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Indian (NIFTY) Logistics Industry Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies46
  • 7D7.5%
  • 3M5.8%
  • 1Y16.2%
  • YTD3.4%

Over the last 7 days, the Logistics industry has risen 7.5%, driven by gains from Delhivery of 10%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 37% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Apr 2026₹811.6b₹710.7b₹13.4b17.3x60.7x1.1x
Tue, 10 Mar 2026₹765.3b₹710.7b₹13.4b21x57.3x1.1x
Thu, 05 Feb 2026₹884.8b₹740.3b₹16.4b19.7x53.9x1.2x
Sat, 03 Jan 2026₹791.5b₹715.6b₹16.1b20.5x49.3x1.1x
Mon, 01 Dec 2025₹815.8b₹714.5b₹16.0b20x51.1x1.1x
Wed, 29 Oct 2025₹890.9b₹696.6b₹16.5b26.3x54.1x1.3x
Fri, 26 Sep 2025₹895.2b₹688.6b₹16.4b24.4x54.6x1.3x
Sun, 24 Aug 2025₹890.6b₹688.3b₹16.4b23.8x54.4x1.3x
Tue, 22 Jul 2025₹911.7b₹683.2b₹16.5b21.5x55.2x1.3x
Thu, 19 Jun 2025₹827.6b₹680.5b₹16.5b23.3x50.2x1.2x
Sat, 17 May 2025₹784.4b₹673.9b₹18.1b22x43.3x1.2x
Mon, 14 Apr 2025₹678.1b₹670.0b₹17.9b24.2x37.9x1x
Wed, 12 Mar 2025₹660.3b₹669.7b₹17.9b25.7x37x1x
Fri, 07 Feb 2025₹805.4b₹654.3b₹19.4b27.6x41.4x1.2x
Sun, 05 Jan 2025₹878.5b₹646.7b₹15.1b29.9x58x1.4x
Tue, 03 Dec 2024₹877.6b₹646.5b₹15.1b28.6x58.2x1.4x
Thu, 31 Oct 2024₹907.4b₹630.8b₹12.9b25.1x70.4x1.4x
Sat, 28 Sep 2024₹997.0b₹609.0b₹11.7b30.3x84.9x1.6x
Mon, 26 Aug 2024₹990.0b₹609.4b₹11.7b27.9x84.9x1.6x
Wed, 24 Jul 2024₹907.3b₹590.1b₹9.9b29.3x91.3x1.5x
Fri, 21 Jun 2024₹919.8b₹587.6b₹10.0b32.6x91.8x1.6x
Sun, 19 May 2024₹948.9b₹584.4b₹11.5b26.3x82.7x1.6x
Tue, 16 Apr 2024₹910.3b₹571.4b₹10.3b25.8x88.6x1.6x
Thu, 14 Mar 2024₹835.9b₹571.4b₹10.3b24.4x81.4x1.5x
Sat, 10 Feb 2024₹951.1b₹579.4b₹11.0b28.2x86.6x1.6x
Mon, 08 Jan 2024₹953.6b₹569.4b₹8.9b27.9x106.8x1.7x
Wed, 06 Dec 2023₹914.9b₹566.5b₹8.8b26.5x103.6x1.6x
Fri, 03 Nov 2023₹873.9b₹588.5b₹5.6b27.4x156.8x1.5x
Sun, 01 Oct 2023₹904.1b₹587.5b₹5.9b22.7x152.5x1.5x
Tue, 29 Aug 2023₹895.2b₹590.9b₹6.5b28x137.4x1.5x
Thu, 27 Jul 2023₹813.0b₹508.7b₹6.2b19.4x130.6x1.6x
Sat, 24 Jun 2023₹773.1b₹508.0b₹6.5b18.9x119.7x1.5x
Mon, 22 May 2023₹716.8b₹540.2b₹15.7b23.7x45.6x1.3x
Wed, 19 Apr 2023₹684.7b₹535.9b₹17.1b24.7x40x1.3x
Price to Earnings Ratio

40x


Total Market Cap: ₹684.7bTotal Earnings: ₹17.1bTotal Revenue: ₹535.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 76.1x202420252026
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 60.7x which is lower than its 3-year average PE of 76.1x.
  • 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 7.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.9% 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 Market6.90%
Industrials9.17%
Logistics7.54%
Air Freight and Logistics7.54%
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
DELHIVERY Delhivery₹470.1510.3%
+₹32.9b		90.4%PE230.3x
526612 Blue Dart Express₹5.17k5.7%
+₹6.7b		-17.9%PE48.4x
TVSSCS TVS Supply Chain Solutions₹111.0611.5%
+₹5.0b		0.8%PE53.3x
MAHLOG Mahindra Logistics₹387.7011.4%
+₹3.9b		42.2%PS0.6x
TCIEXP TCI Express₹545.2010.1%
+₹1.9b		-13.7%PE24.7x

Latest News

506975
₹10.15
Rajasthan Petro Synthetics
7D
-18.0%
1Y
n/a
526612
₹5,174.65
Blue Dart Express
7D
5.7%
1Y
-17.9%

526612: Upcoming Results Meeting Will Support Confidence In Earnings Profile

Analysts have kept the fair value estimate for Blue Dart Express steady at ₹6,466, citing only small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that did not meaningfully shift their overall price target view. What's in the News A board meeting is scheduled for January 30, 2026 at 14:00 Indian Standard Time to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (Key Developments).
543621
₹17.20
Cargosol Logistics
7D
-24.0%
1Y
-13.3%
544224
₹722.60
Afcom Holdings
7D
-3.7%
1Y
0.9%
TCIEXP
₹545.20
TCI Express
7D
10.1%
1Y
-13.7%

TCIEXP: Interim Dividend Will Support Positive Outlook Despite Reduced Earnings Assumptions

Analysts have lowered their price target on TCI Express from about ₹801 to about ₹689, citing updated assumptions for growth, margins, discount rate, and future P/E that point to a more measured outlook on the stock's earnings potential. What's in the News Board meeting scheduled for February 3, 2026, to consider and approve the unaudited financial results for the third quarter and nine months ended December 31, 2025, along with other agenda items (Key Developments).
DELHIVERY
₹470.15
Delhivery
7D
10.3%
1Y
90.4%

DELHIVERY: Autonomous Systems And New Financial Arm Will Support Stronger Long Term Profitability

Analysts have kept Delhivery's headline fair value unchanged at ₹600. They have refined assumptions such as a slightly lower discount rate, adjusted revenue growth and profit margin forecasts, and a marginally different future P/E, which together shape a more updated view of risk and earnings quality around the same target level.
SJLOGISTIC
₹293.55
S J Logistics (India)
7D
-3.5%
1Y
-44.1%
GATEWAY
₹57.13
Gateway Distriparks
7D
5.2%
1Y
-7.0%

GATEWAY: Net Debt Free Milestone And Special Dividend Will Support Upside

Analysts have kept the fair value estimate for Gateway Distriparks steady at ₹75.0, with small adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E resulting in a largely unchanged price target. What's in the News The board declared a one-time special interim dividend of ₹1.25 per equity share.
MAHLOG
₹387.70
Mahindra Logistics
7D
11.4%
1Y
42.2%
ALLCARGO
₹8.66
Allcargo Logistics
7D
12.2%
1Y
-68.8%
532029
₹23.05
Sindhu Trade Links
7D
5.0%
1Y
25.2%
506074
₹1.33
Arshiya
7D
-1.5%
1Y
-46.8%
TVSSCS
₹111.06
TVS Supply Chain Solutions
7D
11.5%
1Y
0.8%
523116
₹705.05
Sanco Trans
7D
-0.7%
1Y
-0.1%
TCI
₹1,012.55
Transport Corporation of India
7D
-2.6%
1Y
-7.2%

Transport Corporation of India's (NSE:TCI) Upcoming Dividend Will Be Larger Than Last Year's

Feb 07
Transport Corporation of India's (NSE:TCI) Upcoming Dividend Will Be Larger Than Last Year's
JETFREIGHT
₹17.71
Jet Freight Logistics
7D
-0.4%
1Y
45.4%