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Best Logistics Stocks In India 2023

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Published Date: 24 Aug 2023Updated Date: 24 Aug 20236 mins readBy MOFSL
Best Logistics Stocks In India

Introduction

With increasing disposable incomes and the government’s attention to infrastructure development, the logistics industry in India has witnessed a significant boom. As a result, logistics stocks are a great option for investors searching for businesses with growth potential. They help diversify the portfolio and expose the investment to stocks with higher return potential. 

Before investing in logistics stocks in India, you must study the financial performance, dividend payment, competitive landscape, market capitalization, growth opportunities, etc.

 

Why should you invest in logistics stocks?

There are many reasons supporting the decision to invest in the logistics sector, including the following: 

  • Low fixed costs
  • High growth rates
  • Engaged consumers with developed needs and wants
  • A vast domestic target 
  • Growing middle class with increasing spending power
  • Stringent safety and quality guidelines

Five Best Logistics Stocks in India

India’s logistics sector is expected to rise to an impressive $380bn by 2025, with a steady year-on-year growth of 10% to 12%. This data indicates the industry’s potential growth in the future. 

The following five logistics companies have recorded good performance in the past. 

1. Container Corporation of India

Container Corporation of India (CONCOR) is a public sector firm offering logistics and transportation services for containerized freight. It was founded in 1988, with its headquarters in New Delhi. 

The company has expanded to 61 locations. Its operations include several tasks, such as warehousing, container handling, shipping, and customs clearance. 33 terminals are fulfilling multi-modal logistic services. 

CONCOR has a dominant market share in the industry of container logistics. It has planned expansions and set aside an investment worth Rs. 10,000 crore to further scale its operations by 2026. 

2. Shipping Corporation of India

Incorporated in 1961, the Shipping Corporation of India (SCI) is a government-owned logistics undertaking. It operates and manages vessels across national and international networks. The fleet comprising 61 ships includes passenger/cargo boats, oil tankers, offshore supply vessels, container ships, product tankers, and bulk carriers. 

SCI has operations worldwide in Asia, Europe, and America. Their services include maritime training, ship management, and chartering.  

With the company’s leap toward privatization and other major developments, the stock has seen fluctuations and is likely to continue witnessing much action.

3. Adani Ports

Another popular logistics stock in India is Adani Ports and Special Economic Zone (APSEZ). Recognised as one of the top logistics firms in the country, it offers services across verticals like liquids, bulk, retail, industrial, auto, container, and grain handling. 

APSEZ runs Mundra Port, the largest commercial port in India. Apart from Mundra Port, the company has 11 more ports and terminals. It engages in bulk cargo and container handling and port services. It also provides complete logistics solutions to customers.

APSEZ is a division of the Adani Group. It has been expanding through organic means and acquisitions. The financial results have remained solid, while the business dominates in the port infrastructure market.   

4. Delhivery

Delhivery is one of the prominent logistics stocks. It was established in 2011 as a privately held company. Its solution offering includes logistics services for e-commerce enterprises, retailers, and other Indian organizations. 

Delhivery’s network includes warehouses, distribution facilities, and fulfilment centres across India. Warehousing, last-mile delivery, and transportation are some of its services. The logistics firm depends on technology to ensure efficiency. These tools include real-time tracking, algorithms for route optimisation, and a custom transportation management system. 

In May 2022, Delhivery went public through its IPO. The B2B, B2C, and C2C logistics services provider has continued to grow its domestic operations, serving 18,000 pin codes across India. It aims to also expand into the overseas markets.

6. Blue Dart Express

Blue Dart Express Ltd. is an expert in courier and rapid delivery services. With a network of over 14,000 sites across India, the company provides door-to-door delivery services in more than 7,500 cities and towns. 

Blue Dart Express is operational in different industries, such as healthcare, e-commerce, and banking. Its development and expansion are not limited to new regions of India but extend to international borders. 

The logistics firm relies on technology and has invested in many digital solutions. It aims to deliver improved services to customers and enhance operational effectiveness. 

Summing up 

Logistics plays a vital role in all other sectors of the country. As infrastructure expands, there can potentially be an exponential boost in the demand and prospects for growth in the logistics sector. Many businesses are expected to enjoy the development. 

 

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Disclaimer: The stocks, companies, or financial instruments mentioned in this blog are for informational purposes only and should not be considered as investment recommendations. It is advised to consult with your financial advisor before making any investment decisions. Investment in securities markets are subject to market risks, read all the related documents carefully before investing. Investors are strongly encouraged to carefully read the risk disclosure documents prior to participating in market-related investments or trading activities. Due to the volatile nature of financial markets, no guarantees can be made regarding investment returns. Motilal Oswal Financial Services Ltd. does not offer any assured returns on market-linked securities. Please note that past performance of stocks or indices is not indicative of future results.
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