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Indian (NIFTY) Logistics Industry Analysis

UpdatedJan 16, 2026
DataAggregated Company Financials
Companies46
  • 7D-2.4%
  • 3M-13.9%
  • 1Y-10.5%
  • YTD-2.9%

Over the last 7 days, the Logistics industry has dropped 2.4%, driven by a pullback from Delhivery of 3.3%. Overall the industry is down 10% in 12 months. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

Has the Indian Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 16 Jan 2026₹756.8b₹699.5b₹16.1b19.3x47x1.1x
Sun, 14 Dec 2025₹788.1b₹714.5b₹16.0b18.6x49.4x1.1x
Tue, 11 Nov 2025₹862.4b₹704.3b₹16.1b27.5x53.4x1.2x
Thu, 09 Oct 2025₹890.8b₹694.9b₹16.5b23.9x54.1x1.3x
Sat, 06 Sep 2025₹889.9b₹688.6b₹16.4b23.2x54.3x1.3x
Mon, 04 Aug 2025₹861.6b₹690.9b₹17.1b20.9x50.4x1.2x
Wed, 02 Jul 2025₹844.5b₹682.9b₹16.6b20.7x50.8x1.2x
Fri, 30 May 2025₹820.6b₹682.3b₹16.9b20.7x48.7x1.2x
Sun, 27 Apr 2025₹742.6b₹671.2b₹17.9b24.1x41.4x1.1x
Tue, 25 Mar 2025₹703.5b₹669.7b₹17.9b26.8x39.4x1.1x
Thu, 20 Feb 2025₹695.8b₹669.6b₹17.9b26x39x1x
Sat, 18 Jan 2025₹844.4b₹646.7b₹15.1b28.9x55.8x1.3x
Mon, 16 Dec 2024₹955.9b₹646.5b₹15.1b29.2x63.4x1.5x
Wed, 13 Nov 2024₹893.4b₹631.5b₹13.0b27.4x68.8x1.4x
Fri, 11 Oct 2024₹996.0b₹626.1b₹12.6b27.8x79.3x1.6x
Sun, 08 Sep 2024₹987.6b₹609.7b₹11.7b32.3x84.7x1.6x
Tue, 06 Aug 2024₹923.1b₹598.0b₹12.2b33.1x75.8x1.5x
Thu, 04 Jul 2024₹937.2b₹587.6b₹10.0b31.2x93.5x1.6x
Sat, 01 Jun 2024₹873.0b₹579.8b₹11.1b25.5x78.8x1.5x
Mon, 29 Apr 2024₹930.9b₹573.1b₹10.2b28.5x91.7x1.6x
Wed, 27 Mar 2024₹897.4b₹571.4b₹10.3b26.5x87.4x1.6x
Fri, 23 Feb 2024₹971.0b₹571.4b₹10.3b31.4x94.5x1.7x
Sun, 21 Jan 2024₹928.8b₹575.9b₹9.0b26.7x103.1x1.6x
Tue, 19 Dec 2023₹907.1b₹568.0b₹8.9b28.9x102.5x1.6x
Thu, 16 Nov 2023₹911.0b₹565.6b₹7.9b28.8x114.9x1.6x
Sat, 14 Oct 2023₹915.6b₹587.5b₹5.9b24.7x154.5x1.6x
Mon, 11 Sep 2023₹932.3b₹590.8b₹6.5b27.8x142.5x1.6x
Wed, 09 Aug 2023₹798.1b₹510.5b₹8.8b18.9x90.8x1.6x
Fri, 07 Jul 2023₹786.5b₹508.0b₹6.5b20x121.8x1.5x
Sun, 04 Jun 2023₹724.4b₹508.1b₹13.3b19.6x54.3x1.4x
Tue, 02 May 2023₹723.0b₹538.4b₹16.8b24x43x1.3x
Thu, 30 Mar 2023₹695.0b₹535.7b₹17.5b24.5x39.8x1.3x
Sat, 25 Feb 2023₹733.8b₹535.7b₹17.5b25.7x41.9x1.4x
Mon, 23 Jan 2023₹772.1b₹548.5b₹20.3b24.4x38x1.4x
Price to Earnings Ratio

38x


Total Market Cap: ₹772.1bTotal Earnings: ₹20.3bTotal Revenue: ₹548.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 74.8x202420252026
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 47.0x which is lower than its 3-year average PE of 74.8x.
  • 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 7.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.4% 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-0.86%
Industrials-2.54%
Logistics-2.43%
Air Freight and Logistics-2.43%
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₹5.44k0.8%
+₹975.2m		-15.2%PE48.4x
OMFREIGHT Om Freight Forwarders₹95.685.2%
+₹160.6m		n/aPE20x
IWARE Iware Supplychain Services₹201.004.8%
+₹98.6m		n/aPE16.3x
COMMITTED Committed Cargo Care₹199.904.0%
+₹82.2m		15.5%PE21.4x
DESTINY Destiny Logistics & Infra₹119.503.9%
+₹69.2m		-31.7%PE45.7x

Latest News

TCIEXP
₹527.35
TCI Express
7D
-2.8%
1Y
-36.2%
DELHIVERY
₹403.65
Delhivery
7D
-3.3%
1Y
21.5%

DELHIVERY: Future Drone And Financial Services Expansion Will Not Justify Current Price

Analysts have inched up their fair value estimate for Delhivery to ₹362.81 from ₹362.40, citing updated assumptions that include a slightly higher discount rate, a small tweak to revenue growth, an improved profit margin outlook and a lower future P/E multiple. What's in the News Delhivery launched Delhivery International, an Economy Air Parcel service aimed at making cross border exports more affordable and reliable for SMEs and enterprise customers in India, complementing its existing Express Air Parcel service (company announcement).
ALLCARGO
₹10.41
Allcargo Logistics
7D
-5.9%
1Y
-76.5%

Allcargo Logistics (NSE:ALLCARGO) Seems To Use Debt Quite Sensibly

Jan 07
Allcargo Logistics (NSE:ALLCARGO) Seems To Use Debt Quite Sensibly
MAHLOG
₹305.05
Mahindra Logistics
7D
-1.9%
1Y
-16.2%
GATEWAY
₹56.41
Gateway Distriparks
7D
-3.5%
1Y
-28.2%
ASHALOG
₹69.80
Ashapura Logistics
7D
4.5%
1Y
-19.0%
544646
₹4.97
Shipwaves Online
7D
9.7%
1Y
n/a
IWARE
₹201.00
Iware Supplychain Services
7D
4.8%
1Y
n/a

Is Iware Supplychain Services (NSE:IWARE) A Risky Investment?

Dec 04
Is Iware Supplychain Services (NSE:IWARE) A Risky Investment?
DESTINY
₹119.50
Destiny Logistics & Infra
7D
3.9%
1Y
-31.7%

Here's Why We Think Destiny Logistics & Infra (NSE:DESTINY) Might Deserve Your Attention Today

Nov 21
Here's Why We Think Destiny Logistics & Infra (NSE:DESTINY) Might Deserve Your Attention Today
TVSSCS
₹105.47
TVS Supply Chain Solutions
7D
-3.5%
1Y
-36.5%

There's Reason For Concern Over TVS Supply Chain Solutions Limited's (NSE:TVSSCS) Price

Nov 21
There's Reason For Concern Over TVS Supply Chain Solutions Limited's (NSE:TVSSCS) Price
COMMITTED
₹199.90
Committed Cargo Care
7D
4.0%
1Y
15.5%

There May Be Underlying Issues With The Quality Of Committed Cargo Care's (NSE:COMMITTED) Earnings

Nov 20
There May Be Underlying Issues With The Quality Of Committed Cargo Care's (NSE:COMMITTED) Earnings
OLIL
₹319.90
Oneclick Logistics India
7D
4.5%
1Y
196.1%

Some Confidence Is Lacking In Oneclick Logistics India Limited's (NSE:OLIL) P/E

Nov 18
Some Confidence Is Lacking In Oneclick Logistics India Limited's (NSE:OLIL) P/E
532029
₹18.87
Sindhu Trade Links
7D
-3.8%
1Y
-11.0%
OMFREIGHT
₹95.68
Om Freight Forwarders
7D
5.2%
1Y
n/a
526612
₹5,436.20
Blue Dart Express
7D
0.8%
1Y
-15.2%
TCI
₹1,045.80
Transport Corporation of India
7D
-2.2%
1Y
-3.8%