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Indian (NIFTY) Logistics Industry Analysis

UpdatedJan 31, 2026
DataAggregated Company Financials
Companies46
  • 7D7.2%
  • 3M-15.5%
  • 1Y-7.0%
  • YTD-0.7%

Over the last 7 days, the Logistics industry has risen 7.2%, driven by gains from Delhivery of 9.3%. Meanwhile, Afcom Holdings actually underperformed within the industry, shrinking 5.7% in the last week. However, the industry is down 7.0% over the past year. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Jan 2026₹842.3b₹734.4b₹16.4b19.2x51.4x1.1x
Mon, 29 Dec 2025₹784.8b₹715.6b₹16.1b20.8x48.9x1.1x
Wed, 26 Nov 2025₹802.1b₹714.5b₹16.0b19.4x50.3x1.1x
Fri, 24 Oct 2025₹897.5b₹694.9b₹16.5b26.3x54.5x1.3x
Sun, 21 Sep 2025₹916.3b₹688.6b₹16.4b23.7x55.9x1.3x
Tue, 19 Aug 2025₹881.5b₹688.7b₹16.4b20.5x53.8x1.3x
Thu, 17 Jul 2025₹908.6b₹683.2b₹16.5b21.4x55x1.3x
Sat, 14 Jun 2025₹828.9b₹680.5b₹16.5b22.9x50.3x1.2x
Mon, 12 May 2025₹730.2b₹672.5b₹18.0b20.7x40.5x1.1x
Wed, 09 Apr 2025₹670.8b₹670.0b₹17.9b23.7x37.5x1x
Fri, 07 Mar 2025₹689.8b₹669.7b₹17.9b26.9x38.6x1x
Sun, 02 Feb 2025₹808.4b₹651.9b₹15.3b29.6x52.7x1.2x
Tue, 31 Dec 2024₹863.1b₹646.5b₹15.1b29.9x57.3x1.3x
Thu, 28 Nov 2024₹886.8b₹646.5b₹15.1b28.6x58.9x1.4x
Sat, 26 Oct 2024₹895.1b₹629.6b₹12.8b25x69.7x1.4x
Mon, 23 Sep 2024₹998.3b₹607.7b₹11.6b31.8x85.9x1.6x
Wed, 21 Aug 2024₹975.5b₹608.9b₹11.6b26.1x84x1.6x
Fri, 19 Jul 2024₹935.5b₹587.7b₹10.0b29.7x93.3x1.6x
Sun, 16 Jun 2024₹926.7b₹587.6b₹10.0b34.4x92.5x1.6x
Tue, 14 May 2024₹920.8b₹574.4b₹10.2b25.6x90.5x1.6x
Thu, 11 Apr 2024₹916.6b₹571.4b₹10.3b26.8x89.2x1.6x
Sat, 09 Mar 2024₹927.9b₹571.4b₹10.3b28.3x90.3x1.6x
Mon, 05 Feb 2024₹981.9b₹582.2b₹11.1b27.1x88.6x1.7x
Wed, 03 Jan 2024₹868.3b₹569.4b₹8.9b27.1x97.3x1.5x
Fri, 01 Dec 2023₹904.8b₹566.5b₹8.8b26x102.4x1.6x
Sun, 29 Oct 2023₹886.4b₹587.9b₹5.4b25x163.4x1.5x
Tue, 26 Sep 2023₹910.0b₹587.5b₹5.9b22.7x153.5x1.5x
Thu, 24 Aug 2023₹878.9b₹590.9b₹6.5b23.3x134.9x1.5x
Sat, 22 Jul 2023₹811.7b₹507.7b₹6.4b19.4x125.9x1.6x
Mon, 19 Jun 2023₹769.7b₹508.0b₹6.5b21x119.2x1.5x
Wed, 17 May 2023₹724.9b₹537.8b₹16.1b24.4x45.1x1.3x
Fri, 14 Apr 2023₹701.8b₹535.7b₹17.5b25.4x40.2x1.3x
Sun, 12 Mar 2023₹710.1b₹535.7b₹17.5b26.5x40.6x1.3x
Tue, 07 Feb 2023₹728.0b₹553.0b₹20.0b20.4x36.5x1.3x
Price to Earnings Ratio

36.5x


Total Market Cap: ₹728.0bTotal Earnings: ₹20.0bTotal Revenue: ₹553.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 74.9x202420252026
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 51.4x which is lower than its 3-year average PE of 74.9x.
  • 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 6.3% 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 Market1.81%
Industrials5.70%
Logistics7.16%
Air Freight and Logistics7.16%
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₹422.959.3%
+₹26.8b		31.7%PE229x
MAHLOG Mahindra Logistics₹360.7024.3%
+₹7.0b		-2.4%PS0.5x
TCI Transport Corporation of India₹1.06k6.2%
+₹4.8b		0.2%PE18.8x
526612 Blue Dart Express₹5.49k3.7%
+₹4.6b		-16.5%PE48.9x
532029 Sindhu Trade Links₹20.7815.1%
+₹4.2b		1.0%PS2.9x

Latest News

MAHLOG
₹360.70
Mahindra Logistics
7D
24.3%
1Y
-2.4%

Mahindra Logistics Limited Just Missed EPS By 5.7%: Here's What Analysts Think Will Happen Next

Jan 30
Mahindra Logistics Limited Just Missed EPS By 5.7%: Here's What Analysts Think Will Happen Next
544224
₹715.85
Afcom Holdings
7D
-5.7%
1Y
-27.3%
ALLCARGO
₹10.39
Allcargo Logistics
7D
13.3%
1Y
-75.4%
DELHIVERY
₹422.95
Delhivery
7D
9.3%
1Y
31.7%
TCIEXP
₹543.10
TCI Express
7D
9.5%
1Y
-30.0%

TCIEXP: Upcoming Board Meetings Will Shape Confidence In Future Upside

Analysts have trimmed their price target for TCI Express slightly to ₹1,086.90 from ₹1,088.55, reflecting small adjustments to assumptions on discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Board meeting scheduled on Feb 03, 2026, to consider and approve the unaudited financial results for the third quarter and nine months ended Dec 31, 2025, along with other agenda items (company filing).
DECCANTRAN
₹23.00
Deccan Transcon Leasing
7D
-3.4%
1Y
-63.5%
ZEAL
₹72.00
Zeal Global Services
7D
-6.9%
1Y
-52.9%

These 4 Measures Indicate That Zeal Global Services (NSE:ZEAL) Is Using Debt Extensively

Jan 21
These 4 Measures Indicate That Zeal Global Services (NSE:ZEAL) Is Using Debt Extensively
TCI
₹1,064.00
Transport Corporation of India
7D
6.2%
1Y
0.2%

Transport Corporation of India (NSE:TCI) Seems To Use Debt Quite Sensibly

Jan 21
Transport Corporation of India (NSE:TCI) Seems To Use Debt Quite Sensibly
544646
₹5.42
Shipwaves Online
7D
-18.3%
1Y
n/a
PRANIK
₹51.50
Pranik Logistics
7D
-7.0%
1Y
-33.1%
KLL
₹42.95
Kaushalya Logistics
7D
-3.8%
1Y
-51.7%

Kaushalya Logistics (NSE:KLL) Seems To Be Using A Lot Of Debt

Jan 13
Kaushalya Logistics (NSE:KLL) Seems To Be Using A Lot Of Debt
TVSSCS
₹96.51
TVS Supply Chain Solutions
7D
2.7%
1Y
-32.4%

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
₹195.50
Committed Cargo Care
7D
-1.2%
1Y
-2.2%

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
SVLL
₹632.35
Shree Vasu Logistics
7D
-6.1%
1Y
50.5%
532029
₹20.78
Sindhu Trade Links
7D
15.1%
1Y
1.0%
526612
₹5,493.45
Blue Dart Express
7D
3.7%
1Y
-16.5%