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Indian (NIFTY) Logistics Industry Analysis

UpdatedJul 25, 2026
DataAggregated Company Financials
Companies45
  • 7D-3.1%
  • 3M3.3%
  • 1Y-10.1%
  • YTD4.1%

Over the last 7 days, the Logistics industry has dropped 3.1%, driven by Delhivery declining 6.0%. In contrast, Mahindra Logistics has gained 7.5%. Overall the industry is down 10% in 12 months. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026₹838.1b₹597.1b₹18.1b15.6x46.2x1.4x
Mon, 22 Jun 2026₹830.6b₹594.0b₹17.7b16.5x46.9x1.4x
Wed, 20 May 2026₹786.0b₹581.7b₹16.0b16.1x49.1x1.4x
Fri, 17 Apr 2026₹814.5b₹710.7b₹13.4b17.4x60.9x1.1x
Sun, 15 Mar 2026₹746.6b₹710.7b₹13.4b20.9x55.9x1.1x
Tue, 10 Feb 2026₹823.1b₹710.6b₹12.5b20.5x65.7x1.2x
Thu, 08 Jan 2026₹795.9b₹714.6b₹16.3b19.2x49x1.1x
Sat, 06 Dec 2025₹785.9b₹714.5b₹16.0b19.5x49.3x1.1x
Mon, 03 Nov 2025₹915.0b₹697.3b₹16.6b27.4x55.1x1.3x
Wed, 01 Oct 2025₹880.3b₹688.9b₹16.3b26x54.1x1.3x
Fri, 29 Aug 2025₹880.1b₹688.3b₹16.4b24.3x53.8x1.3x
Sun, 27 Jul 2025₹893.1b₹685.6b₹16.5b22.4x54.2x1.3x
Tue, 24 Jun 2025₹808.4b₹680.5b₹16.5b22x49x1.2x
Thu, 22 May 2025₹806.1b₹673.8b₹19.7b26.4x41x1.2x
Sat, 19 Apr 2025₹715.2b₹670.0b₹17.9b24.7x40x1.1x
Mon, 17 Mar 2025₹646.1b₹669.7b₹17.9b25.3x36.2x1x
Wed, 12 Feb 2025₹743.9b₹658.4b₹18.8b25.6x39.5x1.1x
Fri, 10 Jan 2025₹849.1b₹646.7b₹15.1b30.3x56.1x1.3x
Sun, 08 Dec 2024₹920.2b₹646.5b₹15.1b29.6x61.1x1.4x
Tue, 05 Nov 2024₹919.9b₹630.8b₹12.8b25.4x71.9x1.5x
Thu, 03 Oct 2024₹1.0t₹609.0b₹11.7b29.6x85.4x1.6x
Sat, 31 Aug 2024₹985.1b₹609.7b₹11.7b32.7x84.4x1.6x
Mon, 29 Jul 2024₹937.6b₹591.0b₹10.0b33.9x93.5x1.6x
Wed, 26 Jun 2024₹910.0b₹587.6b₹10.0b32.3x90.8x1.5x
Fri, 24 May 2024₹905.6b₹584.3b₹11.5b26.6x78.9x1.5x
Sun, 21 Apr 2024₹920.4b₹571.4b₹10.3b26x89.6x1.6x
Tue, 19 Mar 2024₹864.0b₹571.4b₹10.3b26x84.1x1.5x
Thu, 15 Feb 2024₹941.0b₹572.2b₹10.7b29x87.9x1.6x
Sat, 13 Jan 2024₹956.6b₹569.6b₹8.9b27.2x107x1.7x
Mon, 11 Dec 2023₹909.1b₹568.0b₹8.9b25.8x102.7x1.6x
Wed, 08 Nov 2023₹900.4b₹590.3b₹7.1b28.1x126x1.5x
Fri, 06 Oct 2023₹904.0b₹587.5b₹5.9b22.1x152.5x1.5x
Sun, 03 Sep 2023₹910.4b₹590.9b₹6.5b27.5x139.7x1.5x
Tue, 01 Aug 2023₹803.6b₹508.1b₹5.7b19x142.2x1.6x
Price to Earnings Ratio

142.2x


Total Market Cap: ₹803.6bTotal Earnings: ₹5.7bTotal Revenue: ₹508.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 73.3x202420252026
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 46.2x which is lower than its 3-year average PE of 73.3x.
  • 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 grown 48% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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-1.36%
Industrials-1.43%
Logistics-3.12%
Air Freight and Logistics-3.12%
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
MAHLOG Mahindra Logistics₹416.357.5%
+₹2.9b		18.9%PE107.4x
SVLL Shree Vasu Logistics₹772.203.6%
+₹309.2m		-1.7%PE153.6x
COMMITTED Committed Cargo Care₹339.008.1%
+₹275.6m		55.1%PE31.3x
ALLCARGO Allcargo Logistics₹8.061.9%
+₹225.0m		-76.5%PE201.5x
OMFREIGHT Om Freight Forwarders₹92.981.7%
+₹53.2m		n/aPE19.5x

Latest News

MAHLOG
₹416.35
Mahindra Logistics
7D
7.5%
1Y
18.9%
Analysis Article • Jul 23

Mahindra Logistics Limited Just Recorded A 9.0% Revenue Beat: Here's What Analysts Think

Investors in Mahindra Logistics Limited ( NSE:MAHLOG ) had a good week, as its shares rose 3.5% to close at ₹402...
TCIEXP
₹561.15
TCI Express
7D
-3.3%
1Y
-20.0%
Narrative Update • Jul 22

TCIEXP: Upcoming Board Meetings Will Shape Outlook Under Moderated Market Assumptions

Analysts have revised their price target for TCI Express to ₹569.20 from ₹680.64, reflecting updated assumptions around revenue growth, profit margins and the stock's future P/E multiple. What’s in the News for TCI Express TCI Express has scheduled a board meeting on May 27, 2026, at 13:00 Indian Standard Time to consider and approve audited standalone and consolidated financial results for the fourth quarter and full financial year ended March 31, 2026.
526612
₹4,896.75
Blue Dart Express
7D
-0.6%
1Y
-27.4%
Narrative Update • Jul 21

526612: Upcoming Board Decisions Will Clarify Dividend Outlook And Support Bullish Thesis

Analysts have reduced their fair value estimate for Blue Dart Express, lowering the price target from ₹7,900 to ₹6,900. They cite updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations.
WCIL
₹89.98
Western Carriers (India)
7D
-5.0%
1Y
-17.7%
ALLCARGO
₹8.06
Allcargo Logistics
7D
1.9%
1Y
-76.5%
DELHIVERY
₹462.55
Delhivery
7D
-6.0%
1Y
8.7%
Narrative Update • Jul 17

DELHIVERY: GST Disputes And New Fintech Arm Will Shape A Measured Outlook

Analysts have increased their price target for Delhivery from ₹455.93 to ₹480.00, citing updated assumptions on revenue growth, discount rate, profit margin and future P/E that refine their assessment of the company’s valuation profile. What’s in the News for Delhivery Delhivery received an order under Section 74 of the CGST/Maharashtra GST Act, 2017, for FY 2020-21, confirming a tax demand of ₹2.954358 million and a matching penalty related to disallowed input tax credit, with the company stating there is no material impact on its financials, operations, or other activities.
TVSSCS
₹133.13
TVS Supply Chain Solutions
7D
-1.8%
1Y
4.3%
SVLL
₹772.20
Shree Vasu Logistics
7D
3.6%
1Y
-1.7%
TCI
₹917.75
Transport Corporation of India
7D
-1.4%
1Y
-23.8%
544224
₹1,337.35
Afcom Holdings
7D
-6.1%
1Y
22.5%
OMFREIGHT
₹92.98
Om Freight Forwarders
7D
1.7%
1Y
n/a
ACCURACY
₹5.03
Accuracy Shipping
7D
3.3%
1Y
-33.6%
GATEWAY
₹56.38
Gateway Distriparks
7D
-2.9%
1Y
-12.8%
Narrative Update • Jun 24

GATEWAY: Upcoming May 7 Results Will Confirm Upside Case

The latest Narrative Update keeps the Gateway Distriparks analyst fair value unchanged at ₹73.0, with analysts pointing to slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E rather than a major shift in the investment case. What's in the News for Gateway Distriparks Gateway Distriparks has scheduled a Board Meeting on May 7, 2026 to consider and approve the audited standalone financial results for the quarter and year ended March 31, 2026.
DECCANTRAN
₹22.50
Deccan Transcon Leasing
7D
7.9%
1Y
-38.4%
COMMITTED
₹339.00
Committed Cargo Care
7D
8.1%
1Y
55.1%
ASHALOG
₹55.90
Ashapura Logistics
7D
3.5%
1Y
-20.1%