What are the Best-Performing Stocks in the Transportation Industry?
India’s logistics and warehousing industry is growing fast. What’s fueling this boom? It’s a mix of increasing investments, smart digital tools, and helpful government policies. This sector now contributes around 13–14% to the country’s GDP and is attracting a lot of private equity funding. As more companies need warehouse space, demand is rising steadily.
Government initiatives like PM Gati Shakti and the National Logistics Policy are speeding up infrastructure development. Major cities like Chennai, Mumbai, Pune, and the NCR (National Capital Region) are leading the way in warehouse expansion. Developers are already securing land for new fulfillment centers and logistics parks. These projects are expected to lower transportation costs and improve the overall supply chain.
Top 5 Logistics Stocks in India (as of April 2025 – Based on 5-Year CAGR)
| Logistics Company | Market Cap (₹ Cr) | PE Ratio | 5Y CAGR (%) |
|---|---|---|---|
| Container Corporation of India Ltd | 41,748.85 | 33.12 | 12.86 |
| Blue Dart Express Ltd | 14,423.74 | 47.92 | 24.99 |
| Transport Corporation of India Ltd | 8,161.51 | 23.27 | 44.03 |
| Shipping Corporation of India Ltd | 7,728.07 | 11.38 | 39.15 |
| VRL Logistics Ltd | 4,064.22 | 45.74 | 23.54 |
Note: These stocks were chosen based on a market cap of over ₹1,000 crore and sorted by 5-year CAGR (as of April 9, 2025).
Also Read: What is a Stock Split and How does it affect Investors?
A Quick Look at India’s Leading Logistics Companies
1. Container Corporation of India Ltd (CONCOR)
CONCOR is a government-run logistics company that offers multimodal transport services — meaning it moves goods by both rail and road. It also handles warehousing and port logistics, playing a crucial role in India’s domestic and international trade.
- FY23–24 Revenue: ₹8,632.49 crore
- Net Profit: ₹1,230.79 crore
- Q3 (Dec-24) Revenue: ₹2,201.90 crore
- Q3 Net Profit: ₹343.44 crore
- EPS: ₹20.75
- ROE: 10.39%
2. Blue Dart Express Ltd
Known for its fast and reliable delivery services, Blue Dart specializes in time-sensitive shipments. It has a strong domestic and international courier network and uses both air and ground logistics.
- FY23–24 Revenue: ₹5,267.83 crore
- Net Profit: ₹288.64 crore
- Q3 Revenue: ₹1,511.69 crore
- Q3 Net Profit: ₹79.12 crore
- EPS: ₹112.72
- ROE: 17.92%
Also Read: What are the Top Charting Tools for Technical Analysis?
3. Transport Corporation of India Ltd (TCI)
TCI offers a full range of logistics services — from freight transportation and warehousing to cold chain solutions. It serves various industries across India.
- FY23–24 Revenue: ₹3,613.80 crore
- Net Profit: ₹327.90 crore
- Q3 Revenue: ₹993.50 crore
- Q3 Net Profit: ₹118.20 crore
- EPS: ₹50.64
- ROE: 21.20%
4. Shipping Corporation of India Ltd (SCI)
SCI is a government-owned shipping company that operates a wide range of vessels — including oil tankers, container ships, and bulk carriers. It’s a key player in both commercial and energy shipping.
- FY23–24 Revenue: ₹5,046.04 crore
- Net Profit: ₹612.15 crore
- Q3 Revenue: ₹1,302.97 crore
- Q3 Net Profit: ₹64.80 crore
- EPS: ₹20.05
- ROE: 12.43%
5. VRL Logistics Ltd
VRL is a well-known logistics company in India, focusing mainly on less-than-truckload (LTL) services. It also offers full truckload (FTL), courier, and parcel delivery — even for large or sensitive items. It runs a huge fleet of nearly 6,000 self-owned vehicles.
- FY23–24 Revenue: ₹2,888.62 crore
- Net Profit: ₹88.85 crore
- Q3 Revenue: ₹825.22 crore
- Q3 Net Profit: ₹59.42 crore
- EPS: ₹14.89
- ROE: 13.09%
Logistics Stocks by Market Capitalization (as of April 9, 2025)
| Company Name | Market Cap (₹ crore) |
|---|---|
| Container Corporation of India Ltd | 41,748.85 |
| Delhivery Ltd | 18,143.73 |
| Blue Dart Express Ltd | 14,423.74 |
| Transport Corporation of India Ltd | 8,161.51 |
| Shipping Corporation of India Ltd | 7,728.07 |
Top Logistics Stocks by Net Profit Margin
| Company | PE Ratio | Net Profit Margin (%) |
|---|---|---|
| Container Corporation of India Ltd | 33.12 | 13.68 |
| Blue Dart Express Ltd | 47.92 | 5.66 |
| Transport Corporation of India Ltd | 23.27 | 8.46 |
| Shipping Corporation of India Ltd | 11.38 | 12.74 |
| VRL Logistics Ltd | 45.74 | 3.05 |
Note: Companies selected have a market cap above ₹1,000 crore.
Also Read: What are the Market Expectations for Upcoming Earnings Seasons?
Why Invest in India’s Logistics Sector?
- Growing Economy: As India’s economy grows, so does the demand for logistics. That’s great news for logistics companies and their stock performance.
- E-commerce Boom: Online shopping is exploding, and delivery companies are more important than ever — especially those good at last-mile delivery.
- Government Support: Projects like the National Logistics Policy and investments in infrastructure are making logistics smoother and faster.
- Tech-Friendly Companies: Firms that adopt automation and modern tech are more efficient, cost-effective, and profitable — making them smart investment picks.
- Big Domestic Market: India’s massive population and wide geography keep demand for logistics services high.
- Long-Term Potential: Well-established logistics companies with strong networks often show stable and reliable growth — great for long-term investors.
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