Logistics, being one of the crucial sectors in India, has a huge scope ahead with government schemes like Gati Shakti. This scheme, with projects worth about US$ 127.79 billion, aims to make transport and delivery systems better in many important areas. It is also a significant sector, currently employing around 22 million people and is expected to employ 1 crore more by 2027. Further, in this blog, let us look at the best logistics sector stocks in India for 2025.
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Which are the best logistics stocks in India 2025
Let us look at the logistics share list based on market capitalisation as of 15 April 2025.
| Company | Market Cap (₹ Cr) | Current Market Price (₹) | Price-to-Earnings Ratio | Dividend Yield (%) | ROE (%) | Promoter Holding (%) |
| Container Corporation Of India Ltd | 42,096 | 696 | 31.6 | 1.67 % | 10.9 % | 54.8 % |
| Delhivery Ltd | 19,273 | 258 | 472 | 0.00 % | -2.94 % | 0.00 % |
| Blue Dart Express Ltd | 14,986 | 6,315 | 54.5 | 0.39 % | 22.7 % | 75.0 % |
| Transport Corporation of India Ltd | 8,613 | 1,105 | 21.4 | 0.86 % | 19.0 % | 68.7 % |
| Zinka Logistics Solutions Ltd | 7,079 | 399 | – | 0.00 % | -59.1 % | 27.8 % |
(As of 15 April 2025)
1. Container Corporation Of India Ltd
Container Corporation of India Ltd is engaged in the business of transportation of containers by rail, air, and waterways through ports.
| Metrics (In ₹ Crore) | FY21 | FY22 | FY23 | FY24 | 9MFY25 |
| Sales | 6,427 | 7,653 | 8,169 | 8,653 | 8,924 |
| EBITDA | 1,047 | 1,750 | 1,868 | 1,959 | 1,987 |
| Net profit | 505 | 1,056 | 1,174 | 1,261 | 1,307 |
| EPS (In ₹) | 8.29 | 17.34 | 19.27 | 20.69 | 21.40 |
In Q3 FY25, the company reported stable revenue, reaching ₹2,208 crore, which was up by 0.1% year on year. EBITDA margins were sustained at 21%, and net profit was at ₹366 crore.
Further, the company has a total fleet of 382 as of Q3 FY25 and plans to reach over 500 and 80 terminals by FY28.
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2. Delhivery Ltd
Delhivery Services is a logistics company that provides delivery of goods and heavy packages. The company is also engaged in collecting and processing payments.
| Metrics (In ₹ Crore) | FY21 | FY22 | FY23 | FY24 | 9MFY25 |
| Sales | 3,647 | 6,882 | 7,225 | 8,142 | 6,740 |
| EBITDA | -123 | -475 | -452 | 127 | 247 |
| Net profit | -416 | -1,011 | -1,008 | -249 | 90 |
| EPS (In ₹) | -2445.53 | -15.75 | -13.83 | -3.38 | 0.28 |
During Q3 FY25, the company reported a revenue of ₹2,378 crore, which is up year-on-year by 8.4%. EBITDA margins stood at 4%, with net profit reaching ₹25 crore.
The company has launched its rapid commerce initiative across three cities in India and has further plans to add more dark stores. Through this initiative, they expect revenue of ₹80 to 100 crore in FY25.
3. Blue Dart Express Ltd
Blue Dart Express Ltd is one of South Asia’s top courier companies and is engaged in transporting goods through door-to-door distribution.
| Metrics (In ₹ Crore) | FY21 | FY22 | FY23 | FY24 | 9MFY25 |
| Sales | 3,288 | 4,410 | 5,172 | 5,268 | 4,303 |
| EBITDA | 686 | 1,000 | 938 | 853 | 659 |
| Net profit | 102 | 382 | 371 | 301 | 197 |
| EPS (In ₹) | 42.96 | 161.27 | 156.34 | 127.01 | 116.00 |
During Q3 FY25, the company’s revenue grew 9.3% year-on-year, reaching ₹1,511 crore. The EBITDA margins were sustained at 16%, and net profit reached ₹81 crore.
4. Transport Corporation of India Ltd
Transport Corporation Ltd is one of the leading companies engaged in the business of freight transportation through seaways and also provides supply chain solutions.
| Metrics (In ₹ Crore) | FY21 | FY22 | FY23 | FY24 | 9MFY25 |
| Sales | 2,802 | 3,259 | 3,783 | 4,024 | 3,313 |
| EBITDA | 263 | 412 | 425 | 411 | 339 |
| Net profit | 147 | 290 | 317 | 351 | 298 |
| EPS (In ₹) | 19.08 | 37.47 | 40.89 | 45.15 | 51.40 |
In Q3 FY25, the company’s revenue reached ₹1,147 crore, up 14.5% compared to last year. The EBITDA margin stood at 10%, with a net profit of ₹100 crore.
The company has given revenue growth guidance for the full year in the range of 10% to 15%. It has a strong pipeline in warehousing and transportation, with a planned capex of around ₹375 crore for the full year FY25. The company is aiming to complete ₹250 to ₹375 crore of this by FY25.
5. Zinka Logistics Solutions Ltd
Zinka Logistics Solutions Ltd is a company that operates a digital platform offering services such as freight payments, vehicle tracking, load matching, and truck financing.
| Metrics (In ₹ Crore) | FY21 | FY22 | FY23 | FY24 | 9MFY25 |
| Sales | 867 | 833 | 176 | 297 | 305 |
| EBITDA | -200 | -275 | -232 | -158 | 53 |
| Net profit | -241 | -285 | -291 | -194 | -289 |
In Q3 FY25, its revenue grew by 40.9%, reaching ₹113 crore. EBITDA margin was 26%, but reported a slight loss of ₹48 crore during the quarter.
The company has about 43% of the tolling market and the company management also aims to make its services better, improve its digital platform, and connect more with customers through a strong offline network of 9,000 physical touchpoints.
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Bottomline
The Indian logistics sector is in a phase of growth, mainly because of infrastructure development, technology advancement, and government push. Established players with their ongoing projects and future plans can add significant value to this sector.
FAQs
1. What affects logistics stock performance?
There are various factors which impact the performance of logistics stocks, like the price of fuel, cost of labour, shipment rates, global trade processes, and demand from domestic/international consumers, etc. Apart from that, looking at a broader level, sometimes even in an economic slowdown or in cases of recession, the supply chain may be disturbed, which may lead to compression in margins due to increased costs. Investors need to assess these factors carefully before entering into logistics stocks.
2. How do logistic companies handle inflation pressure?
Usually, when inflation is high, the input costs of the company rise, like fuel, petrol, manpower, raw materials, etc. So, the management of these companies handles this cost by applying surcharges or increasing their prices. Sometimes they also do it by keeping the prices the same but increasing the volumes of shipment. Operational efficiency helps these firms to reduce delivery waste, which will help tackle inflation.
3. Does the current tariff war between various countries impact logistic stocks?
Yes, even geopolitical events like tariff wars and trade wars between countries may impact logistics stocks because when a tariff is charged, the import or export restrictions increase, due to which the volume of goods is impacted. This will eventually lead to an increase in transportation costs, thereby squeezing the margins of the company. But if the company is transporting globally across networks, in such times it may face less pressure compared to its peers due to the benefit of diversification.
4. How do logistic companies handle climate uncertainty?
Severe weather uncertainties like floods, tsunami, etc., may cause major disruptions to the logistics networks, which will delay the shipments and directly impact the profit margins of the company. But nowadays, companies are focusing more on building resilient infrastructure and making efforts so that they can perform better during such uncertain natural calamities.
5. What role does automation play in the success of logistics stocks?
Automation is an efficient tool for logistics firms as it helps to reduce the cost of manpower and also improves efficiency. Innovations like automated sorting systems, robot warehouse management, and automatic vehicle loading can help companies handle large volumes of goods with fewer human resources. Firms investing in such technology may be able to improve their margins and reduce expenses. This may be more attractive for investors.
