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India Logistics & Warehousing — E-commerce & Supply Chain Stocks

India's logistics sector is being transformed by GST unification, e-commerce explosion, and dedicated freight corridors. Multimodal logistics parks, Grade-A warehousing, and cold chain networks are attracting institutional capital. Delhivery, Mahindra Logistics, and Container Corp lead.

Logistics Market Size
00B+
Organised Warehouse380M sq ft
DFC Investment₹81,000 Cr
E-com Logistics CAGR25%+

Stocks in this theme · India logistics & supply chain

9 companies in this theme — showing top 9 by market cap.

SymbolCompanyPriceMkt CapROEP/E
ADANIPORTSAdani Ports & Special Economic Zone Ltd₹1,819.4₹4,13,676 Cr3.7%221.00
INDIGOInterglobe Aviation Ltd₹5,117₹1,95,073 Cr10.0%167.00
GMRAIRPORTGMR Airports Ltd₹109.83₹1,14,143 Cr0.3%735.00
AEGISLOGAegis Logistics Ltd₹1,351.3₹48,707 Cr29.7%52.50
CONCORContainer Corporation of India₹481.1₹36,498 Cr
DELHIVERYDelhivery₹467.15₹34,968 Cr
BLUEDARTBlue Dart Express₹4,816.45₹11,417 Cr
TCITransport Corporation of India₹924.7₹7,110 Cr
VRLLOGVRL Logistics₹243.04₹2,126 Cr

Research Coverage

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Frequently Asked Questions

What is the Dedicated Freight Corridor?

India's Eastern and Western DFCs are high-speed rail freight lines cutting logistics costs by 30–40%, benefiting manufacturing hubs near the corridors.

Is Delhivery a good long-term pick?

Delhivery is India's largest 3PL logistics company. It's still loss-making but approaching EBITDA breakeven — a high-risk, high-reward e-commerce infrastructure play.