Analysis Article • Jul 23
Have your own idea? Try our Stock Screener
Indian (NIFTY) Logistics Industry Analysis
UpdatedJul 26, 2026
DataAggregated Company Financials
Companies45
- 7D-3.1%
- 3M3.3%
- 1Y-10.1%
- YTD4.1%
Over the last 7 days, the Logistics industry has dropped 3.1%, driven by Delhivery declining 6.0%. Meanwhile, Mahindra Logistics actually outperformed within the industry, gaining 7.5% in the last week. The industry has fallen 10% in the last year. As for the next few years, earnings are expected to grow by 30% per annum.
Industry Valuation and Performance
Has the Indian Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | ₹838.1b | ₹597.1b | ₹18.1b | 15.6x | 46.2x | 1.4x |
| Wed, 24 Jun 2026 | ₹841.4b | ₹594.9b | ₹17.9b | 16.7x | 47.1x | 1.4x |
| Fri, 22 May 2026 | ₹791.2b | ₹581.6b | ₹16.0b | 16x | 49.4x | 1.4x |
| Sun, 19 Apr 2026 | ₹826.6b | ₹710.7b | ₹13.4b | 18x | 61.8x | 1.2x |
| Tue, 17 Mar 2026 | ₹746.6b | ₹710.7b | ₹13.4b | 20.9x | 55.9x | 1.1x |
| Thu, 12 Feb 2026 | ₹828.9b | ₹714.4b | ₹13.2b | 21.1x | 63x | 1.2x |
| Sat, 10 Jan 2026 | ₹771.0b | ₹714.6b | ₹16.3b | 18.9x | 47.4x | 1.1x |
| Mon, 08 Dec 2025 | ₹785.9b | ₹714.5b | ₹16.0b | 19.5x | 49.3x | 1.1x |
| Wed, 05 Nov 2025 | ₹924.3b | ₹698.1b | ₹16.7b | 27.7x | 55.4x | 1.3x |
| Fri, 03 Oct 2025 | ₹872.9b | ₹690.0b | ₹16.3b | 26x | 53.7x | 1.3x |
| Sun, 31 Aug 2025 | ₹878.0b | ₹688.3b | ₹16.4b | 23.5x | 53.6x | 1.3x |
| Tue, 29 Jul 2025 | ₹885.2b | ₹685.6b | ₹16.5b | 22.2x | 53.7x | 1.3x |
| Thu, 26 Jun 2025 | ₹845.2b | ₹680.5b | ₹16.5b | 22.4x | 51.3x | 1.2x |
| Sat, 24 May 2025 | ₹819.6b | ₹673.3b | ₹19.7b | 23.5x | 41.5x | 1.2x |
| Mon, 21 Apr 2025 | ₹715.2b | ₹670.0b | ₹17.9b | 24.7x | 40x | 1.1x |
| Wed, 19 Mar 2025 | ₹664.1b | ₹669.7b | ₹17.9b | 24.9x | 37.2x | 1x |
| Fri, 14 Feb 2025 | ₹736.0b | ₹658.4b | ₹18.8b | 24.5x | 39.1x | 1.1x |
| Sun, 12 Jan 2025 | ₹829.8b | ₹646.7b | ₹15.1b | 29.9x | 54.8x | 1.3x |
| Tue, 10 Dec 2024 | ₹945.0b | ₹646.5b | ₹15.1b | 29.9x | 62.7x | 1.5x |
| Thu, 07 Nov 2024 | ₹931.0b | ₹630.8b | ₹12.8b | 25.7x | 72.8x | 1.5x |
| Sat, 05 Oct 2024 | ₹968.5b | ₹609.0b | ₹11.7b | 29.7x | 82.5x | 1.6x |
| Mon, 02 Sep 2024 | ₹985.4b | ₹609.7b | ₹11.7b | 32.7x | 84.5x | 1.6x |
| Wed, 31 Jul 2024 | ₹947.2b | ₹591.0b | ₹10.0b | 35.4x | 94.5x | 1.6x |
| Fri, 28 Jun 2024 | ₹918.7b | ₹587.6b | ₹10.0b | 31.6x | 91.7x | 1.6x |
| Sun, 26 May 2024 | ₹905.7b | ₹582.0b | ₹11.4b | 26.4x | 79.4x | 1.6x |
| Tue, 23 Apr 2024 | ₹920.4b | ₹571.4b | ₹10.3b | 26x | 89.6x | 1.6x |
| Thu, 21 Mar 2024 | ₹879.9b | ₹571.4b | ₹10.3b | 25.1x | 85.7x | 1.5x |
| Sat, 17 Feb 2024 | ₹960.6b | ₹570.9b | ₹10.2b | 29.6x | 94.4x | 1.7x |
| Mon, 15 Jan 2024 | ₹956.6b | ₹569.6b | ₹8.9b | 27.2x | 107x | 1.7x |
| Wed, 13 Dec 2023 | ₹905.7b | ₹568.0b | ₹8.9b | 28.1x | 102.3x | 1.6x |
| Fri, 10 Nov 2023 | ₹894.6b | ₹589.5b | ₹7.1b | 29x | 126.6x | 1.5x |
| Sun, 08 Oct 2023 | ₹902.7b | ₹587.5b | ₹5.9b | 24.3x | 152.3x | 1.5x |
| Tue, 05 Sep 2023 | ₹918.1b | ₹590.9b | ₹6.5b | 27.4x | 140.9x | 1.6x |
| Thu, 03 Aug 2023 | ₹795.7b | ₹509.0b | ₹5.7b | 18.4x | 139.3x | 1.6x |
Price to Earnings Ratio
139.3x
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 46.2x which is lower than its 3-year average PE of 73.2x.
- 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 47% 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 | -1.36% | |
| Industrials | -1.43% | |
| Logistics | -3.12% | |
| Air Freight and Logistics | -3.12% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MAHLOG Mahindra Logistics | ₹416.35 | 7.5% +₹2.9b | 18.9% | PE107.4x | |
| SVLL Shree Vasu Logistics | ₹772.20 | 3.6% +₹309.2m | -1.7% | PE153.6x | |
| COMMITTED Committed Cargo Care | ₹339.00 | 8.1% +₹275.6m | 55.1% | PE31.3x | |
| ALLCARGO Allcargo Logistics | ₹8.06 | 1.9% +₹225.0m | -76.5% | PE201.5x | |
| OMFREIGHT Om Freight Forwarders | ₹92.98 | 1.7% +₹53.2m | n/a | PE19.5x |
