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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 | ₹4,06,649 Cr | ₹1,765 | 30.1 | 4.2 | 16.2% | 8.9% | 0.7 | 0.4% | +23.43% |
| JSW Infrastructure Ltd | — | ₹330.5 | — | — | 15.3% | 13.6% | 0.6 | — | +25.09% |
| Container Corporation of India Ltd | — | ₹504.3 | — | — | 9.8% | 12.4% | 0.1 | — | -2.55% |
| Delhivery Ltd | — | ₹451.25 | — | — | -0.2% | 1.0% | 0.2 | — | +13.71% |
| Great Eastern Shipping Company Ltd | — | ₹1,393.15 | — | — | 18.9% | 16.7% | 0.1 | — | +25.93% |
| Shadowfax Technologies Ltd | — | — | — | — | 10.4% | 10.0% | 0.1 | — | +128.22% |
| Shipping Corporation of India Ltd | — | — | — | — | 15.5% | 12.8% | 0.3 | — | +36.45% |
| Blue Dart Express Ltd | — | ₹4,871 | — | — | 15.7% | 15.8% | 0.6 | — | -9.94% |
| Shreeji Shipping Global Ltd | — | ₹701.2 | — | — | 27.5% | 26.4% | 0.4 | — | +91.22% |
| Jupiter Wagons Ltd | ₹10,326 Cr | — | 58.0 | 3.5 | 6.4% | 9.2% | 0.3 | 0.4% | -17.47% |
| Gujarat Pipavav Port Ltd | — | — | — | — | 21.8% | 26.4% | 0.0 | — | -12.5% |
| Knowledge Marine & Engineering Works Ltd | ₹7,457 Cr | ₹2,940 | 59.0 | 12.6 | 20.1% | 11.6% | 0.4 | — | +76.88% |
| Transport Corporation of India Ltd | — | ₹868 | — | — | 19.5% | 17.3% | 0.1 | — | -16.22% |
| TVS Supply Chain Solutions Ltd | ₹5,586 Cr | — | 78.8 | 2.8 | 9.7% | 10.1% | 1.4 | 0.0% | +20.13% |
| Texmaco Rail & Engineering Ltd | ₹4,742 Cr | — | 21.8 | 2.0 | 7.3% | 11.2% | 0.4 | 0.6% | -4.55% |
| Seamec Ltd | ₹4,597 Cr | ₹1,801.75 | 17.8 | 3.5 | 22.0% | 17.4% | 0.3 | 0.1% | +62.02% |
| Gateway Distriparks Ltd | ₹2,685 Cr | — | 11.0 | 1.2 | 11.5% | 10.8% | 0.3 | 3.7% | -4.26% |
| TCI Express Ltd | ₹2,058 Cr | ₹537.55 | 24.5 | 2.5 | 10.4% | 13.8% | 0.1 | 1.3% | +1.79% |
| Allcargo Logistics Ltd | — | — | — | — | 0.9% | 4.8% | 1.2 | — | +12.8% |
| Quadrant Future Tek Ltd | — | ₹447.1 | — | — | -15.5% | -19.8% | 0.1 | — | +35.49% |
| Ritco Logistics Ltd | — | ₹321.05 | — | — | 10.5% | 10.1% | 1.3 | — | +17.46% |
| Oriental Rail Infrastructure Ltd | — | — | — | — | 11.0% | 12.6% | 0.8 | — | -19.46% |
| Western Carriers (India) Ltd | — | — | — | — | 4.6% | 6.0% | 0.3 | — | -27.24% |
| Sical Logistics Ltd | — | — | — | — | 2.1% | 9.9% | 3.7 | — | +17.08% |
| Allcargo Terminals Ltd | ₹657 Cr | — | 15.6 | 2.0 | 12.8% | 11.2% | 2.2 | 0.0% | -22.05% |
| Snowman Logistics Ltd | — | — | — | — | 0.8% | -0.4% | 0.8 | — | -5.82% |
| Glottis Ltd | — | — | — | — | 13.4% | 17.8% | 0.2 | — | +9.38% |
| Lancer Container Lines Ltd | — | — | — | — | 1.0% | 0.9% | 0.0 | — | 0.00% |
| Transworld Shipping Lines Ltd | ₹362 Cr | — | — | 0.5 | -10.8% | -4.5% | 0.5 | 0.9% | +1.22% |
| Essar Shipping Ltd | — | — | — | — | —% | —% | — | — | -32.33% |
| AVG Logistics Ltd | ₹342 Cr | — | 27.6 | 1.3 | 3.9% | 9.3% | 0.8 | 0.7% | -2.00% |
| Tiger Logistics (India) Ltd | ₹297 Cr | — | 15.3 | 0.6 | 14.4% | 17.7% | 0.3 | — | -14.85% |
| Om Freight Forwarders Ltd | ₹293 Cr | — | 14.6 | 1.4 | 8.4% | 9.6% | 0.2 | — | -3.01% |
| Allcargo Terminals Ltd | — | — | — | — | 14.2% | 5.0% | 2.2 | — | 0.00% |
| Garware Offshore Services Ltd-$ | — | — | — | — | -7.2% | -4.8% | 0.5 | — | -37.96% |
| Chartered Logistics Ltd | — | — | — | — | -3.6% | -0.5% | 0.3 | — | +22.94% |
| Sanco Trans Ltd | — | — | — | — | 9.1% | 9.2% | 0.1 | — | -10.67% |
| Orissa Bengal Carrier Ltd | ₹118 Cr | — | — | 1.4 | -8.2% | -0.6% | 0.9 | 0.0% | -6.28% |
| Jet Freight Logistics Ltd | ₹93 Cr | — | 12.3 | 1.3 | 10.0% | 13.6% | 1.0 | 0.0% | +33.62% |
| Patel Integrated Logistics Ltd | ₹89 Cr | — | 8.5 | 0.7 | 7.8% | 8.1% | 0.1 | 1.5% | +3.47% |
| Flomic Global Logistics Ltd | ₹77 Cr | ₹42.5 | 14.6 | 1.6 | 0.7% | 0.8% | 1.8 | 0.2% | -38.87% |
| Accuracy Shipping Ltd | ₹63 Cr | — | 16.2 | 0.5 | 3.3% | 2.8% | 1.2 | — | -20.53% |
| Shreeji Translogistics Ltd | — | — | — | — | 5.8% | 5.3% | 0.6 | — | -37.81% |
| ABC India Ltd-$ | — | — | — | — | 4.1% | 3.5% | 0.2 | — | -28.53% |
| East West Freight Carriers Ltd | ₹29 Cr | — | — | 0.5 | -6.1% | 2.5% | 1.1 | 0.0% | -60.61% |
| Inter State Oil Carrier Ltd | — | — | — | — | 9.5% | 7.9% | 1.4 | — | +47.91% |
| Containerway International Ltd | — | — | — | — | -18.3% | -19.2% | 0.3 | — | -62.05% |
| Balurghat Technologies Ltd | — | — | — | — | 3.1% | 3.5% | 1.5 | — | -39.15% |
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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