Analysis Article • May 19
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Indian (NIFTY) Logistics Industry Analysis
UpdatedMay 21, 2026
DataAggregated Company Financials
Companies46
- 7D-1.6%
- 3M-2.6%
- 1Y-2.8%
- YTD1.1%
Over the last 7 days, the Logistics industry has dropped 2.4%, driven by pullbacks in Blue Dart Express and Delhivery of 5.2% and 1.8%, respectively. Meanwhile, Sindhu Trade Links actually outperformed within the industry, gaining 16% in the last week. Overall the industry is down 3.3% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | ₹790.3b | ₹581.6b | ₹16.0b | 16.1x | 49.3x | 1.4x |
| Sat, 18 Apr 2026 | ₹826.7b | ₹710.7b | ₹13.4b | 18x | 61.8x | 1.2x |
| Mon, 16 Mar 2026 | ₹746.6b | ₹710.7b | ₹13.4b | 20.9x | 55.9x | 1.1x |
| Wed, 11 Feb 2026 | ₹830.7b | ₹710.6b | ₹12.5b | 21.3x | 66.3x | 1.2x |
| Fri, 09 Jan 2026 | ₹785.4b | ₹714.6b | ₹16.3b | 19x | 48.3x | 1.1x |
| Sun, 07 Dec 2025 | ₹785.9b | ₹714.5b | ₹16.0b | 19.5x | 49.3x | 1.1x |
| Tue, 04 Nov 2025 | ₹915.5b | ₹698.1b | ₹16.7b | 27x | 54.9x | 1.3x |
| Thu, 02 Oct 2025 | ₹872.9b | ₹690.0b | ₹16.3b | 26x | 53.7x | 1.3x |
| Sat, 30 Aug 2025 | ₹878.1b | ₹688.3b | ₹16.4b | 23.5x | 53.6x | 1.3x |
| Mon, 28 Jul 2025 | ₹893.1b | ₹685.6b | ₹16.5b | 22.4x | 54.2x | 1.3x |
| Wed, 25 Jun 2025 | ₹830.1b | ₹680.5b | ₹16.5b | 22.2x | 50.4x | 1.2x |
| Fri, 23 May 2025 | ₹812.2b | ₹673.3b | ₹19.7b | 22.3x | 41.3x | 1.2x |
| Sun, 20 Apr 2025 | ₹715.2b | ₹670.0b | ₹17.9b | 24.7x | 40x | 1.1x |
| Tue, 18 Mar 2025 | ₹643.4b | ₹669.7b | ₹17.9b | 24.7x | 36x | 1x |
| Thu, 13 Feb 2025 | ₹735.7b | ₹658.4b | ₹18.8b | 24.7x | 39.1x | 1.1x |
| Sat, 11 Jan 2025 | ₹829.8b | ₹646.7b | ₹15.1b | 29.9x | 54.8x | 1.3x |
| Mon, 09 Dec 2024 | ₹920.2b | ₹646.5b | ₹15.1b | 29.6x | 61.1x | 1.4x |
| Wed, 06 Nov 2024 | ₹924.7b | ₹630.8b | ₹12.8b | 25.7x | 72.3x | 1.5x |
| Fri, 04 Oct 2024 | ₹982.6b | ₹609.0b | ₹11.7b | 29.6x | 83.7x | 1.6x |
| Sun, 01 Sep 2024 | ₹985.4b | ₹609.7b | ₹11.7b | 32.7x | 84.5x | 1.6x |
| Tue, 30 Jul 2024 | ₹946.8b | ₹591.0b | ₹10.0b | 35.2x | 94.4x | 1.6x |
| Thu, 27 Jun 2024 | ₹910.1b | ₹587.6b | ₹10.0b | 31.8x | 90.8x | 1.5x |
| Sat, 25 May 2024 | ₹905.6b | ₹582.4b | ₹11.4b | 26.4x | 79.4x | 1.6x |
| Mon, 22 Apr 2024 | ₹920.4b | ₹571.4b | ₹10.3b | 26x | 89.6x | 1.6x |
| Wed, 20 Mar 2024 | ₹866.2b | ₹571.4b | ₹10.3b | 25.1x | 84.3x | 1.5x |
| Fri, 16 Feb 2024 | ₹961.5b | ₹570.9b | ₹10.2b | 29.2x | 94.5x | 1.7x |
| Sun, 14 Jan 2024 | ₹956.6b | ₹569.6b | ₹8.9b | 27.2x | 107x | 1.7x |
| Tue, 12 Dec 2023 | ₹913.7b | ₹568.0b | ₹8.9b | 27.1x | 103.2x | 1.6x |
| Thu, 09 Nov 2023 | ₹900.1b | ₹589.9b | ₹7.1b | 28.6x | 126.3x | 1.5x |
| Sat, 07 Oct 2023 | ₹902.7b | ₹587.5b | ₹5.9b | 24.3x | 152.3x | 1.5x |
| Mon, 04 Sep 2023 | ₹910.5b | ₹590.9b | ₹6.5b | 27.5x | 139.7x | 1.5x |
| Wed, 02 Aug 2023 | ₹805.7b | ₹508.6b | ₹5.7b | 18.7x | 141.4x | 1.6x |
| Fri, 30 Jun 2023 | ₹780.7b | ₹508.0b | ₹6.5b | 20.3x | 120.9x | 1.5x |
| Sun, 28 May 2023 | ₹728.7b | ₹537.7b | ₹15.6b | 24.7x | 46.6x | 1.4x |
Price to Earnings Ratio
46.6x
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 49.1x 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 2.7% 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 | 0.53% | |
| Industrials | 0.56% | |
| Logistics | -1.60% | |
| Air Freight and Logistics | -1.60% | |
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 | ₹26.96 | 15.9% +₹5.7b | 21.7% | PS5.9x | |
| 544224 Afcom Holdings | ₹913.70 | 1.0% +₹244.6m | 23.6% | PE22.2x | |
| COMMITTED Committed Cargo Care | ₹290.00 | 4.6% +₹136.7m | 15.3% | PE31.1x | |
| MAHESHWARI Maheshwari Logistics | ₹55.79 | 6.2% +₹96.2m | -3.9% | PE8.2x | |
| SVLL Shree Vasu Logistics | ₹555.30 | 1.4% +₹87.9m | -8.9% | PE221.7x |