Indian (NIFTY) Logistics Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies29
- 7D-0.8%
- 3M-18.4%
- 1Y1.0%
- YTD-17.0%
Last week, the Logistics industry hasn't moved much but Blue Dart Express is up 3.5% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 33% 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 |
|---|---|---|---|---|---|---|
| Mon, 28 Nov 2022 | ₹802.5b | ₹549.6b | ₹20.3b | 21.7x | 39.5x | 1.5x |
| Wed, 26 Oct 2022 | ₹865.8b | ₹533.1b | ₹17.1b | 21.2x | 50.7x | 1.6x |
| Fri, 23 Sep 2022 | ₹1.0t | ₹533.0b | ₹17.1b | 21.5x | 60.3x | 1.9x |
| Sun, 21 Aug 2022 | ₹981.1b | ₹531.1b | ₹11.4b | 20.1x | 86.3x | 1.8x |
| Tue, 19 Jul 2022 | ₹974.4b | ₹485.2b | ₹10.1b | 19.5x | 96.5x | 2x |
| Thu, 16 Jun 2022 | ₹874.9b | ₹484.9b | ₹10.1b | 21x | 86.7x | 1.8x |
| Sat, 14 May 2022 | ₹479.3b | ₹374.0b | ₹14.5b | 22.7x | 33x | 1.3x |
| Mon, 11 Apr 2022 | ₹518.8b | ₹369.9b | ₹14.0b | 25.7x | 37.2x | 1.4x |
| Wed, 09 Mar 2022 | ₹454.4b | ₹369.9b | ₹14.0b | 26.3x | 32.6x | 1.2x |
| Fri, 04 Feb 2022 | ₹526.6b | ₹342.3b | ₹9.3b | 29x | 56.7x | 1.5x |
| Sun, 02 Jan 2022 | ₹526.9b | ₹337.9b | ₹8.7b | 24.1x | 60.6x | 1.6x |
| Tue, 30 Nov 2021 | ₹496.5b | ₹337.9b | ₹8.7b | 22.8x | 57.1x | 1.5x |
| Thu, 28 Oct 2021 | ₹469.4b | ₹299.2b | ₹5.7b | 31.4x | 82x | 1.6x |
| Sat, 25 Sep 2021 | ₹411.5b | ₹287.9b | ₹5.2b | 31.1x | 78.5x | 1.4x |
| Mon, 23 Aug 2021 | ₹362.8b | ₹308.6b | ₹5.6b | 21.8x | 64.8x | 1.2x |
| Sat, 10 Jul 2021 | ₹350.9b | ₹308.6b | ₹5.6b | 21.6x | 62.7x | 1.1x |
| Fri, 02 Apr 2021 | ₹293.9b | ₹275.5b | ₹2.0b | 20.7x | 150x | 1.1x |
| Mon, 04 Jan 2021 | ₹254.0b | ₹252.8b | ₹827.8m | 31x | 306.8x | 1x |
| Thu, 08 Oct 2020 | ₹204.6b | ₹241.2b | ₹244.4m | 26.3x | 837.3x | 0.8x |
| Wed, 01 Jul 2020 | ₹153.6b | ₹240.3b | ₹962.5m | 25.9x | 159.6x | 0.6x |
| Sat, 04 Apr 2020 | ₹141.6b | ₹259.5b | ₹4.2b | 13.6x | 33.6x | 0.5x |
| Tue, 07 Jan 2020 | ₹203.1b | ₹268.1b | ₹2.9b | 14.2x | 70.3x | 0.8x |
Price to Earnings Ratio
49.4x
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 39.4x which is lower than its 3-year average PE of 170x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have grown 72% per year over the last three years.
- Revenues for these companies have grown 27% 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 | 0.87% | |
| Industrials | 0.53% | |
| Logistics | -0.77% | |
| Air Freight and Logistics | -0.77% | |
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 | |
|---|---|---|---|---|---|
| 526612 Blue Dart Express | ₹7.36k | 3.5% +₹5.8b | 8.3% | PE36.9x | |
| 532349 Transport Corporation of India | ₹647.75 | 3.7% +₹1.8b | -4.4% | PE15.8x | |
| 532345 Gati | ₹166.40 | 1.9% +₹1.6b | 6.7% | PS1.3x | |
| 532749 Allcargo Logistics | ₹467.15 | 1.2% +₹1.3b | 36.3% | PE10.9x | |
| 526381 Patel Integrated Logistics | ₹13.13 | -4.9% ₹465.7m | -15.3% | PE17.8x |