The logistics industry has seen tremendous growth, particularly in the fourth quarter of FY25. Major players in the industry have reported stellar performances, characterized by high revenue growth and huge leaps in their net profits. For investors seeking high growth potential in logistics, these stocks with good PAT growth could be major players to watch out for.
1. JSW Infrastructure
JSW Infrastructure Limited is an infrastructure developer involved in building, operating, and maintaining India and overseas commercial ports. Port services, marine logistics, handling of cargo, and storage services are provided. The company further builds port-connected infrastructure and manages port terminals.
The stock is currently trading at Rs 289 per share, down by 20 percent from its 52-week high of Rs 360.95. In the last five years, the stock has delivered a return of 68 percent against the NIFTY 50 return of 175.39 percent.
The company reported a consolidated revenue of Rs 1,283 crores in Q4 FY25, up by 17.07 percent from its Q4 FY24 revenue of Rs 1,096 crores. Its net profit surged by 56.83 percent to Rs 516 crores in Q4 FY25 from Rs 329 crores in Q4 FY24.
2. Adani Ports & Special Economic Zone
Adani Ports and Special Economic Zone Limited (APSEZ) is India’s largest private port operator, offering end-to-end logistics and port infrastructure solutions. It handles various types of cargoes such as bulk, break bulk, container, liquid, LPG, LNG, and crude at its ports and terminals. The firm also constructs port-related infrastructure and has logistics parks, container rail, warehouses, and bulk cargo operations.
The stock is currently trading at Rs 1,397 per share, down by 13.8 percent from its 52-week high of Rs 1,621.40. In the last five years, the stock has delivered a return of 349.71 percent against the NIFTY 50 return of 175.39 percent.
The company reported a consolidated revenue of Rs 8,488 crores in Q4 FY25, up by 23.07 percent from its Q4 FY24 revenue of Rs 6,896 crores. However, its net profit surged by 50.02 percent to Rs 3,023 crores in Q4 FY25 from Rs 2,015 crores in Q4 FY24.
Also read: 3 Stocks with cash reserves higher than their market cap to keep on your radar
3. Mahindra Logistics
Mahindra Logistics Limited provides end-to-end logistics and mobility solutions through its Supply Chain Management and Enterprise Mobility businesses. It offers transportation, warehousing, last-mile delivery, freight forwarding, and EV-based cab services under the Alyte and Meru brands. It caters to industries such as automotive, e-commerce, and consumer goods.
The stock is currently trading at Rs 328 per share, down by 41 percent from its 52-week high of Rs 554.70. In the last five years, the stock has delivered a return of 24.58 percent against the NIFTY 50 return of 175.39 percent.
The company reported a standalone revenue of Rs 1,293 crores in Q4 FY25, up by 9.3 percent from Rs 1,183 crores in Q4 FY24. Its net profit also surged by 62.5 percent to Rs 13 crores in Q4 FY25, compared to Rs 8 crores in Q4 FY24. However, on a consolidated basis, the company continued to report losses. The consolidated loss stood at Rs 11.91 crores in Q4 FY24 and reduced to Rs 5.29 crores in Q4 FY25.
Written by Satyajeet Mukherjee
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