Best Logistics Stocks in January 2025: Transport Corporation, Blue Dart- Based on 5 Yr CAGR

As we move into January 2025, the logistics sector in India remains a key contributor to economic growth, driven by the increasing demand for goods transportation, the expansion of e-commerce, and ongoing infrastructure development.

With India’s growing middle class, advancements in digital infrastructure, and rising international trade, the logistics industry is positioned for sustained growth. According to an EY report titled ‘India@100’, India’s GDP is expected to reach approximately US$ 26 trillion by 2047-48.

The transportation and logistics sector will play a crucial role in supporting the country’s ambitious growth objectives, and over the next 25 years, this industry will be vital to enabling India’s economic expansion.

In this evolving landscape, let’s take a look at logistics companies that have shown strong performance, particularly those leading the way with the best 5-year CAGR.

Best Logistics Stocks in January 2025 – Based on 5-Yr CAGR

Note: The list of best logistics stocks here is sorted based on their 5Y CAGR, as of January 10, 2025.

Overview of the Best Logistics Stocks in January 2025

• Transport Corporation of India Ltd

Transport Corporation of India Ltd. (TCI) is a leading provider of integrated supply chain and logistics solutions, offering a wide range of services to optimise logistics operations across various industries.

For Q2 FY25, TCI reported a profit after tax of ₹1,073 million, reflecting a significant 22.2% increase compared to ₹878 million in the same quarter of the previous year.

Key metrics:

• Earning per Share (EPS): ₹45.17
• Return On Equity (ROE): 18.61%

• Blue Dart Express Ltd

Blue Dart Express Ltd is South Asia’s premier integrated express air and logistics company, offering secure and reliable delivery services across over 55,400 locations in India.

For Q2 FY25, Blue Dart reported a revenue of ₹1,457.13 crore, marking a 9.58% increase compared to the same period last year. However, the company’s net profit declined by 13.99% to ₹62.84 crore, with a net profit margin of 4.31%.

Key metrics:

• EPS: ₹126.86
• ROE: 23.64%

• GKW Ltd

GKW Ltd, formerly known as Guest Keen Williams Limited, is a leading provider of integrated warehousing and logistics solutions in Kolkata.

For the quarter ending September 30, 2024, GKW Ltd. reported net sales of ₹14.50 crore, a 26.2% year-on-year increase from ₹11.49 crore in September 2023. However, net profit decreased to ₹6.69 crore from ₹7.09 crore in the same period last year.

Key metrics:

• EPS: ₹23.23
• ROE: 0.61%

• Container Corporation of India Ltd

Container Corporation of India Ltd (CONCOR) is a Navratna public sector undertaking under the Ministry of Railways, specialising in multi-modal logistics for containerised cargo and trade.

In Q2 FY25, the company’s revenue from operations rose by 8.78% QoQ to ₹2,287.75 crore, while its net profit declined by 0.53% YoY. The company experienced a 4.23% YoY growth in revenue for the period.

Key metrics:

• EPS: ₹20.69
• ROE: 10.38%

• Allcargo Logistics Ltd

Allcargo Logistics, a global leader in LCL consolidation and one of India’s prominent logistics providers offers end-to-end logistics solutions.

In Q2 FY25, Allcargo Logistics reported a net sales increase of 79.43% to ₹689.80 crore and a remarkable 161.04% rise in net profit to ₹36.99 crore. The company’s EBITDA also saw a 28.02% growth, reaching ₹30.66 crore in September 2024.

Key metrics:

• EPS: ₹1.31
• ROE: 5.22%

Conclusion

Logistics stocks may present strong growth opportunities, especially with the expanding global supply chain and e-commerce sectors. However, investors should carefully assess their investment goals and risk appetite, as the logistics industry is impacted by factors like fuel prices, economic cycles, and regulatory changes. Consulting a financial advisor before making investment decisions is recommended to navigate the potential risks and rewards.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.