Logistics Solution Provider sector
24 companies · ₹1.2 L cr · 12 with AI deep dives
5y revenue CAGR
median 6.55%(p25 -5.16% · p75 12.94%)
5y avg ROCE
median 12.83%(p25 6.04% · p75 16.88%)
Debt / equity
median 0.24x(p25 0.09x · p75 0.55x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindWest Asia conflict severely disrupting EXIM volumes with no near-term recovery visibility7 managements
At least seven managements flagged the West Asia conflict - specifically the Strait of Hormuz blockade effective 28 February 2026 - as materially suppressing EXIM container…
- WCIL (Q4FY26): “The Strait of Hormuz has been completely blocked since 28th February, thereby disrupting…”
headwind6 managements🔒tailwind4 managements🔒tailwind4 managements🔒tailwind4 managements🔒headwind3 managements🔒headwind5 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) |
|---|---|---|---|---|
| Container Corporation Of India Ltd | ₹39,909 cr | Unlock | earnings quality strongnet cash | |
| Delhivery Ltd | ₹35,222 cr | Unlock | latent operating leveragenet cash | |
| Blue Dart Express Ltd | ₹12,090 cr | Unlock | earnings quality strong | |
| 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 | |
| Sindhu Trade Links Ltd | ₹3,836 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 | |
| Navkar Corporation Ltd | ₹1,541 cr | Unlock | earnings quality strongnet cashcapital destroyer | |
| Allcargo Logistics Ltd | ₹1,198 cr | Unlock | latent operating leverageearnings quality strong | |
| Reliance Industrial Infrastructure Ltd | ₹1,096 cr | Unlock | ||
| Western Carriers (India) Ltd | ₹909 cr | Unlock | ||
| Ritco Logistics Ltd | ₹826 cr | Unlock | latent operating leveragedeleveraging | |
| Snowman Logistics Ltd | ₹602 cr | Unlock | earnings quality strong | |
| TransIndia Real Estate Ltd | ₹590 cr | Unlock | ||
| DJ Mediaprint & Logistics Ltd | ₹398 cr | Unlock | ||
| AVG Logistics Ltd | ₹369 cr | Unlock | earnings quality strongdeleveraging | |
| North Eastern Carrying Corporation Ltd | ₹149 cr | Unlock | latent operating leveragedeleveraging | |
| OBCL Limited | ₹113 cr | Unlock | ||
| Jet Freight Logistics Ltd | ₹112 cr | Unlock | deleveraging | |
| Patel Integrated Logistics Ltd | ₹100 cr | Unlock | ||
| Arshiya Ltd | ₹26 cr | Unlock | latent operating leverage |