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Indian (NIFTY) Transportation Industry Analysis
UpdatedNov 15, 2024
DataAggregated Company Financials
Companies21
- 7D-7.7%
- 3M-17.5%
- 1Y2.0%
- YTD-10.4%
Over the last 7 days, the Transportation industry has dropped 7.7%, driven by a pullback from Container Corporation of India of 7.4%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 19% annually.
Industry Valuation and Performance
Has the Indian Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 15 Nov 2024 | ₹589.9b | ₹167.1b | ₹15.8b | 28x | 37.2x | 3.5x |
| Sun, 13 Oct 2024 | ₹663.5b | ₹164.5b | ₹15.7b | 29.5x | 42.3x | 4x |
| Tue, 10 Sep 2024 | ₹697.7b | ₹162.4b | ₹15.6b | 31.9x | 44.6x | 4.3x |
| Thu, 08 Aug 2024 | ₹698.0b | ₹153.9b | ₹14.9b | 27.6x | 46.8x | 4.5x |
| Sat, 06 Jul 2024 | ₹733.9b | ₹153.1b | ₹15.1b | 30.7x | 48.7x | 4.8x |
| Mon, 03 Jun 2024 | ₹736.6b | ₹151.0b | ₹14.7b | 36.6x | 50.1x | 4.9x |
| Wed, 01 May 2024 | ₹708.5b | ₹145.7b | ₹14.5b | 40.4x | 48.7x | 4.9x |
| Fri, 29 Mar 2024 | ₹612.6b | ₹143.8b | ₹14.5b | 35.9x | 42.2x | 4.3x |
| Sun, 25 Feb 2024 | ₹692.5b | ₹143.8b | ₹14.5b | 42.9x | 47.8x | 4.8x |
| Tue, 23 Jan 2024 | ₹619.2b | ₹139.9b | ₹14.3b | 41.1x | 43.3x | 4.4x |
| Thu, 21 Dec 2023 | ₹593.4b | ₹139.7b | ₹14.3b | 32.3x | 41.6x | 4.2x |
| Sat, 18 Nov 2023 | ₹538.9b | ₹138.0b | ₹14.1b | 31.2x | 38.1x | 3.9x |
| Mon, 16 Oct 2023 | ₹511.5b | ₹134.8b | ₹13.6b | 33x | 37.6x | 3.8x |
| Wed, 13 Sep 2023 | ₹509.0b | ₹134.8b | ₹13.6b | 29.3x | 37.5x | 3.8x |
| Fri, 11 Aug 2023 | ₹504.8b | ₹135.1b | ₹14.1b | 33.9x | 35.9x | 3.7x |
| Sun, 09 Jul 2023 | ₹486.8b | ₹134.3b | ₹14.1b | 33.2x | 34.6x | 3.6x |
| Tue, 06 Jun 2023 | ₹486.6b | ₹134.4b | ₹14.1b | 30.2x | 34.6x | 3.6x |
| Thu, 04 May 2023 | ₹451.3b | ₹134.3b | ₹13.9b | 19.2x | 32.5x | 3.4x |
| Sat, 01 Apr 2023 | ₹423.5b | ₹134.3b | ₹13.9b | 17.6x | 30.5x | 3.2x |
| Mon, 27 Feb 2023 | ₹424.8b | ₹134.3b | ₹13.9b | 19.5x | 30.6x | 3.2x |
| Wed, 25 Jan 2023 | ₹479.1b | ₹134.2b | ₹14.2b | 21.5x | 33.8x | 3.6x |
| Fri, 23 Dec 2022 | ₹519.9b | ₹134.4b | ₹14.1b | 18.2x | 36.8x | 3.9x |
| Sun, 20 Nov 2022 | ₹513.1b | ₹134.0b | ₹14.1b | 23x | 36.4x | 3.8x |
| Tue, 18 Oct 2022 | ₹491.7b | ₹130.3b | ₹13.7b | 24.1x | 36x | 3.8x |
| Thu, 15 Sep 2022 | ₹540.2b | ₹129.2b | ₹13.7b | 25.4x | 39.6x | 4.2x |
| Sat, 13 Aug 2022 | ₹495.7b | ₹129.6b | ₹13.6b | 25.5x | 36.4x | 3.8x |
| Mon, 11 Jul 2022 | ₹471.0b | ₹124.7b | ₹12.7b | 27.1x | 37.2x | 3.8x |
| Wed, 08 Jun 2022 | ₹451.2b | ₹122.8b | ₹12.6b | 27.1x | 35.8x | 3.7x |
| Fri, 06 May 2022 | ₹458.8b | ₹120.8b | ₹10.0b | 33.7x | 45.8x | 3.8x |
| Sun, 03 Apr 2022 | ₹471.9b | ₹120.8b | ₹10.0b | 28.7x | 47.1x | 3.9x |
| Tue, 01 Mar 2022 | ₹418.0b | ₹121.2b | ₹10.0b | 26.8x | 41.8x | 3.4x |
| Thu, 27 Jan 2022 | ₹432.4b | ₹120.3b | ₹9.8b | 23.1x | 44x | 3.6x |
| Sat, 25 Dec 2021 | ₹420.3b | ₹118.6b | ₹9.3b | 21.1x | 45.1x | 3.5x |
| Mon, 22 Nov 2021 | ₹449.0b | ₹116.3b | ₹9.2b | 16.6x | 49x | 3.9x |
Price to Earnings Ratio
49x
Current Industry PE
- Investors are pessimistic on the Indian Transportation 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 37.2x which is lower than its 3-year average PE of 40.3x.
- The 3-year average PS ratio of 3.9x is higher than the industry's current PS ratio of 3.5x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 20% per year over the last three years.
- Revenues for these companies have grown 13% 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 | -4.32% | |
| Industrials | -6.16% | |
| Transportation | -7.74% | |
| Trucking | 0% | |
| Railroads | -7.43% | |
| Cargo Ground Transportation | -8.11% | |
Industry PE
- Investors are most optimistic about the Railroads industry, which is trading close to its 3-year average PE ratio of 41.8x.
- Analysts are expecting annual earnings growth of 17.2%, which is higher than its past year's earnings decline of 1.7% per year.
- Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average of 36.2x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings growth rate of 19% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 17% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WTICAB Wise Travel India | ₹249.30 | 2.4% +₹136.9m | n/a | PE25.6x | |
| DRSDILIP DRS Dilip Roadlines | ₹109.65 | 7.5% +₹115.2m | n/a | PE41.1x | |
| TIMESCAN Timescan Logistics (India) | ₹73.85 | 8.6% +₹40.9m | -6.3% | PE13.6x | |
| 544237 Rapid Multimodal Logistics | ₹60.00 | 4.9% +₹10.7m | n/a | PE12.8x | |
| 520131 Coastal Roadways | ₹41.51 | 4.3% +₹7.0m | 79.3% | PE13.9x |
