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Indian (NIFTY) Logistics Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies46
  • 7D-3.1%
  • 3M14.7%
  • 1Y-5.4%
  • YTD4.6%

Over the last 7 days, the Logistics industry has dropped 3.1%, driven by Delhivery declining 4.2%. However, the industry is down 5.4% over the past year. Looking forward, earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Jun 2026₹823.7b₹594.3b₹17.9b17.1x46.1x1.4x
Thu, 28 May 2026₹799.7b₹590.0b₹16.2b16.1x49.4x1.4x
Sat, 25 Apr 2026₹801.0b₹713.1b₹13.6b19.2x58.7x1.1x
Mon, 23 Mar 2026₹753.9b₹710.7b₹13.4b20.4x56.4x1.1x
Wed, 18 Feb 2026₹826.3b₹710.3b₹13.4b19.8x61.9x1.2x
Fri, 16 Jan 2026₹756.8b₹699.5b₹16.1b19.3x47x1.1x
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
Price to Earnings Ratio

121.8x


Total Market Cap: ₹786.5bTotal Earnings: ₹6.5bTotal Revenue: ₹508.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 75x202420252026
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 46.1x which is lower than its 3-year average PE of 75.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have grown 40% per year over the last three years.
  • Revenues for these companies have grown 5.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Indian Industrials industry?

IN Market-1.47%
Industrials-2.44%
Logistics-3.06%
Air Freight and Logistics-3.06%
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
544224 Afcom Holdings₹1.23k4.0%
+₹1.3b		39.9%PE27.8x
OMFREIGHT Om Freight Forwarders₹95.2912.1%
+₹345.5m		n/aPE20x
MAHLOG Mahindra Logistics₹372.400.7%
+₹272.9m		10.7%PE1613.6x
COMMITTED Committed Cargo Care₹321.003.9%
+₹129.7m		33.8%PE29.6x
526381 Patel Integrated Logistics₹16.2510.3%
+₹105.8m		-1.6%PE11.8x

Latest News

TCI
₹935.55
Transport Corporation of India
7D
-1.1%
1Y
-17.2%
TCIEXP
₹515.55
TCI Express
7D
-4.3%
1Y
-32.2%
526381
₹16.25
Patel Integrated Logistics
7D
10.3%
1Y
-1.6%
MAHLOG
₹372.40
Mahindra Logistics
7D
0.7%
1Y
10.7%
Narrative Update • Jun 26

MAHLOG: Higher Margin Outlook Will Support A More Optimistic Forward P/E

Analysts have lifted their price target for Mahindra Logistics from about ₹389 to about ₹457, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the revision. What’s in the News for Mahindra Logistics No recent Mahindra Logistics news items were available from the provided primary sources.
GATEWAY
₹56.87
Gateway Distriparks
7D
-9.1%
1Y
-13.8%
Narrative Update • Jun 24

GATEWAY: Upcoming May 7 Results Will Confirm Upside Case

The latest Narrative Update keeps the Gateway Distriparks analyst fair value unchanged at ₹73.0, with analysts pointing to slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E rather than a major shift in the investment case. What's in the News for Gateway Distriparks Gateway Distriparks has scheduled a Board Meeting on May 7, 2026 to consider and approve the audited standalone financial results for the quarter and year ended March 31, 2026.
526612
₹4,870.25
Blue Dart Express
7D
-2.5%
1Y
-23.8%
Narrative Update • Jun 23

526612: Upcoming Board And Dividend Decisions Will Support Future Earnings Confidence

Analysts have kept their price target for Blue Dart Express broadly unchanged at ₹5,773.80, reflecting only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions rather than a shift in their overall view on the stock. What's in the News Blue Dart Express has scheduled a board meeting on Apr 13, 2026, to consider and approve management changes.
COMMITTED
₹321.00
Committed Cargo Care
7D
3.9%
1Y
33.8%
532029
₹24.55
Sindhu Trade Links
7D
-2.7%
1Y
-5.1%
ALLCARGO
₹8.09
Allcargo Logistics
7D
-5.4%
1Y
-77.2%
DELHIVERY
₹463.55
Delhivery
7D
-4.2%
1Y
21.1%
Narrative Update • Jun 16

DELHIVERY: Governance Reforms And Upcoming Board Decisions Will Support Long Term Profitability

Analysts have raised the Delhivery price target from ₹600 to ₹630, citing updated assumptions around revenue growth, profit margins and future P/E that are reflected in the revised fair value estimate. What’s in the News for Delhivery Delhivery has scheduled a Board Meeting for May 16, 2026, at 13:00 Indian Standard Time to consider and approve the audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, and to consider a declaration with respect to the audit report with unmodified opinion.
544224
₹1,231.55
Afcom Holdings
7D
4.0%
1Y
39.9%
SVLL
₹712.15
Shree Vasu Logistics
7D
1.1%
1Y
0.3%
TVSSCS
₹131.81
TVS Supply Chain Solutions
7D
-4.4%
1Y
-3.4%
OMFREIGHT
₹95.29
Om Freight Forwarders
7D
12.1%
1Y
n/a
Analysis Article • Jun 04

Earnings Troubles May Signal Larger Issues for Om Freight Forwarders (NSE:OMFREIGHT) Shareholders

Om Freight Forwarders Limited's ( NSE:OMFREIGHT ) recent weak earnings report didn't cause a big stock movement. Our...
536264
₹37.50
Tiger Logistics (India)
7D
1.5%
1Y
-33.8%
PRANIK
₹51.00
Pranik Logistics
7D
10.6%
1Y
-38.8%