Don’t you agree that supply chain management is an essential element of all sectors that necessitate the transfer of goods from one place to another? The logistics industry in India is among the swiftest growing globally, presently valued at more than $215 billion. An estimated CAGR of 10.5% is anticipated for the sector in the upcoming five years. Because of the Indian government’s emphasis on constructing infrastructure and the swift expansion of eCommerce, the logistics sector in India has been flourishing.
In this comprehensive guide, we have analyzed some of the best logistics stocks in India, including Container Corporation, Blue Dart Express, Gateway Distriparks, Aegis Logistics, and TCI Express. Our analysis shows some of the top performers in terms of revenue and profit growth, with strong YoY growth rates. Factors affecting the logistics sector stocks in India include government initiatives to improve the country’s infrastructure and the rise of eCommerce. If you’re planning to invest in the logistics industry in India, read this article to learn about the top-performing stocks.
Top 5 Best Logistics Stocks to Checkout in India
#1. Container Corporation (CONCOR)
| Company Name | Price | Market cap (cr) | Revenue (cr) | Profit (cr) | YoY Growth (%) | P/E Ratio |
| Container Corporation | 610.80 | 372340 | 6243 | 1233 | 14.2 | 32.9 |
Stock Analysis
The first company in our list of best logistics stocks in India is Container Corporation. CONCOR is a leading logistics company in India that specializes in containerized cargo transportation. The company operates through three segments: Rail, Terminal, and Warehousing. CONCOR is a Navratna company, which means it is one of the top 16 PSUs (public sector undertakings) in India. Container Corporation has a market cap of 37,234 crores and a P/E ratio of 32.9. Its revenue for the last financial year was 6,243 crores, and the profit was 1,233 crores. The YoY growth rate of these logistics stocks in NSE is 14.2%.
#2. Blue Dart Express
| Company Name | Price | Market cap (cr) | Revenue (cr) | Profit (cr) | YoY Growth (%) | P/E Ratio |
| Blue Dart Express | 5939.95 | 141392 | 3014 | 150 | 9.9 | 32.3 |
Stock Analysis
Blue Dart Express is also one of the best logistics stocks in India. This logistics company specializes in air and ground courier delivery services. DHL Express, one of the world’s top logistics providers, owns a portion of this business. With the best logistics stock price of 5939.95 Rs., the company’s P/E ratio is 32.3 and its market value is 1,41,392 crores. Its revenue for the last financial year was 3,014 crores, and the profit was 150 crores. The YoY growth rate of these logistics stocks in NSE is 9.9%.
#3. Gateway Distriparks
| Company Name | Price | Market cap (cr) | Revenue (cr) | Profit (cr) | YoY Growth (%) | P/E Ratio |
| Gateway Distriparks | 63.75 | 139076 | 1458 | 93 | -8.4 | 54.5 |
Stock Analysis
Gateway Distriparks is one of the top logistics companies that specialize in container freight stations, inland container depots, and cold chain logistics. Gateway Distriparks has a presence in 13 locations across India. These logistics stocks in NSE have a market cap of 1,39,076 crores and a P/E ratio of 54.5. Its revenue for the last financial year was 1,458 crores, and the profit was 93 crores. With the best logistics stock price of 63.75 Rs., the YoY growth rate of the company is -8.4%.
#4. Aegis Logistics
| Company Name | Price | Market cap (cr) | Revenue (cr) | Profit (cr) | YoY Growth (%) | P/E Ratio |
| Aegis Logistics | 392.50 | 138013 | 5295 | 216 | 34.3 | 30.4 |
Stock Analysis
Coming at fourth position in our list of best logistics stocks India is Aegis Logistics. This is a leading oil and gas logistics company in India. The company operates in three segments: liquid logistics, gas logistics, and project logistics. Aegis has a strong presence in India and the Middle East. The company has a market cap of 1,38,013 crores and a P/E ratio of 30.4. Its revenue for the last financial year was 5,295 crores, and the profit was 216 crores. With the best logistics stock price of 392.50 Rs., the YoY growth rate of the company is 34.3%.
#5. TCI Express
| Company Name | Price | Market cap (cr) | Revenue (cr) | Profit (cr) | YoY Growth (%) | P/E Ratio |
| TCI Express | 1474.40 | 56297 | 1154 | 138 | 9.5 | 41.2 |
Stock Analysis
TCI Express is a leading courier and one of the top logistics company in India. The company specializes in express delivery services, including domestic and international courier, eCommerce logistics, and supply chain solutions. The company has a market cap of 56,297 crores and a P/E ratio of 41.2. Its revenue for the last financial year was 1,154 crores, and the profit was 138 crores. The YoY growth rate of the company is 9.5%.
Analysis of the Top 5 logistics stocks in India
Based on our analysis of the best logistics stocks in India, Container Corporation, Aegis Logistics, and TCI Express emerged as the top performers. These logistics stocks India demonstrated consistent revenue and profit growth, with strong YoY growth rates. Blue Dart Express and Gateway Distriparks, on the other hand, showed slower growth rates and lower profitability compared to their peers.
Which Factors Make These the Best Logistics Stocks in India?
A significant factor affecting the logistics sector stocks in India is the government’s initiatives to improve the country’s infrastructure. India’s administration has implemented various measures to enhance the nation’s transportation and logistics system. These include constructing exclusive freight corridors and executing the Goods and Services Tax (GST), which has simplified the transfer of commodities between different states.
The rising inclination towards subcontracting logistics amenities to third-party logistics providers (3PLs) has additionally stimulated the expansion of the logistics industry in India. Companies are outsourcing their logistics requirements to 3PLs to improve their operational efficiency and focus on their core competencies.
Investment Considerations for Best Logistics Stocks India
Putting money into these best logistics stocks in India presents a profitable opportunity for individuals seeking to benefit from the industry’s expansion possibilities. Yet, before investing, there exist various factors that investors must contemplate to arrive at knowledgeable investment choices.
● Market Trends: Stay updated on the latest trends in the logistics sector, including demand, key players, and government policies.
● Financial Performance: Analyze key financial ratios and consider revenue growth and profitability trends.
● Competitive Advantage: Look for logistics companies with a strong brand image, efficient supply chain management, and innovative solutions.
● Management Quality: Research top executives’ backgrounds and track records of consistent results.
● Valuation: Compare the company’s current stock price with historical valuations and industry peers to determine fair value.
Recommendations for investors looking to invest in the logistics industry in India
Individuals interested in investing in logistics stocks India may want to explore investment opportunities in firms that exhibit a robust history of financial success, characterized by steady increases in both revenue and profits.
Investors must take into account the appraisal of the corporations they’re investing in. Although it may be alluring to invest in the best logistics stocks in India with high growth potential, it’s crucial to verify that their valuations aren’t excessively inflated. This is because it can heighten the possibility of overestimation.
Future of Logistics Industry in India, Why You Need to Capitalize on this Opportunity?
The logistics sector stocks in India present a promising investment opportunity for investors looking to capitalize on the industry’s growth potential. Moreover, the recent implementation of the National Logistics Policy is expected to further boost the logistics sector’s growth potential by creating a single-window e-logistics market, making the sector more organized and efficient.
People keen on taking advantage of this opportunity should consider our list of best logistics stocks in India that have a strong record of financial achievements and a steady plan that aligns with the country’s logistics goals. Individuals who allocate their resources to suitable enterprises possess the possibility of acquiring significant returns in the upcoming days.
