India is targeting to achieve $357 billion in revenue, from the logistics industry, by the end of 2030 from its existing $228 billion growing with a CAGR of 7.7% from 2025 to 2030. In terms of revenue, India accounted for 5.8% of the global logistics market in 2024.
In this article, we will read about some of the market leaders in this industry who are at the frontrunners to benefit from this vision of India.
Container Corporation of India Ltd
Container Corporation of India Ltd is a Navratna company that Indulges in the handling, transportation, and warehousing in India. It offers rail and road container transport, cold-chain solutions, and multimodal logistics, and operates dry ports, freight stations, and air cargo complexes. The company also provides bonded warehousing, factory stuffing/destuffing, and hub-spoke services.
With a market cap of Rs 43,068 crores. It made a 52-week high of Rs 1,180 per share, down by 40 percent, from its CMP of Rs 706 per share. It has an ROE and ROCE of 10.9 percent and 13.9 percent respectively. Also, it has a PE of 32.2x, which is higher than the industry PE of 25.30x.
Delhivery Ltd
Delhivery Limited is a leading supply chain solutions provider in India. It serves industries such as e-commerce, retail, FMCG, consumer electronics, automotive, and manufacturing. It offers a wide range of logistics services, including express parcel delivery, heavy goods transport, part truckload and full truckload freight, warehousing, and cross-border shipping.
Additionally, the company provides supply chain software, e-commerce return management, payment collection and processing, and fraud detection services, catering to businesses of all sizes.
With a market cap of Rs 19,720 crores. It made a 52-week high of Rs 478 per share, down by 45 percent, from its CMP of Rs 263.55 per share. It has a negative ROE and ROCE of 2.94 percent and 1.73 percent respectively. Also, it has a PE of 481x, which is significantly higher than the industry PE of 25.30x.
Bluedart Ltd.
Blue Dart Express Ltd. is a provider of courier and express services in India and is a subsidiary of DHL Express (Singapore) Pte. Ltd. It offers time-definite and day-definite delivery services via air and ground networks under brands like Domestic Priority, Dart Apex, Dart Plus, and Dart Surfaceline.
The company provides air freight services across major Indian airports, specialized packaging solutions under Smart Box, and door-to-door express deliveries for documents and shipments. It also offers international shipping.
With a market cap of Rs 14,042 crores. It made a 52-week high of Rs 9,483.85 per share, down by 37 percent, from its CMP of Rs 5,907 per share. It has an ROE and ROCE of 22.7 percent and 19.2 percent respectively. Also, it has a PE of 51x, which is higher than the industry PE of 42.38x.
Transport Corporation of India Ltd.
Transport Corporation of India Limited provides end-to-end integrated supply chain and logistics solutions in India. It operates through Freight, Supply Chain Solutions, Seaways, and Energy divisions, it offers full truckload, less-than-truckload, over-dimensional cargo, and project heavy haul transportation.
The company also provides supply chain network design, warehousing management, multimodal transport, inventory management, and coastal shipping services. Additionally, it specializes in port logistics, control tower consultancy, inbound/outbound logistics, temperature-controlled cargo, bulk liquid and gas transport, rail container movement, and streamlined logistics management.
With a market cap of Rs 8,750 crores. It made a 52-week high of Rs 1,309 per share, down by 14 percent, from its CMP of Rs 1,127 per share. It has an ROE and ROCE of 19 percent and 19.09 percent respectively. Also, it has a PE of 21.7x, which is lower than the industry PE of 25.30x.
Written by Satyajeet Mukherjee
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