Narrative Update • Aug 20
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Indian (NIFTY) Transportation Industry Analysis
UpdatedAug 21, 2026
DataAggregated Company Financials
Companies33
- 7D-1.0%
- 3M8.7%
- 1Y-3.5%
- YTD13.2%
The Transportation industry has stayed flat over the last week. As for the longer term, the industry has declined 3.5% in the last year. 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 |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | ₹676.8b | ₹254.7b | ₹19.8b | 12.8x | 34.1x | 2.7x |
| Mon, 20 Jul 2026 | ₹601.2b | ₹247.3b | ₹19.0b | 16x | 31.7x | 2.4x |
| Wed, 17 Jun 2026 | ₹572.3b | ₹248.1b | ₹18.8b | 14.6x | 30.4x | 2.3x |
| Fri, 15 May 2026 | ₹592.1b | ₹235.0b | ₹18.7b | 17.7x | 31.7x | 2.5x |
| Sun, 12 Apr 2026 | ₹541.3b | ₹234.9b | ₹18.7b | 17.5x | 28.9x | 2.3x |
| Tue, 10 Mar 2026 | ₹523.5b | ₹234.9b | ₹18.7b | 15.2x | 28x | 2.2x |
| Thu, 05 Feb 2026 | ₹507.2b | ₹197.1b | ₹18.2b | 18.1x | 27.9x | 2.6x |
| Sat, 03 Jan 2026 | ₹513.3b | ₹198.2b | ₹18.6b | 18.6x | 27.6x | 2.6x |
| Mon, 01 Dec 2025 | ₹498.0b | ₹192.5b | ₹18.3b | 20.3x | 27.3x | 2.6x |
| Wed, 29 Oct 2025 | ₹517.5b | ₹186.2b | ₹17.9b | 21.1x | 29x | 2.8x |
| Fri, 26 Sep 2025 | ₹512.3b | ₹185.9b | ₹17.8b | 19.7x | 28.7x | 2.8x |
| Sun, 24 Aug 2025 | ₹524.9b | ₹183.5b | ₹17.8b | 18.7x | 29.6x | 2.9x |
| Tue, 22 Jul 2025 | ₹585.5b | ₹182.7b | ₹17.3b | 20.9x | 33.8x | 3.2x |
| Thu, 19 Jun 2025 | ₹559.2b | ₹181.9b | ₹17.3b | 20.6x | 32.4x | 3.1x |
| Sat, 17 May 2025 | ₹541.9b | ₹177.4b | ₹17.0b | 21.2x | 32x | 3.1x |
| Mon, 14 Apr 2025 | ₹505.9b | ₹177.4b | ₹17.0b | 20.4x | 29.8x | 2.9x |
| Wed, 12 Mar 2025 | ₹478.8b | ₹176.3b | ₹16.9b | 19.2x | 28.4x | 2.7x |
| Fri, 07 Feb 2025 | ₹543.8b | ₹170.7b | ₹16.7b | 20x | 32.5x | 3.2x |
| Sun, 05 Jan 2025 | ₹579.6b | ₹168.5b | ₹15.9b | 24.5x | 36.5x | 3.4x |
| Tue, 03 Dec 2024 | ₹614.7b | ₹167.6b | ₹15.8b | 29.3x | 39x | 3.7x |
| Thu, 31 Oct 2024 | ₹621.9b | ₹166.0b | ₹15.7b | 31x | 39.7x | 3.7x |
| Sat, 28 Sep 2024 | ₹688.6b | ₹181.3b | ₹16.5b | 29.1x | 41.8x | 3.8x |
| Mon, 26 Aug 2024 | ₹690.1b | ₹156.0b | ₹15.0b | 35.2x | 46x | 4.4x |
| Wed, 24 Jul 2024 | ₹714.9b | ₹153.1b | ₹15.1b | 28.4x | 47.4x | 4.7x |
| Fri, 21 Jun 2024 | ₹754.1b | ₹153.1b | ₹15.1b | 30.9x | 50x | 4.9x |
| Sun, 19 May 2024 | ₹746.5b | ₹147.1b | ₹14.9b | 40.6x | 50x | 5.1x |
| Tue, 16 Apr 2024 | ₹645.9b | ₹145.7b | ₹14.5b | 41.1x | 44.4x | 4.4x |
| Thu, 14 Mar 2024 | ₹595.9b | ₹143.8b | ₹14.5b | 35.4x | 41.1x | 4.1x |
| Sat, 10 Feb 2024 | ₹653.2b | ₹140.8b | ₹14.4b | 39.7x | 45.5x | 4.6x |
| Mon, 08 Jan 2024 | ₹633.2b | ₹139.7b | ₹14.3b | 37.5x | 44.4x | 4.5x |
| Wed, 06 Dec 2023 | ₹570.7b | ₹138.1b | ₹14.2b | 38.8x | 40.3x | 4.1x |
| Fri, 03 Nov 2023 | ₹494.2b | ₹134.8b | ₹13.6b | 28.6x | 36.4x | 3.7x |
| Sun, 01 Oct 2023 | ₹519.9b | ₹134.8b | ₹13.6b | 33.4x | 38.3x | 3.9x |
| Tue, 29 Aug 2023 | ₹483.3b | ₹134.8b | ₹13.6b | 28.9x | 35.6x | 3.6x |
Price to Earnings Ratio
35.6x
Current Industry PE
- Investors are relatively neutral on the Indian Transportation industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 35.9x.
- The 3-year average PS ratio of 3.4x is higher than the industry's current PS ratio of 2.7x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 24% 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 | -0.52% | |
| Industrials | -0.37% | |
| Transportation | -0.96% | |
| Cargo Ground Transportation | 1.97% | |
| Trucking | 0% | 0 |
| Railroads | -2.74% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 32.1x.
- Analysts are expecting annual earnings growth of 28.4%, which is higher than its past year's earnings growth of 9.2% per year.
- Investors are most pessimistic about the Railroads industry, which is trading below its 3-year average of 37.2x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings growth rate of 9.2% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| SHADOWFAX Shadowfax Technologies | ₹255.39 | 1.6% +₹2.4b | n/a | PE88.4x | |
| 542383 Ritco Logistics | ₹318.05 | 7.1% +₹607.1m | 13.0% | PE28.7x | |
| 531977 Chartered Logistics | ₹10.74 | 13.7% +₹159.5m | 25.6% | PS1.9x | |
| IWARE Iware Supplychain Services | ₹445.00 | 2.8% +₹128.6m | 238.3% | PE31.7x | |
| 512277 Autoriders International | ₹312.60 | 10.1% +₹100.1m | n/a | PE13.1x |
