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Infrastructure modernization and e-commerce boom are transforming India's fragmented logistics landscape into a consolidation opportunity.
| Company | M.Cap | Price | P/E | P/B | ROE | ROCE | D/E | Div Yield | 1Y Return |
|---|---|---|---|---|---|---|---|---|---|
| Adani Ports and Special Economic Zone Ltd | — | — | — | — | 16.2% | 8.9% | 0.7 | — | +34.14% |
| JSW Infrastructure Ltd | ₹73,552 Cr | ₹316.2 | 44.6 | 6.1 | 15.0% | 10.3% | 0.6 | 0.3% | +37.6% |
| Container Corporation of India Ltd | ₹30,971 Cr | ₹406.65 | 24.8 | 2.4 | 9.8% | 11.8% | 0.1 | 2.1% | -14.34% |
| Delhivery Ltd | ₹28,062 Cr | ₹374.4 | 309.4 | 2.9 | 1.6% | 1.3% | 0.2 | 0.0% | +0.14% |
| Great Eastern Shipping Company Ltd | — | — | — | — | 18.9% | 16.7% | 0.1 | — | +39.04% |
| Shadowfax Technologies Ltd | ₹16,461 Cr | ₹281.35 | 89.6 | 9.5 | 10.4% | 5.7% | 0.1 | 0.0% | +160.82% |
| Shreeji Shipping Global Ltd | ₹13,066 Cr | ₹802 | 80.4 | 17.0 | 29.9% | 22.4% | 0.4 | 0.3% | +120.94% |
| Shipping Corporation of India Ltd | ₹11,575 Cr | ₹248.5 | 7.2 | 1.3 | 15.5% | 12.8% | 0.3 | 3.0% | +34.93% |
| Blue Dart Express Ltd | ₹10,842 Cr | — | 37.8 | 6.1 | 14.8% | 13.4% | 0.6 | 0.6% | -13.86% |
| Titagarh Rail Systems Ltd | ₹8,754 Cr | ₹650 | 46.5 | 3.6 | 5.2% | 6.9% | 0.3 | 0.2% | -2.11% |
| Knowledge Marine & Engineering Works Ltd | ₹8,155 Cr | — | 59.8 | 13.8 | 20.1% | 11.6% | 0.4 | 0.0% | +74.96% |
| Gujarat Pipavav Port Ltd | ₹7,754 Cr | — | 13.9 | 3.3 | 21.8% | 26.4% | 0.0 | 6.3% | -13.36% |
| Jupiter Wagons Ltd | ₹7,490 Cr | ₹175.25 | 46.6 | 2.5 | 5.8% | 7.3% | 0.3 | 0.6% | -32.12% |
| Transport Corporation of India Ltd | ₹6,506 Cr | ₹846.85 | 14.3 | 2.5 | 19.5% | 17.3% | 0.1 | 1.2% | -19.02% |
| TVS Supply Chain Solutions Ltd | ₹5,021 Cr | — | 78.0 | 2.5 | 6.1% | 4.8% | 1.4 | 0.0% | +4.36% |
| Texmaco Rail & Engineering Ltd | ₹4,255 Cr | — | 19.6 | 1.8 | 7.5% | 9.8% | 0.4 | 0.8% | -18.54% |
| Seamec Ltd | ₹4,055 Cr | — | 15.7 | 3.1 | 22.0% | 17.3% | 0.3 | 0.1% | +53.86% |
| Gateway Distriparks Ltd | ₹2,341 Cr | — | 9.6 | 1.0 | 11.5% | 9.1% | 0.3 | 4.3% | -16.79% |
| TCI Express Ltd | ₹1,835 Cr | ₹477.4 | 21.8 | 2.2 | 10.2% | 12.4% | 0.1 | 1.5% | -10.64% |
| Quadrant Future Tek Ltd | ₹1,598 Cr | ₹399.45 | — | 5.7 | -15.5% | -19.8% | 0.1 | 0.0% | +20.48% |
| Allcargo Logistics Ltd | — | — | — | — | 1.4% | 0.4% | 1.2 | — | +5.68% |
| Skyways Air Services Limited | — | — | — | — | 22.1% | 14.5% | 1.9 | — | — |
| Western Carriers (India) Ltd | ₹943 Cr | — | 25.7 | 1.1 | 4.6% | 6.0% | 0.3 | 0.0% | -18.82% |
| Allcargo Terminals Ltd | ₹756 Cr | — | 17.8 | 2.1 | 14.2% | 5.0% | 2.2 | 0.0% | -5.16% |
| Oriental Rail Infrastructure Ltd | — | — | — | — | 11.0% | 12.6% | 0.8 | — | -22.47% |
| Ritco Logistics Ltd | ₹722 Cr | ₹253.55 | 24.1 | 2.0 | 9.3% | 10.1% | 1.3 | 0.0% | +0.22% |
| Sical Logistics Ltd | ₹640 Cr | — | 9.1 | 3.8 | 37.1% | 7.7% | 3.7 | 0.0% | -8.17% |
| Snowman Logistics Ltd | — | — | — | — | 0.8% | -0.4% | 0.8 | — | -9.45% |
| Glottis Ltd | — | — | — | — | 20.1% | 17.8% | 0.2 | — | -7.92% |
| Transworld Shipping Lines Ltd | — | — | — | — | -10.3% | -7.7% | 0.5 | — | -7.63% |
| Lancer Container Lines Ltd | ₹404 Cr | — | 19.8 | 0.4 | 1.0% | 0.8% | 0.0 | 0.0% | 0.00% |
| Om Freight Forwarders Ltd | ₹364 Cr | — | 18.1 | 1.8 | 8.4% | 9.4% | 0.2 | 0.0% | +12.88% |
| Essar Shipping Ltd | — | — | — | — | —% | —% | — | — | -37.44% |
| AVG Logistics Ltd | ₹301 Cr | — | 9.1 | 0.9 | 10.0% | 8.4% | 0.8 | 0.7% | +7.46% |
| Allcargo Terminals Ltd | — | — | — | — | 14.2% | 5.0% | 2.2 | — | 0.00% |
| Tiger Logistics (India) Ltd | ₹253 Cr | — | 15.0 | 1.5 | 14.4% | 17.7% | 0.3 | 0.0% | -28.23% |
| North Eastern Carrying Corporation Ltd | — | — | — | — | 3.5% | 4.4% | 0.6 | — | +5.77% |
| Garware Offshore Services Ltd-$ | — | — | — | — | -7.2% | -4.8% | 0.5 | — | -58.18% |
| Sanco Trans Ltd | — | — | — | — | 9.1% | 9.2% | 0.1 | — | -13.23% |
| Orissa Bengal Carrier Ltd | ₹116 Cr | — | — | 1.4 | -9.1% | -6.3% | 0.9 | 0.0% | +1.29% |
| Chartered Logistics Ltd | ₹101 Cr | — | — | 1.5 | -3.6% | -0.5% | 0.3 | 0.0% | -11.5% |
| Jet Freight Logistics Ltd | — | — | — | — | 10.4% | 13.8% | 1.0 | — | +6.92% |
| Patel Integrated Logistics Ltd | ₹82 Cr | — | 8.5 | 0.7 | 8.1% | 7.7% | 0.1 | 1.7% | -2.31% |
| Flomic Global Logistics Ltd | ₹81 Cr | — | 15.2 | 1.7 | 0.7% | 0.8% | 1.8 | 0.2% | -38.06% |
| Shreeji Translogistics Ltd | — | — | — | — | 5.8% | 5.3% | 0.6 | — | -34.62% |
| Accuracy Shipping Ltd | — | — | — | — | 3.3% | 2.8% | 1.2 | — | -18.52% |
| ABC India Ltd-$ | ₹34 Cr | — | 13.9 | 0.6 | 4.1% | 3.5% | 0.2 | 0.9% | -30.42% |
| East West Freight Carriers Ltd | — | — | — | — | -6.1% | -5.1% | 1.1 | — | -61.53% |
| Containerway International Ltd | — | — | — | — | -18.3% | -19.2% | 0.3 | — | -61.28% |
| Balurghat Technologies Ltd | — | — | — | — | 3.1% | 3.5% | 1.5 | — | -39.02% |
| Inter State Oil Carrier Ltd | — | — | — | — | 9.5% | 7.9% | 1.4 | — | +44.86% |
India's logistics cost as a percentage of GDP is 13-14%, significantly higher than 8-9% in developed economies. This inefficiency is an opportunity as the sector modernizes through infrastructure investments, technology adoption, and consolidation. The National Logistics Policy targets reducing logistics costs to 8% of GDP.
E-commerce has driven express logistics growth at 20%+ annually. Port capacity is expanding with private players handling 45%+ of cargo. Container freight stations and warehousing are seeing institutional capital inflows.
Key metrics: throughput growth, freight volumes, realization per TEU/tonne, asset utilization, and working capital days. The sector is cyclical but structurally improving with GST-driven formalization and dedicated freight corridors.
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