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Indian (NIFTY) Logistics Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies47
  • 7D1.8%
  • 3M-12.6%
  • 1Y-12.8%
  • YTD-12.9%

Over the last 7 days, the Logistics industry has risen 1.8%, driven by gains from Delhivery of 1.6%. In the same time, Sindhu Trade Links was down 5.2%. In the past year, the industry is down 13%. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025₹787.7b₹715.6b₹16.1b20.8x49.1x1.1x
Sat, 22 Nov 2025₹818.4b₹715.7b₹16.0b20.7x51.1x1.1x
Mon, 20 Oct 2025₹886.5b₹694.9b₹16.5b26.3x53.8x1.3x
Wed, 17 Sep 2025₹911.5b₹688.6b₹16.4b23.3x55.6x1.3x
Fri, 15 Aug 2025₹877.2b₹688.5b₹16.5b21.8x53.2x1.3x
Sun, 13 Jul 2025₹886.5b₹683.2b₹16.5b22x53.7x1.3x
Tue, 10 Jun 2025₹840.3b₹680.5b₹16.5b24.5x51x1.2x
Thu, 08 May 2025₹734.1b₹672.5b₹18.0b21.5x40.8x1.1x
Sat, 05 Apr 2025₹682.4b₹670.0b₹17.9b23.1x38.2x1x
Mon, 03 Mar 2025₹667.7b₹669.7b₹17.9b26.6x37.4x1x
Wed, 29 Jan 2025₹780.2b₹650.1b₹15.4b27.4x50.5x1.2x
Fri, 27 Dec 2024₹887.0b₹646.5b₹15.1b30.3x58.9x1.4x
Sun, 24 Nov 2024₹880.7b₹646.5b₹15.1b26.7x58.4x1.4x
Tue, 22 Oct 2024₹954.3b₹626.7b₹12.6b25.6x75.8x1.5x
Thu, 19 Sep 2024₹1.0t₹605.8b₹11.3b29.3x88.7x1.7x
Sat, 17 Aug 2024₹948.5b₹608.9b₹11.6b24.9x81.7x1.6x
Mon, 15 Jul 2024₹930.5b₹587.7b₹10.0b30.9x92.8x1.6x
Wed, 12 Jun 2024₹896.1b₹579.2b₹10.0b26.8x89.6x1.5x
Fri, 10 May 2024₹916.6b₹574.4b₹10.2b25.3x89.5x1.6x
Sun, 07 Apr 2024₹940.9b₹571.4b₹10.3b27.6x91.6x1.6x
Tue, 05 Mar 2024₹958.8b₹571.4b₹10.3b30.8x93.4x1.7x
Thu, 01 Feb 2024₹970.8b₹577.3b₹8.8b27.7x110x1.7x
Sat, 30 Dec 2023₹921.6b₹569.4b₹8.9b27.3x103.3x1.6x
Mon, 27 Nov 2023₹901.1b₹566.6b₹8.8b26.3x102x1.6x
Wed, 25 Oct 2023₹887.1b₹587.9b₹5.6b24.5x157.5x1.5x
Fri, 22 Sep 2023₹919.8b₹587.5b₹5.9b22.7x155.2x1.6x
Sun, 20 Aug 2023₹796.9b₹488.5b₹6.1b23.2x130.2x1.6x
Tue, 18 Jul 2023₹815.2b₹507.7b₹6.4b18.9x126.4x1.6x
Thu, 15 Jun 2023₹770.3b₹508.0b₹6.5b22.1x119.4x1.5x
Sat, 13 May 2023₹718.1b₹538.8b₹16.1b24.7x44.5x1.3x
Mon, 10 Apr 2023₹710.4b₹535.7b₹17.5b26.4x40.6x1.3x
Wed, 08 Mar 2023₹719.6b₹535.7b₹17.5b26.4x41.2x1.3x
Fri, 03 Feb 2023₹718.4b₹551.2b₹20.1b22.2x35.8x1.3x
Sun, 01 Jan 2023₹786.4b₹549.6b₹20.3b24.9x38.7x1.4x
Price to Earnings Ratio

38.7x


Total Market Cap: ₹786.4bTotal Earnings: ₹20.3bTotal Revenue: ₹549.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 74.6x202320242025
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 49.1x which is lower than its 3-year average PE of 74.6x.
  • 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 7.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.2% 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 Market1.60%
Industrials2.16%
Logistics1.77%
Air Freight and Logistics1.77%
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?

CompanyLast Price7D1YValuation
526612 Blue Dart Express₹5.44k2.9%
+₹3.6b		-26.5%PE48.4x
DELHIVERY Delhivery₹406.100.9%
+₹2.8b		15.7%PE219.8x
TCI Transport Corporation of India₹1.07k3.3%
+₹2.6b		-6.0%PE18.9x
TVSSCS TVS Supply Chain Solutions₹108.534.2%
+₹2.0b		-36.1%PE84.6x
GATEWAY Gateway Distriparks₹62.746.1%
+₹1.8b		-22.1%PE8x

Latest News

ASHALOG
₹66.10
Ashapura Logistics
7D
-3.6%
1Y
-26.5%
DELHIVERY
₹406.10
Delhivery
7D
0.9%
1Y
15.7%

DELHIVERY: Expanding Cross Border Services Will Support Stronger Long Term Profitability

Analysts have modestly raised their fair value estimate for Delhivery to ₹600 from about ₹594, citing expectations of slightly improved long term profit margins despite a marginally higher discount rate and more conservative future valuation multiples. What's in the News Launched Delhivery International, a new Economy Air Parcel service aimed at making cross border exports more affordable and reliable for SMEs and large enterprises across India.
544224
₹868.95
Afcom Holdings
7D
4.2%
1Y
0.2%
544646
₹8.84
Shipwaves Online
7D
-18.4%
1Y
n/a
TCIEXP
₹586.05
TCI Express
7D
1.8%
1Y
-29.4%

TCIEXP: Rising Margins And Earnings Multiple Are Expected To Drive Upside

Analysts have nudged their fair value estimate for TCI Express slightly lower to around ₹1,120 from roughly ₹1,126, reflecting a modestly higher perceived risk, offset by marginally stronger long term revenue growth and profit margin expectations, along with a slightly lower anticipated future P E multiple. What's in the News Board meeting scheduled for November 6, 2025, to review and approve the unaudited standalone and consolidated financial results for the second quarter and half year ended September 30, 2025, along with other agenda items (company filing) Valuation Changes The Fair Value Estimate has edged down slightly to approximately ₹1,120 from about ₹1,126, reflecting a modest reassessment of risk and return expectations.
GATEWAY
₹62.74
Gateway Distriparks
7D
6.1%
1Y
-22.1%
ALLCARGO
₹10.79
Allcargo Logistics
7D
-0.5%
1Y
-78.2%
543754
₹126.40
Transvoy Logistics India
7D
-9.7%
1Y
n/a
IWARE
₹202.80
Iware Supplychain Services
7D
-2.4%
1Y
n/a

Is Iware Supplychain Services (NSE:IWARE) A Risky Investment?

Dec 04
Is Iware Supplychain Services (NSE:IWARE) A Risky Investment?
TVSSCS
₹108.53
TVS Supply Chain Solutions
7D
4.2%
1Y
-36.1%

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
₹206.05
Committed Cargo Care
7D
-5.0%
1Y
65.4%

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
₹701.60
Shree Vasu Logistics
7D
-0.5%
1Y
112.8%
532029
₹20.55
Sindhu Trade Links
7D
-3.4%
1Y
-8.6%
MAHLOG
₹328.65
Mahindra Logistics
7D
4.7%
1Y
-13.5%
526612
₹5,437.50
Blue Dart Express
7D
2.9%
1Y
-26.5%
TCI
₹1,069.20
Transport Corporation of India
7D
3.3%
1Y
-6.0%