Road Transport industry
Q1FY271 earlier
12 companies · ₹1,731 cr · 2 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹1,731 crEcos (India) Mobility & Hospitality Ltd is 39.3% of this industry by market cap. The top 5 are 89.2% and the top 10 are 99.1%.
micro 121 above ₹500 cr
Exhibit 5Coverage (12 of 12)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹672 cr
- P/E
- 11.5x
- EV/EBITDA
- 6.4x
- ROCE
- 27.9%
- Margin
- 12.5%
- Rev YoY
- +16.7%
Exhibit 6What managements said
from Transport Services earnings calls · as of 2026-06-30mixedWest Asia conflict disrupts EXIM flows and strands assets - opposing outcomes by sub-segment11 managements
The Hormuz standoff is the most material event across the bucket, cited by INDIGO, GESHIP, SCI, TCI, GATEWAY, WCIL, TVSSCS, AFCOM, SEAMEC, TCIEXP, and BLUEWATER. For EXIM…
- WCIL: “The Strait of Hormuz has been completely blocked since 28th February... capacity…”
headwind8 managementsheadwind6 managementstailwind8 managementsmixed4 managementstailwind6 managementstailwind2 managements
6 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
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 →