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Indian (NIFTY) Logistics Industry Analysis

UpdatedMar 29, 2026
DataAggregated Company Financials
Companies46
  • 7D-2.0%
  • 3M-5.4%
  • 1Y5.8%
  • YTD-5.9%

Over the last 7 days, the Logistics industry has dropped 2.0%, driven by a pullback from Blue Dart Express of 5.0%. This takes the industry's 12 month performance to a gain of 5.8%. Earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 29 Mar 2026₹738.7b₹710.7b₹13.4b18.5x55.3x1x
Tue, 24 Feb 2026₹815.8b₹710.7b₹13.4b20.8x61x1.1x
Thu, 22 Jan 2026₹721.1b₹699.5b₹16.1b18.3x44.8x1x
Sat, 20 Dec 2025₹779.5b₹715.6b₹16.1b20.4x48.6x1.1x
Mon, 17 Nov 2025₹843.9b₹710.1b₹15.4b20.7x54.8x1.2x
Wed, 15 Oct 2025₹883.2b₹694.9b₹16.5b26.3x53.6x1.3x
Fri, 12 Sep 2025₹895.3b₹688.6b₹16.4b22.6x54.6x1.3x
Sun, 10 Aug 2025₹877.3b₹691.4b₹17.8b24.4x49.3x1.3x
Tue, 08 Jul 2025₹868.4b₹683.1b₹16.6b20.7x52.4x1.3x
Thu, 05 Jun 2025₹828.6b₹680.6b₹16.5b22.7x50.3x1.2x
Sat, 03 May 2025₹726.9b₹671.2b₹17.9b24.3x40.5x1.1x
Mon, 31 Mar 2025₹676.8b₹669.7b₹17.9b24x37.9x1x
Wed, 26 Feb 2025₹699.5b₹669.7b₹17.9b26.2x39.2x1x
Fri, 24 Jan 2025₹824.4b₹646.7b₹15.1b29.3x54.5x1.3x
Sun, 22 Dec 2024₹879.8b₹646.5b₹15.1b28.5x58.4x1.4x
Tue, 19 Nov 2024₹868.1b₹648.3b₹15.1b24.2x57.6x1.3x
Thu, 17 Oct 2024₹989.3b₹626.7b₹12.6b27.1x78.5x1.6x
Sat, 14 Sep 2024₹990.5b₹609.7b₹11.7b31x84.9x1.6x
Mon, 12 Aug 2024₹931.8b₹600.4b₹12.4b28.6x75.4x1.6x
Wed, 10 Jul 2024₹941.2b₹587.8b₹10.0b31.6x93.9x1.6x
Fri, 07 Jun 2024₹871.3b₹579.4b₹10.2b25.5x85.5x1.5x
Sun, 05 May 2024₹934.1b₹574.7b₹10.2b27.5x91.3x1.6x
Tue, 02 Apr 2024₹908.9b₹571.4b₹10.3b27.6x88.5x1.6x
Thu, 29 Feb 2024₹966.6b₹571.4b₹10.3b30.5x94.1x1.7x
Sat, 27 Jan 2024₹928.4b₹576.5b₹9.0b28.4x103x1.6x
Mon, 25 Dec 2023₹917.6b₹569.4b₹8.9b27.4x102.8x1.6x
Wed, 22 Nov 2023₹912.6b₹566.6b₹8.8b24x103.3x1.6x
Fri, 20 Oct 2023₹913.3b₹587.6b₹5.9b25.5x154.6x1.6x
Sun, 17 Sep 2023₹940.7b₹587.5b₹5.9b22.5x158.7x1.6x
Tue, 15 Aug 2023₹796.1b₹488.6b₹7.6b25.5x104.7x1.6x
Thu, 13 Jul 2023₹791.3b₹507.8b₹6.5b19.3x122.5x1.6x
Sat, 10 Jun 2023₹747.3b₹508.3b₹6.4b23.8x116x1.5x
Mon, 08 May 2023₹715.2b₹539.2b₹16.1b25.7x44.3x1.3x
Wed, 05 Apr 2023₹706.9b₹535.7b₹17.5b25.3x40.4x1.3x
Price to Earnings Ratio

40.4x


Total Market Cap: ₹706.9bTotal Earnings: ₹17.5bTotal Revenue: ₹535.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Logistics Industry Price to Earnings3Y Average 75.9x202420252026
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 55.3x which is lower than its 3-year average PE of 75.9x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.0x.
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-1.71%
Industrials-2.15%
Logistics-2.01%
Air Freight and Logistics-2.01%
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₹428.751.4%
+₹4.4b		68.1%PE210x
GATEWAY Gateway Distriparks₹54.005.7%
+₹1.5b		-9.8%PE1369.3x
COMMITTED Committed Cargo Care₹263.302.5%
+₹68.1m		21.0%PE28.2x
523116 Sanco Trans₹730.004.7%
+₹59.4m		-2.1%PE16.2x
543754 Transvoy Logistics India₹92.807.9%
+₹18.1m		n/aPE9.2x

Latest News

MAHLOG
₹348.90
Mahindra Logistics
7D
-4.6%
1Y
33.4%
ALLCARGO
₹7.50
Allcargo Logistics
7D
-7.2%
1Y
-73.8%
526612
₹4,839.60
Blue Dart Express
7D
-5.0%
1Y
-21.2%

526612: Upcoming Results Review Will Reinforce Confidence In Sustained Earnings Profile

Analysts have kept their fair value estimate for Blue Dart Express roughly unchanged at about ₹6,466 per share, indicating only marginal tweaks in the discount rate and long term P/E assumptions rather than any shift in their fundamental view. What's in the News Board meeting scheduled for January 30, 2026, at 14:00 Indian Standard Time to review and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (company filing).
TCIEXP
₹461.00
TCI Express
7D
-7.5%
1Y
-24.8%

TCIEXP: Fair Outlook Will Weigh Interim Dividend And Upcoming Results Review

Analysts have kept the TCI Express price target steady at ₹535.00. The minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions appear to fine tune their existing view rather than signal a clear shift in outlook.
DELHIVERY
₹428.75
Delhivery
7D
1.4%
1Y
68.1%

DELHIVERY: New Financial Services And AI Automation Will Shape Next Phase

Analysts have kept Delhivery's fair value unchanged at ₹523.04 per share, with only slight adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions, resulting in a steady overall price target view. 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 (company filing).
WCIL
₹81.75
Western Carriers (India)
7D
-11.5%
1Y
6.8%
GATEWAY
₹54.00
Gateway Distriparks
7D
5.7%
1Y
-9.8%

GATEWAY: Net Debt Free Milestone And Special Dividend Will Support Upside

Analysts have kept the price target for Gateway Distriparks steady at ₹75.00, with only slight adjustments to assumptions such as discount rate, revenue growth, profit margin and forward P/E. This reflects a largely unchanged view of fair value.
COMMITTED
₹263.30
Committed Cargo Care
7D
2.5%
1Y
21.0%
543754
₹92.80
Transvoy Logistics India
7D
7.9%
1Y
n/a
544224
₹690.55
Afcom Holdings
7D
-6.4%
1Y
-0.6%
532029
₹21.10
Sindhu Trade Links
7D
-9.9%
1Y
31.4%
TVSSCS
₹95.04
TVS Supply Chain Solutions
7D
-5.4%
1Y
-21.3%
523116
₹730.00
Sanco Trans
7D
4.7%
1Y
-2.1%