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Indian (NIFTY) Logistics Industry Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies46
  • 7D0.3%
  • 3M-12.0%
  • 1Y-19.3%
  • YTD-12.7%

In the last week, the Logistics industry is flat overall, with Blue Dart Express standing out by going down 3.2%. Unfortunately though, the industry is down 19% over the past 12 months. Looking forward, 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
Sun, 14 Dec 2025₹788.1b₹714.5b₹16.0b18.6x49.4x1.1x
Tue, 11 Nov 2025₹862.4b₹704.3b₹16.1b27.5x53.4x1.2x
Thu, 09 Oct 2025₹890.8b₹694.9b₹16.5b23.9x54.1x1.3x
Sat, 06 Sep 2025₹889.9b₹688.6b₹16.4b23.2x54.3x1.3x
Mon, 04 Aug 2025₹861.6b₹690.9b₹17.1b20.9x50.4x1.2x
Wed, 02 Jul 2025₹844.5b₹682.9b₹16.6b20.7x50.8x1.2x
Fri, 30 May 2025₹820.6b₹682.3b₹16.9b20.7x48.7x1.2x
Sun, 27 Apr 2025₹742.6b₹671.2b₹17.9b24.1x41.4x1.1x
Tue, 25 Mar 2025₹703.5b₹669.7b₹17.9b26.8x39.4x1.1x
Thu, 20 Feb 2025₹695.8b₹669.6b₹17.9b26x39x1x
Sat, 18 Jan 2025₹844.4b₹646.7b₹15.1b28.9x55.8x1.3x
Mon, 16 Dec 2024₹955.9b₹646.5b₹15.1b29.2x63.4x1.5x
Wed, 13 Nov 2024₹893.4b₹631.5b₹13.0b27.4x68.8x1.4x
Fri, 11 Oct 2024₹996.0b₹626.1b₹12.6b27.8x79.3x1.6x
Sun, 08 Sep 2024₹987.6b₹609.7b₹11.7b32.3x84.7x1.6x
Tue, 06 Aug 2024₹923.1b₹598.0b₹12.2b33.1x75.8x1.5x
Thu, 04 Jul 2024₹937.2b₹587.6b₹10.0b31.2x93.5x1.6x
Sat, 01 Jun 2024₹873.0b₹579.8b₹11.1b25.5x78.8x1.5x
Mon, 29 Apr 2024₹930.9b₹573.1b₹10.2b28.5x91.7x1.6x
Wed, 27 Mar 2024₹897.4b₹571.4b₹10.3b26.5x87.4x1.6x
Fri, 23 Feb 2024₹971.0b₹571.4b₹10.3b31.4x94.5x1.7x
Sun, 21 Jan 2024₹928.8b₹575.9b₹9.0b26.7x103.1x1.6x
Tue, 19 Dec 2023₹907.1b₹568.0b₹8.9b28.9x102.5x1.6x
Thu, 16 Nov 2023₹911.0b₹565.6b₹7.9b28.8x114.9x1.6x
Sat, 14 Oct 2023₹915.6b₹587.5b₹5.9b24.7x154.5x1.6x
Mon, 11 Sep 2023₹932.3b₹590.8b₹6.5b27.8x142.5x1.6x
Wed, 09 Aug 2023₹798.1b₹510.5b₹8.8b18.9x90.8x1.6x
Fri, 07 Jul 2023₹786.5b₹508.0b₹6.5b20x121.8x1.5x
Sun, 04 Jun 2023₹724.4b₹508.1b₹13.3b19.6x54.3x1.4x
Tue, 02 May 2023₹723.0b₹538.4b₹16.8b24x43x1.3x
Thu, 30 Mar 2023₹695.0b₹535.7b₹17.5b24.5x39.8x1.3x
Sat, 25 Feb 2023₹733.8b₹535.7b₹17.5b25.7x41.9x1.4x
Mon, 23 Jan 2023₹772.1b₹548.5b₹20.3b24.4x38x1.4x
Wed, 21 Dec 2022₹810.6b₹549.6b₹20.3b24.6x39.9x1.5x
Price to Earnings Ratio

39.9x


Total Market Cap: ₹810.6bTotal Earnings: ₹20.3bTotal Revenue: ₹549.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 74.5x202320242025
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 49.4x which is lower than its 3-year average PE of 74.5x.
  • 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 7.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.1% 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-0.34%
Industrials-0.59%
Logistics0.29%
Air Freight and Logistics0.29%
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₹412.301.9%
+₹5.8b		5.6%PE223.1x
TVSSCS TVS Supply Chain Solutions₹109.454.4%
+₹2.0b		-41.5%PE85.3x
544224 Afcom Holdings₹859.505.8%
+₹1.2b		-6.0%PE25.3x
MAHLOG Mahindra Logistics₹323.202.8%
+₹857.9m		-16.5%PS0.5x
TCI Transport Corporation of India₹1.05k0.6%
+₹468.0m		-12.0%PE18.5x

Latest News

GATEWAY
₹60.29
Gateway Distriparks
7D
0.6%
1Y
-31.1%
DELHIVERY
₹412.30
Delhivery
7D
1.9%
1Y
5.6%

DELHIVERY: New Financial Services Arm Will Drive Future Logistics Expansion

Narrative Update on Delhivery Analysts have maintained their fair value estimate for Delhivery at ₹498.65 per share, citing only marginal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions that are not material enough to alter the overall valuation outlook. What's in the News The board has approved the incorporation of Delhivery Financial Services Private Limited, a wholly owned subsidiary in India that will offer payments, FASTag aggregation, fuel cards and insurance solutions to logistics partners and MSMEs, backed by an initial investment of up to ₹12 crore (regulatory filing).
PRANIK
₹54.00
Pranik Logistics
7D
-15.2%
1Y
-40.1%
ALLCARGO
₹11.80
Allcargo Logistics
7D
-9.2%
1Y
-78.2%
IWARE
₹221.10
Iware Supplychain Services
7D
6.1%
1Y
n/a

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

Dec 04
Is Iware Supplychain Services (NSE:IWARE) A Risky Investment?
TVSSCS
₹109.45
TVS Supply Chain Solutions
7D
4.4%
1Y
-41.5%

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
SVLL
₹719.50
Shree Vasu Logistics
7D
4.3%
1Y
114.6%
SJLOGISTIC
₹358.95
S J Logistics (India)
7D
-4.7%
1Y
-48.8%
OLIL
₹300.50
Oneclick Logistics India
7D
-6.2%
1Y
194.9%

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
DECCANTRAN
₹25.75
Deccan Transcon Leasing
7D
-10.4%
1Y
-56.8%

Deccan Transcon Leasing (NSE:DECCANTRAN) Might Be Having Difficulty Using Its Capital Effectively

Nov 17
Deccan Transcon Leasing (NSE:DECCANTRAN) Might Be Having Difficulty Using Its Capital Effectively
532029
₹21.48
Sindhu Trade Links
7D
-7.0%
1Y
-10.9%
TCIEXP
₹564.65
TCI Express
7D
-2.1%
1Y
-33.2%

Capital Allocation Trends At TCI Express (NSE:TCIEXP) Aren't Ideal

Nov 11
Capital Allocation Trends At TCI Express (NSE:TCIEXP) Aren't Ideal
MAHLOG
₹323.20
Mahindra Logistics
7D
2.8%
1Y
-16.5%
544224
₹859.50
Afcom Holdings
7D
5.8%
1Y
-6.0%
526612
₹5,388.65
Blue Dart Express
7D
-3.2%
1Y
-31.2%
TCI
₹1,048.30
Transport Corporation of India
7D
0.6%
1Y
-12.0%