Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Indian (NIFTY) Logistics Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies46
  • 7D-3.1%
  • 3M-3.0%
  • 1Y10.8%
  • YTD-2.5%

Over the last 7 days, the Logistics industry has dropped 3.2%, driven by Delhivery declining 2.9%. This takes the industry's 12 month performance to a gain of 9.6%. 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
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
Fri, 17 Mar 2023₹699.4b₹535.7b₹17.5b25.6x40x1.3x
Price to Earnings Ratio

40x


Total Market Cap: ₹699.4bTotal Earnings: ₹17.5bTotal Revenue: ₹535.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 75.6x202420252026
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 58.6x which is lower than its 3-year average PE of 75.6x.
  • 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 8.5% 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 Market-3.45%
Industrials-3.24%
Logistics-3.09%
Air Freight and Logistics-3.09%
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
532029 Sindhu Trade Links₹23.970.3%
+₹107.9m		65.8%PS5.2x
OLIL Oneclick Logistics India₹308.209.3%
+₹94.6m		84.3%PE66x
SVLL Shree Vasu Logistics₹552.550.6%
+₹40.8m		36.9%PE220.6x
COMMITTED Committed Cargo Care₹212.301.1%
+₹24.9m		3.7%PE22.8x
MAHESHWARI Maheshwari Logistics₹42.001.2%
+₹14.8m		-24.5%PE6.2x

Latest News

526612
₹5,302.15
Blue Dart Express
7D
-4.4%
1Y
-8.2%

526612: Upcoming Results Review Will Support Confidence Despite Slightly Softer Assumptions

Analysts have trimmed their price target on Blue Dart Express from ₹6,884 to ₹6,466. This reflects updated assumptions for slightly lower revenue growth, profit margins, and a modestly reduced future P/E multiple.
DELHIVERY
₹415.65
Delhivery
7D
-2.9%
1Y
65.7%

DELHIVERY: New Financial Services Expansion Will Anchor Next Phase Of Growth

Narrative Update on Delhivery The updated analyst price target for Delhivery edges up from about ₹522 to about ₹523, with analysts citing slightly revised assumptions for the discount rate, revenue growth, profit margin, and future P/E to explain the change. What's in the News Board meeting scheduled on January 31, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025.
COMMITTED
₹212.30
Committed Cargo Care
7D
1.1%
1Y
3.7%
MAHESHWARI
₹42.00
Maheshwari Logistics
7D
1.2%
1Y
-24.5%
TVSSCS
₹106.69
TVS Supply Chain Solutions
7D
-5.3%
1Y
-21.2%
532029
₹23.97
Sindhu Trade Links
7D
0.3%
1Y
65.8%
WCIL
₹98.19
Western Carriers (India)
7D
-10.1%
1Y
15.7%
544224
₹749.35
Afcom Holdings
7D
-4.8%
1Y
10.7%
ALLCARGO
₹7.48
Allcargo Logistics
7D
-7.1%
1Y
-76.1%
TCI
₹961.20
Transport Corporation of India
7D
-1.6%
1Y
-2.8%

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
SVLL
₹552.55
Shree Vasu Logistics
7D
0.6%
1Y
36.9%

Shree Vasu Logistics (NSE:SVLL) Has More To Do To Multiply In Value Going Forward

Feb 05
Shree Vasu Logistics (NSE:SVLL) Has More To Do To Multiply In Value Going Forward
JETFREIGHT
₹18.49
Jet Freight Logistics
7D
0.5%
1Y
59.1%
MAHLOG
₹390.60
Mahindra Logistics
7D
-2.3%
1Y
49.4%

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
KLL
₹39.30
Kaushalya Logistics
7D
0.8%
1Y
-55.4%

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
OLIL
₹308.20
Oneclick Logistics India
7D
9.3%
1Y
84.3%

Some Confidence Is Lacking In Oneclick Logistics India Limited's (NSE:OLIL) P/E

Nov 18
Some Confidence Is Lacking In Oneclick Logistics India Limited's (NSE:OLIL) P/E