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Indian (NIFTY) Logistics Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies48
  • 7D-0.9%
  • 3M6.2%
  • 1Y-7.0%
  • YTD7.9%

Over the last 7 days, the Logistics industry has remained flat, although notably Afcom Holdings gained 5.7%. As for the longer term, the industry has declined 7.0% in the last year. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026₹872.6b₹596.3b₹17.9b15.7x48.6x1.5x
Sat, 06 Jun 2026₹790.7b₹594.9b₹17.7b16.6x44.6x1.3x
Mon, 04 May 2026₹815.5b₹712.9b₹13.6b19.6x59.8x1.1x
Wed, 01 Apr 2026₹717.0b₹710.7b₹13.4b17.7x53.6x1x
Fri, 27 Feb 2026₹816.6b₹710.7b₹13.4b21.1x61.1x1.1x
Sun, 25 Jan 2026₹728.5b₹699.5b₹16.1b18.4x45.3x1x
Tue, 23 Dec 2025₹788.4b₹715.6b₹16.1b20.6x49.1x1.1x
Thu, 20 Nov 2025₹839.5b₹713.4b₹16.1b20.5x52.1x1.2x
Sat, 18 Oct 2025₹886.5b₹694.9b₹16.5b26.3x53.8x1.3x
Mon, 15 Sep 2025₹891.9b₹688.6b₹16.4b22.3x54.4x1.3x
Wed, 13 Aug 2025₹882.2b₹692.4b₹18.0b23x48.9x1.3x
Fri, 11 Jul 2025₹898.0b₹683.2b₹16.5b22.2x54.4x1.3x
Sun, 08 Jun 2025₹832.6b₹680.5b₹16.5b23.9x50.5x1.2x
Tue, 06 May 2025₹735.5b₹672.5b₹18.0b21.7x40.8x1.1x
Thu, 03 Apr 2025₹695.5b₹669.7b₹17.9b25x38.9x1x
Sat, 01 Mar 2025₹667.7b₹669.7b₹17.9b26.6x37.4x1x
Mon, 27 Jan 2025₹809.5b₹646.7b₹15.1b28.3x53.5x1.3x
Wed, 25 Dec 2024₹881.8b₹646.5b₹15.1b29.5x58.5x1.4x
Fri, 22 Nov 2024₹874.8b₹646.5b₹15.1b24.6x58x1.4x
Sun, 20 Oct 2024₹973.9b₹626.7b₹12.6b26.2x77.3x1.6x
Tue, 17 Sep 2024₹1.0t₹609.7b₹11.7b30.2x86.3x1.7x
Thu, 15 Aug 2024₹940.0b₹608.1b₹11.6b24.5x80.9x1.5x
Sat, 13 Jul 2024₹930.5b₹587.7b₹10.0b30.9x92.8x1.6x
Mon, 10 Jun 2024₹882.1b₹579.3b₹10.0b26.7x88.2x1.5x
Wed, 08 May 2024₹925.1b₹574.2b₹10.2b25.8x90.4x1.6x
Fri, 05 Apr 2024₹931.8b₹571.4b₹10.3b28.3x90.7x1.6x
Sun, 03 Mar 2024₹962.1b₹571.4b₹10.3b29.9x93.7x1.7x
Tue, 30 Jan 2024₹946.2b₹576.4b₹9.0b27.2x105x1.6x
Thu, 28 Dec 2023₹915.3b₹569.4b₹8.9b27.5x102.5x1.6x
Sat, 25 Nov 2023₹901.1b₹566.6b₹8.8b26.3x102x1.6x
Mon, 23 Oct 2023₹911.2b₹587.5b₹5.9b26.9x154.1x1.6x
Wed, 20 Sep 2023₹926.8b₹587.5b₹5.9b23.6x156.3x1.6x
Fri, 18 Aug 2023₹801.2b₹488.4b₹6.1b24.3x130.9x1.6x
Sun, 16 Jul 2023₹816.3b₹507.7b₹6.4b19.1x126.6x1.6x
Price to Earnings Ratio

126.6x


Total Market Cap: ₹816.3bTotal Earnings: ₹6.4bTotal Revenue: ₹507.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 74.4x202420252026
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 48.6x which is lower than its 3-year average PE of 74.4x.
  • 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 41% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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-1.12%
Industrials-3.78%
Logistics-0.92%
Air Freight and Logistics-0.92%
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₹515.651.2%
+₹4.8b		24.2%PE252.9x
544224 Afcom Holdings₹1.38k7.5%
+₹2.6b		61.0%PE31.1x
TVSSCS TVS Supply Chain Solutions₹141.373.0%
+₹1.8b		4.8%PE54.6x
TCIEXP TCI Express₹553.558.3%
+₹1.6b		-26.5%PE26.1x
MAHLOG Mahindra Logistics₹388.950.7%
+₹253.0m		2.4%PE1685.3x

Latest News

TCI
₹926.95
Transport Corporation of India
7D
-1.1%
1Y
-26.3%
TVSSCS
₹141.37
TVS Supply Chain Solutions
7D
3.0%
1Y
4.8%
TCIEXP
₹553.55
TCI Express
7D
8.3%
1Y
-26.5%
Narrative Update • Jul 08

TCIEXP: Upcoming Board Meetings Will Support Confidence In Future Share Upside

For TCI Express, analysts have trimmed their price target from ₹828.09 to ₹669.00, reflecting updated assumptions for fair value, revenue growth, profit margins, and a lower future P/E multiple in their models. What’s in the News for TCI Express A board meeting is scheduled on May 27, 2026, to consider and approve audited standalone and consolidated financial results for the fourth quarter and the full financial year ended March 31, 2026.
526612
₹4,846.65
Blue Dart Express
7D
-1.0%
1Y
-28.1%
Narrative Update • Jul 07

526612: Board Decisions And Margin Assumptions Will Shape The Next Phase

The analyst price target for Blue Dart Express has been revised from ₹5,196 to ₹4,869, with analysts citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E as the key drivers of this change. What's in the News for Blue Dart Express A board meeting is scheduled on April 13, 2026, to consider and approve management changes at Blue Dart Express.
544224
₹1,378.95
Afcom Holdings
7D
7.5%
1Y
61.0%
MAHLOG
₹388.95
Mahindra Logistics
7D
0.7%
1Y
2.4%
SNOWMAN
₹35.82
Snowman Logistics
7D
-5.8%
1Y
-40.7%
OMFREIGHT
₹95.26
Om Freight Forwarders
7D
-12.0%
1Y
n/a
DELHIVERY
₹515.65
Delhivery
7D
1.2%
1Y
24.2%
Narrative Update • Jun 30

DELHIVERY: Upcoming Governance Moves And Fintech Arm Will Drive Next Bullish Phase

Analysts have raised their Delhivery price target from ₹526.82 to ₹552.09, citing updated assumptions that include revised views on revenue growth, profit margins, discount rate and future P/E multiples. What’s in the News for Delhivery Delhivery has scheduled a Special and Extraordinary Shareholders Meeting on July 9, 2026, via postal ballot in India, according to a company disclosure.
GATEWAY
₹57.93
Gateway Distriparks
7D
-5.7%
1Y
-13.5%
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.
COMMITTED
₹338.00
Committed Cargo Care
7D
2.9%
1Y
54.3%
532029
₹25.63
Sindhu Trade Links
7D
-2.3%
1Y
-20.8%
ALLCARGO
₹7.87
Allcargo Logistics
7D
-6.0%
1Y
-77.2%
WCIL
₹94.73
Western Carriers (India)
7D
-4.0%
1Y
-20.1%
OLIL
₹433.50
Oneclick Logistics India
7D
4.1%
1Y
111.2%
543621
₹25.50
Cargosol Logistics
7D
37.8%
1Y
38.2%