Transport Services industry
118 companies · ₹6250.1 L cr · 23 with AI deep dives
5y revenue CAGR
median 6.2%(p25 -2.74% · p75 13.75%)
5y avg ROCE
median 12.9%(p25 6.68% · p75 19.19%)
Debt / equity
median 0.37x(p25 0.16x · p75 0.78x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindMiddle East conflict and Strait of Hormuz blockade: sector-wide volume disruption11 managements
The Strait of Hormuz closure from ~28 February 2026 was the most-cited event this quarter, touching every sub-vertical. IndiGo's Q4 ASK growth collapsed to 3% from ~10% as ~160…
- INDIGO (Q4FY26): “the escalation of geopolitical tensions in the Middle East led [to capacity tracked at…”
headwind7 managements🔒tailwind4 managements🔒tailwind3 managements🔒headwind3 managements🔒headwind4 managements🔒tailwind3 managements🔒
6 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Seacoast Shipping Services Ltd | ₹4955.9 L cr | Unlock | ||
| Future Supply Chain Solutions Ltd | ₹1290.2 L cr | Unlock | latent operating leverage | |
| Interglobe Aviation Ltd | ₹2.0 L cr | Unlock | latent operating leverageearnings quality strong | |
| Container Corporation Of India Ltd | ₹39,909 cr | Unlock | earnings quality strongnet cash | |
| Delhivery Ltd | ₹35,222 cr | Unlock | latent operating leveragenet cash | |
| Great Eastern Shipping Company Ltd | ₹19,659 cr | Unlock | earnings quality strongnet cashcyclical peak base | |
| Shipping Corporation of India Ltd | ₹13,019 cr | Unlock | earnings quality strongcyclical peak base | |
| Shadowfax Technologies Ltd | ₹12,138 cr | Unlock | earnings quality strongnet cash | |
| Blue Dart Express Ltd | ₹12,090 cr | Unlock | earnings quality strong | |
| Shreeji Shipping Global Ltd | ₹10,037 cr | Unlock | roce compounderearnings quality strong | |
| Blackbuck Ltd | ₹9,886 cr | Unlock | earnings quality strongnet cash | |
| Transport Corporation of India Ltd | ₹7,086 cr | Unlock | capex coming onlinenet cash | |
| TVS Supply Chain Solutions Ltd | ₹5,960 cr | Unlock | earnings quality strong | |
| VRL Logistics Ltd | ₹4,557 cr | Unlock | latent operating leverageearnings quality strong | |
| Mahindra Logistics Ltd | ₹4,078 cr | Unlock | net cash | |
| Afcom Holdings Ltd | ₹3,874 cr | Unlock | roce compounderearnings quality weak | |
| Sindhu Trade Links Ltd | ₹3,836 cr | Unlock | earnings quality strong | |
| Kernex Microsystems (India) Ltd | ₹3,833 cr | Unlock | levering up | |
| SEAMEC Ltd | ₹3,654 cr | Unlock | earnings quality strong | |
| Gateway Distriparks Ltd | ₹2,925 cr | Unlock | earnings quality strong | |
| TCI Express Ltd | ₹2,112 cr | Unlock | earnings quality strongnet cash | |
| SpiceJet Ltd | ₹1,750 cr | Unlock | capital destroyer | |
| Navkar Corporation Ltd | ₹1,541 cr | Unlock | earnings quality strongnet cashcapital destroyer | |
| TAAL Tech Ltd | ₹1,218 cr | Unlock | roce compounder | |
| Allcargo Logistics Ltd | ₹1,198 cr | Unlock | latent operating leverageearnings quality strong | |
| Reliance Industrial Infrastructure Ltd | ₹1,096 cr | Unlock | ||
| Allcargo Gati Ltd | ₹972 cr | Unlock | earnings quality strongnet cash | |
| Western Carriers (India) Ltd | ₹909 cr | Unlock | ||
| Shree Vasu Logistics Ltd | ₹874 cr | Unlock | earnings quality strong | |
| Sical Logistics Ltd | ₹858 cr | Unlock | ||
| Tejas Cargo India Ltd | ₹851 cr | Unlock | earnings quality strong | |
| Ritco Logistics Ltd | ₹826 cr | Unlock | latent operating leveragedeleveraging | |
| FlySBS Aviation Ltd | ₹787 cr | Unlock | roce compounderearnings quality weak | |
| Ecos (India) Mobility & Hospitality Ltd | ₹775 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Glottis Ltd | ₹607 cr | Unlock | capex coming onlineroce compounderearnings quality weak | |
| Snowman Logistics Ltd | ₹602 cr | Unlock | earnings quality strong | |
| TransIndia Real Estate Ltd | ₹590 cr | Unlock | ||
| Iware Supplychain Services Ltd | ₹541 cr | Unlock | roce compounderearnings quality weak | |
| ABS Marine Services Ltd | ₹538 cr | Unlock | earnings quality strong | |
| Blue Water Logistics Ltd | ₹514 cr | Unlock | roce compounderearnings quality weak | |
| S J Logistics (India) Ltd | ₹483 cr | Unlock | roce compounderearnings quality weak | |
| Essar Shipping Ltd | ₹416 cr | Unlock | latent operating leveragecapex coming onlinecapex ahead of revenue | |
| DJ Mediaprint & Logistics Ltd | ₹398 cr | Unlock | ||
| Committed Cargo Care Ltd | ₹382 cr | Unlock | ||
| AVG Logistics Ltd | ₹369 cr | Unlock | earnings quality strongdeleveraging | |
| Lancer Containers Lines Ltd | ₹364 cr | Unlock | latent operating leverageearnings quality strongnet cash | |
| Paradeep Parivahan Ltd | ₹361 cr | Unlock | roce compounderearnings quality weak | |
| Transworld Shipping Lines Ltd | ₹356 cr | Unlock | earnings quality strongdeleveragingcapital destroyer | |
| Tiger Logistics (India) Ltd | ₹329 cr | Unlock | ||
| Om Freight Forwarders Ltd | ₹300 cr | Unlock | earnings quality weak | |
| Ashwini Container Movers Ltd | ₹288 cr | Unlock | earnings quality weak | |
| OneClick Logistics India Ltd | ₹282 cr | Unlock | earnings quality weak | |
| Wise Travel India Ltd | ₹273 cr | Unlock | ||
| Voler Car Ltd | ₹245 cr | Unlock | earnings quality weak | |
| Global Vectra Helicorp Ltd | ₹234 cr | Unlock | ||
| Aspinwall & Company Ltd | ₹191 cr | Unlock | ||
| Globe International Carriers Ltd | ₹189 cr | Unlock | earnings quality strong | |
| Sadhav Shipping Ltd | ₹189 cr | Unlock | ||
| Global Ocean Logistics India Ltd | ₹176 cr | Unlock | roce compounderearnings quality weaknet cash | |
| DRS Dilip Roadlines Ltd | ₹166 cr | Unlock | roce compounderearnings quality strong | |
| North Eastern Carrying Corporation Ltd | ₹149 cr | Unlock | latent operating leveragedeleveraging | |
| Rapid Fleet Management Services Ltd | ₹131 cr | Unlock | roce compounderearnings quality weak | |
| Garware Offshore Services Ltd | ₹129 cr | Unlock | earnings quality weakdeleveraging | |
| Sanco Trans Ltd | ₹128 cr | Unlock | earnings quality strongnet cashcapital destroyer | |
| Sampark India Logistics Ltd | ₹118 cr | Unlock | roce compounderearnings quality weak | |
| Jayesh Logistics Ltd | ₹113 cr | Unlock | roce compounderearnings quality weak | |
| OBCL Limited | ₹113 cr | Unlock | ||
| Jet Freight Logistics Ltd | ₹112 cr | Unlock | deleveraging | |
| Premier Roadlines Ltd | ₹101 cr | Unlock | earnings quality weak | |
| Patel Integrated Logistics Ltd | ₹100 cr | Unlock | ||
| Autoriders International Ltd | ₹94 cr | Unlock | roce compounderearnings quality strong | |
| Shree OSFM E-Mobility Ltd | ₹88 cr | Unlock | earnings quality strong | |
| Flomic Global Logistics Ltd | ₹84 cr | Unlock | earnings quality strong | |
| Zeal Global Services Ltd | ₹81 cr | Unlock | roce compounderearnings quality weak | |
| Chowgule Steamships Ltd | ₹81 cr | Unlock | ||
| Total Transport Systems Ltd | ₹80 cr | Unlock | capex coming onlinecapex ahead of revenue | |
| Ashapura Logistics Ltd | ₹76 cr | Unlock | ||
| Accuracy Shipping Ltd | ₹72 cr | Unlock | earnings quality stronglevering upcyclical peak base | |
| Brace Port Logistics Ltd | ₹71 cr | Unlock | capex coming onlinenet cash | |
| Chartered Logistics Ltd | ₹71 cr | Unlock | ||
| Kesar Terminals & Infrastructure Ltd | ₹68 cr | Unlock | net cash | |
| Desi Farms India Ltd | ₹60 cr | Unlock | ||
| Shreeji Translogistics Ltd | ₹58 cr | Unlock | deleveraging | |
| Deccan Transcon Leasing Ltd | ₹55 cr | Unlock | earnings quality strong | |
| Sunsky Logistics Ltd | ₹54 cr | Unlock | earnings quality weak | |
| Arvind Port & Infra Ltd | ₹54 cr | Unlock | net cash | |
| Rapid Multimodal Logistics Ltd | ₹50 cr | Unlock | earnings quality weak | |
| Cargotrans Maritime Ltd | ₹50 cr | Unlock | latent operating leveragenet cash | |
| Neptune Logitek Ltd | ₹48 cr | Unlock | ||
| Pranik Logistics Ltd | ₹47 cr | Unlock | roce compounderearnings quality weak | |
| Shipwaves Online Ltd | ₹47 cr | Unlock | earnings quality weak | |
| Abc India Ltd | ₹36 cr | Unlock | capital destroyer | |
| East West Freight Carriers Ltd | ₹32 cr | Unlock | earnings quality stronglevering upcapital destroyer | |
| Transvoy Logistics India Ltd | ₹29 cr | Unlock | earnings quality strongdeleveraging | |
| Timescan Logistics (India) Ltd | ₹27 cr | Unlock | roce compounderearnings quality weak | |
| Cargosol Logistics Ltd | ₹26 cr | Unlock | latent operating leveragelevering up | |
| Arshiya Ltd | ₹26 cr | Unlock | latent operating leverage | |
| Balurghat Technologies Ltd | ₹22 cr | Unlock | levering up | |
| Datiware Maritime Infra Ltd | ₹21 cr | Unlock | latent operating leverage | |
| Gb Logistics Commerce Ltd | ₹21 cr | Unlock | roce compounderearnings quality weak |