.4x |
| Tue, 21 Apr 2026 | ₹826.2b | ₹710.7b | ₹13.4b | 18.1x | 61.8x | 1.2x |
| Thu, 19 Mar 2026 | ₹768.0b | ₹710.7b | ₹13.4b | 20.2x | 57.5x | 1.1x |
| Sat, 14 Feb 2026 | ₹815.1b | ₹714.3b | ₹13.2b | 20x | 61.9x | 1.1x |
| Mon, 12 Jan 2026 | ₹771.0b | ₹714.6b | ₹16.3b | 18.9x | 47.4x | 1.1x |
| Wed, 10 Dec 2025 | ₹791.3b | ₹714.5b | ₹16.0b | 19.1x | 49.6x | 1.1x |
| Fri, 07 Nov 2025 | ₹883.0b | ₹704.3b | ₹16.2b | 27.1x | 54.7x | 1.3x |
| Sun, 05 Oct 2025 | ₹877.9b | ₹690.0b | ₹16.3b | 26.5x | 54x | 1.3x |
| Tue, 02 Sep 2025 | ₹890.7b | ₹688.3b | ₹16.4b | 23x | 54.4x | 1.3x |
| Thu, 31 Jul 2025 | ₹863.6b | ₹688.7b | ₹16.8b | 21.4x | 51.5x | 1.3x |
| Sat, 28 Jun 2025 | ₹844.7b | ₹682.3b | ₹16.6b | 20.6x | 51x | 1.2x |
| Mon, 26 May 2025 | ₹819.6b | ₹673.3b | ₹19.7b | 23.5x | 41.5x | 1.2x |
| Wed, 23 Apr 2025 | ₹742.0b | ₹671.4b | ₹17.9b | 24.8x | 41.4x | 1.1x |
| Fri, 21 Mar 2025 | ₹689.1b | ₹669.7b | ₹17.9b | 26.1x | 38.6x | 1x |
| Sun, 16 Feb 2025 | ₹711.0b | ₹671.0b | ₹17.9b | 25.7x | 39.8x | 1.1x |
| Tue, 14 Jan 2025 | ₹800.2b | ₹646.7b | ₹15.1b | 28.9x | 52.9x | 1.2x |
| Thu, 12 Dec 2024 | ₹953.1b | ₹646.5b | ₹15.1b | 30.2x | 63.3x | 1.5x |
| Sat, 09 Nov 2024 | ₹915.2b | ₹630.8b | ₹12.8b | 27.1x | 71.5x | 1.5x |
| Mon, 07 Oct 2024 | ₹968.5b | ₹609.0b | ₹11.7b | 29.7x | 82.5x | 1.6x |
| Wed, 04 Sep 2024 | ₹996.7b | ₹609.7b | ₹11.7b | 32.3x | 85.4x | 1.6x |
| Fri, 02 Aug 2024 | ₹952.1b | ₹593.4b | ₹10.6b | 35.2x | 89.8x | 1.6x |
| Sun, 30 Jun 2024 | ₹926.1b | ₹587.6b | ₹10.0b | 31.3x | 92.4x | 1.6x |
| Tue, 28 May 2024 | ₹909.3b | ₹579.5b | ₹10.9b | 26.4x | 83.6x | 1.6x |
| Thu, 25 Apr 2024 | ₹923.7b | ₹573.1b | ₹10.2b | 26.7x | 91x | 1.6x |
| Sat, 23 Mar 2024 | ₹904.7b | ₹571.4b | ₹10.3b | 26.5x | 88.1x | 1.6x |
| Mon, 19 Feb 2024 | ₹960.6b | ₹571.4b | ₹10.3b | 29.6x | 93.5x | 1.7x |
| Wed, 17 Jan 2024 | ₹947.5b | ₹569.6b | ₹8.9b | 26.2x | 106x | 1.7x |
| Fri, 15 Dec 2023 | ₹901.1b | ₹568.0b | ₹8.9b | 30.3x | 101.8x | 1.6x |
| Sun, 12 Nov 2023 | ₹900.0b | ₹589.5b | ₹7.0b | 27.7x | 128x | 1.5x |
| Tue, 10 Oct 2023 | ₹889.9b | ₹587.5b | ₹5.9b | 23.6x | 150.1x | 1.5x |
| Thu, 07 Sep 2023 | ₹909.9b | ₹590.8b | ₹6.5b | 26.6x | 139x | 1.5x |
| Sat, 05 Aug 2023 | ₹807.5b | ₹508.6b | ₹5.7b | 18.4x | 140.7x | 1.6x |
| Mon, 03 Jul 2023 | ₹778.9b | ₹508.0b | ₹6.5b | 20.9x | 120.6x | 1.5x |
| Wed, 31 May 2023 | ₹728.8b | ₹537.7b | ₹15.7b | 20.8x | 46.5x | 1.4x |
Price to Earnings Ratio
46.5x
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 49.5x which is lower than its 3-year average PE of 76.7x.
- 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 remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 2.6% 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 | 0.48% | |
| Industrials | 1.31% | |
| Logistics | -1.98% | |
| Air Freight and Logistics | -1.98% | |
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 | |
|---|---|---|---|---|---|
| 532029 Sindhu Trade Links | ₹27.08 | 17.4% +₹6.2b | 23.0% | PS5.9x | |
| TVSSCS TVS Supply Chain Solutions | ₹121.57 | 7.3% +₹3.6b | -5.9% | PE58.3x | |
| TCI Transport Corporation of India | ₹905.80 | 1.7% +₹1.2b | -21.2% | PE15.5x | |
| 544224 Afcom Holdings | ₹931.20 | 3.1% +₹775.2m | 15.7% | PE22.7x | |
| SJLOGISTIC S J Logistics (India) | ₹314.95 | 8.8% +₹387.4m | -43.4% | PE7.8x |
