Logistics Solution Provider industry
88 companies · ₹1.7 L cr · 19 with AI deep dives · Q1FY27 report
Hormuz shock cleaves EXIM from domestic: surface and express hold while container operators absorb the blow
- Revenue YoY
- -4.9%
- EBITDA margin
- 11.1%
- +210bps YoY
- Price, 1 year
- -9.6%
- 32% of names up
- P/E vs own 5y
- +3.6%
- 35.8x now
Exhibit 1The quarter in numbers
constant panel of 19 companies above ₹500 cr- Jun 26
- 17,178 cr
- Mar 26
- 16,566 cr
- QoQ
- +3.7%
- Jun 25
- 18,061 cr
- YoY
- -4.9%
- Peak
- 18,565 cr
- vs peak
- -7.5%
- Jun 26
- 11.1%
- Mar 26
- 11.4%
- QoQ
- -30bps
- Jun 25
- 9.0%
- YoY
- +210bps
- Peak
- 12.1%
- vs peak
- -100bps
Breadth: 81% of 21 companies grew revenue year on year (was 74% a quarter earlier) and 57% expanded margin (was 68%).
Exhibit 2What it costs
23.06x - 71.51x across the panel todayThe median name trades at 35.8x, +3.6% against this industry's own 5-year median of 34.5x, and -33.6% against its own peak of 53.9x.
Exhibit 3Structure
₹1.7 L crContainer Corporation Of India Ltd is 23.4% of this industry by market cap. The top 5 are 65.5% and the top 10 are 81.2%.
Exhibit 4Screen
P/E below the sub-industry median of 35.8x, 5y ROCE above its median of 13.28%, and at least 2 growth triggers stated on the latest earnings call.
Which names clear this screen is premium
The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.
See plans →Exhibit 5Coverage (25 of 88)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹38,066 cr
- P/E
- 31.0x
- EV/EBITDA
- 16.5x
- ROCE
- 12.3%
- Margin
- 24.5%
- Rev YoY
- +0.3%
- Mcap
- ₹6,569 cr
- P/E
- 14.3x
- EV/EBITDA
- 12.0x
- ROCE
- 15.2%
- Margin
- 11.4%
- Rev YoY
- +9.6%
- Mcap
- ₹5,779 cr
- P/E
- 88.4x
- EV/EBITDA
- 7.7x
- ROCE
- 7.4%
- Margin
- 8.1%
- Rev YoY
- +28.7%
- Mcap
- ₹1,071 cr
- P/E
- 88.8x
- EV/EBITDA
- -
- ROCE
- 2.9%
- Margin
- 22.5%
- Rev YoY
- -30.7%
Exhibit 6What managements said
from this industry's latest earnings calls · as of 2026-06-30Diesel rose roughly 13% YoY for surface operators (VRL diesel cost ₹83 to ₹94/litre) and ATF surged ~50%+ affecting air logistics players. Contracts across the sector carry a…
- VRLLOG: “The fuel procurement cost per liter is increased from Rs. 83 to Rs. 94... No Bulk…”
Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
Create a free account →AppendixThe other 63 companies
1-30- Mcap
- ₹295 cr
- P/E
- 99.3x
- EV/EBITDA
- 48.7x
- ROCE
- 11.4%
- Margin
- 5.4%
- Rev YoY
- +285.4%
- Mcap
- ₹293 cr
- P/E
- 23.7x
- EV/EBITDA
- 12.6x
- ROCE
- 16.2%
- Margin
- 18.5%
- Rev YoY
- +44.1%
- Mcap
- ₹203 cr
- P/E
- 24.1x
- EV/EBITDA
- 14.1x
- ROCE
- 8.2%
- Margin
- 7.4%
- Rev YoY
- +9.4%
- Mcap
- ₹189 cr
- P/E
- 39.1x
- EV/EBITDA
- 11.2x
- ROCE
- 15.2%
- Margin
- 12.1%
- Rev YoY
- +5.0%
- Mcap
- ₹171 cr
- P/E
- 11.0x
- EV/EBITDA
- 6.6x
- ROCE
- 21.0%
- Margin
- 13.8%
- Rev YoY
- +47.9%
- Mcap
- ₹153 cr
- P/E
- 15.5x
- EV/EBITDA
- 11.0x
- ROCE
- 26.4%
- Margin
- 6.6%
- Rev YoY
- -
33 more companies
This industry has 63 constituents beyond the covered names. The first page is free; premium opens the rest.
See plans →