Date: 31 Mar 2023

Logistics

Sector	Market Cap	No of Companies
Logistics	113729.76	48

 

NetWorth	29658.43	TTM Sales	59418.15	TTM Sales Var (%)	17.82
Debt	14387.80	TTM OP	5423.37	TTM NP Var (%)	76.19
Capital Employed	47397.31	TTM OPM (%)	12.13	EV/TM Sales	1.91
Net Block	24082.54	TTM PATM (%)	4.04	EV/TTM EBITDA	22.34
Current Assets	25254.86	Debt / Equity	0.49	P/E	47.32
ROCE (%)	18.33	RONW (%)	8.10	P/B	3.83

The above figures are in Rs. Crores as of 31 Mar 2023

TTM ended December 2022

	31 Mar 2023	31 Mar 2022	31 Mar 2021	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	113683.35	103938.84	69872.86	9.38	62.7
Total Marketcap	25941568.79	26544352.72	20804365.04	-2.27	24.69
Sector's share	0.44	0.39	0.34	0.05	0.1
Sector No of companies	47	42	38	5	9
Total Listed companies	4285	4124	3910	161	375
Sector's share	1.1	1.02	0.97	0.08	0.13
Nifty 50	17359.75	17303.95	17464.75	0.32	-0.6

 

Gainers
Company Name	31/03/2023	28/02/2023	Var%
VRL Logistics	632.45	546.20	15.79
Ritco Logistics	150.30	134.70	11.58
Gateway Distri	62.66	59.05	6.11
DJ Mediaprint	135.30	128.85	5.01
Balurghat Tech	11.45	10.98	4.28
Losers
Company Name	31/03/2023	28/02/2023	Var%
Future Supply	11.38	17.80	-36.07
Corporate Courie	4.35	6.05	-28.10
Arshiya	4.85	6.32	-23.26
Lancer Containe.	139.90	171.50	-18.43
East West Holdin	4.29	5.25	-18.29

 

During the month of March 2023, Logistics sector’s Marketcap increased 9.38% to Rs 113683.35 crore, compared to -2.27% fall in total listed marketcap to Rs 25941568.79 crore.

Sector’s share of total listed marketcap moved to 0.44% in March 2023 from 0.39% in March 2022 and 0.34% in March 2021.

In terms of price appreciation in the sector, there were 6 gainers and 27 losers in the month of Mar 2023. The gainers accounted for 12.50% of sector companies, losers accounted for 56.25% of sector companies, while 15% remained unchanged.

The top 3 gainers were VRL Logistics (15.79% gain), Ritco Logistics (11.58% gain) and Gateway Distri (6.11% gain).

The 3 losers at the bottom were Future Supply (-36.07% fall), Corporate Courie (-28.10% fall) and Arshiya (-23.26% fall).

During the month Bangalore Metro Rail Corporation Ltd announced their results.

Accuracy Shipping Ltd, Allcargo Logistics Ltd, Container Corporation Of India Ltd, Container Corporation Of India Ltd, Container Corporation Of India Ltd, Gateway Distriparks Ltd, Gateway Distriparks Ltd, Snowman Logistics Ltd, TCI Express Ltd and Transport Corporation of India Ltd announced dividend of 0.25, 3.25, 2, 3, 4, 0.75, 1.25, 0.75, 3 and 2.5.

Allcargo Logistics Ltd became ex-dividend.

During the month Rajasthan Petro Synthetics Ltd, Suryakrupa Finance Ltd, Sical Logistics Ltd, Ridhi Synthetics Ltd, Sanco Trans Ltd, Arshiya Ltd, SER Industries Ltd, Autoriders International Ltd, Patel Integrated Logistics Ltd, ABC India Ltd, Balurghat Technologies Ltd, Coastal Roadways Ltd, Blue Dart Express Ltd, Corporate Courier & Cargo Ltd, Inter State Oil Carrier Ltd, Containerway International Ltd, Frontline Corporation Ltd, Container Corporation Of India Ltd, Gati Ltd, Gateway Distriparks Ltd(Merged), Chartered Logistics Ltd, Sindhu Trade Links Ltd, Transport Corporation of India Ltd, North Eastern Carrying Corporation Ltd, NR International Ltd, Allcargo Logistics Ltd, TVS Supply Chain Solutions Ltd, VRL Logistics Ltd, Ritco Logistics Ltd, Mahindra Logistics Ltd, Future Supply Chain Solutions Ltd, JITF Infra Logistics Ltd, Snowman Logistics Ltd, Tiger Logistics (India) Ltd, Lancer Containers Lines Ltd, Accuracy Shipping Ltd, Gateway Distriparks Ltd, TCI Express Ltd, Delhivery Ltd, East West Holdings Ltd, Globe International Carriers Ltd, Maheshwari Logistics Ltd, Jalan Transolutions (India) Ltd, Shreeji Translogistics Ltd, Tara Chand Infralogistic Solutions Ltd, AVG Logistics Ltd, Shree Vasu Logistics Ltd, DRS Dilip Roadlines Ltd, DJ Mediaprint & Logistics Ltd, JSW Paradip Terminal Pvt Ltd, Destiny Logistics & Infra Ltd, Timescan Logistics (India) Ltd, Cargosol Logistics Ltd, Amiable Logistics India Ltd, Cargotrans Maritime Ltd and Transvoy Logistics India Ltd filed their shareholding patterns.

FIIs increased their shareholding in Accuracy Shipping Ltd from 9.80% to 15.32%, Delhivery Ltd from 8.02% to 9.20%, Allcargo Logistics Ltd from 9.22% to 10.12%, Shreeji Translogistics Ltd from 0.01% to 0.57%, Snowman Logistics Ltd from 1.93% to 2.16%, Tiger Logistics (India) Ltd from 0.00% to 0.17%, Cargotrans Maritime Ltd from 0.00% to 0.15%, Gati Ltd from 2.05% to 2.12%, Container Corporation Of India Ltd from 24.04% to 24.09% and Sindhu Trade Links Ltd from 0.33% to 0.38%. FIIs reduced their shareholding in Sical Logistics Ltd from 0.02% to 0.00%, Transport Corporation of India Ltd from 3.33% to 3.30%, Blue Dart Express Ltd from 5.13% to 5.08%, Arshiya Ltd from 0.59% to 0.51%, TCI Express Ltd from 1.84% to 1.72%, Mahindra Logistics Ltd from 15.80% to 15.55%, Lancer Containers Lines Ltd from 20.01% to 19.13%, Gateway Distriparks Ltd from 16.45% to 15.07% and VRL Logistics Ltd from 5.75% to 4.15%.

DIIs increased their shareholding in VRL Logistics Ltd from 13.84% to 19.98%, Delhivery Ltd from 6.95% to 11.12%, Gateway Distriparks Ltd from 37.25% to 38.29%, Blue Dart Express Ltd from 7.63% to 8.18% and Allcargo Logistics Ltd from 1.35% to 1.36%. DIIs reduced their shareholding in Sical Logistics Ltd from 0.01% to 0.00%, Mahindra Logistics Ltd from 15.27% to 15.21%, Transport Corporation of India Ltd from 10.94% to 10.84%, TCI Express Ltd from 10.25% to 10.08% and Container Corporation Of India Ltd from 16.36% to 15.59%.

Promoters increased their shareholding in Sical Logistics Ltd from 16.40% to 95.00%, TCI Express Ltd from 66.66% to 66.87% and Tara Chand Infralogistic Solutions Ltd from 74.53% to 74.71%. Promoters reduced their shareholding in Inter State Oil Carrier Ltd from 41.94% to 41.27%, Future Supply Chain Solutions Ltd from 22.62% to 21.95%, Gati Ltd from 54.06% to 53.12%, Lancer Containers Lines Ltd from 55.06% to 53.92%, Arshiya Ltd from 35.30% to 31.35%, Jalan Transolutions (India) Ltd from 50.41% to 46.22%, Tiger Logistics (India) Ltd from 71.16% to 66.62%, VRL Logistics Ltd from 69.59% to 64.17% and Cargotrans Maritime Ltd from 100.00% to 73.53%.

During the month Annual reports of Rajasthan Petro Synthetics Ltd, Adani Agri Logistics (Harda) Ltd, Suryakrupa Finance Ltd, Adani Agri Logistics (Hoshangabad) Ltd, Sical Logistics Ltd, Adani Agri Logistics (Satna) Ltd, Ridhi Synthetics Ltd, Adani Agri Logistics (Ujjain) Ltd, Sanco Trans Ltd, Adani Agri Logistics (MP) Ltd, Arshiya Ltd, SER Industries Ltd, SRS Freight Management Ltd, Autoriders International Ltd, East West Holdings Ltd, Globe International Carriers Ltd, Patel Integrated Logistics Ltd, ABC India Ltd, Accord Global Express Pvt Ltd, Balurghat Technologies Ltd, Delhi Cargo Service Center Pvt Ltd, Coastal Roadways Ltd, Blue Dart Express Ltd, Corporate Courier & Cargo Ltd, Sarjak Container Lines Pvt Ltd, Inter State Oil Carrier Ltd, Seaport Logistics Pvt Ltd, Maheshwari Logistics Ltd, Central Provinces Railways Company Ltd, Containerway International Ltd, Jalan Transolutions (India) Ltd, Peirce Leslie India Ltd, Gammon Logistics Ltd, Frontline Corporation Ltd, Coldrush Logistics Pvt Ltd, Container Corporation Of India Ltd, Expo Freight Pvt Ltd., Shreeji Translogistics Ltd, Bharat Kolkata Container Terminal Pvt Ltd, Roadways India Ltd, Tara Chand Infralogistic Solutions Ltd, Gati Ltd, AVG Logistics Ltd, Shree Vasu Logistics Ltd, Adani Agri Logistics Katihar Ltd, Chartered Logistics Ltd, Associated Road Carriers Ltd, Bulk Cement Corporation (India) Ltd, Geodis Overseas Pvt Ltd, Delhi Metro Rail Corporation Ltd, Liladhar Pasoo Forwarders Pvt Ltd, Kuehne + Nagel Pvt Ltd, Parekh Integrated Services Pvt Ltd, Unique Logistics International India Pvt Ltd, Uniworld Logistics Pvt Ltd, Admiral Hitec Logistics India Pvt Ltd, Infibeam Logistics Pvt Ltd, Sindhu Trade Links Ltd, DRS Dilip Roadlines Ltd, Transport Corporation of India Ltd, Adani Agri Logistics (Nakodar) Ltd, Adani Agri Logistics (Panipat) Ltd, A B T Ltd, Distribution Logistics Infrastructure Pvt Ltd, B V C Logistics Pvt Ltd, Premier Road Carriers Ltd, Compass Logistics International Pvt Ltd, North Eastern Carrying Corporation Ltd, NR International Ltd, Mundra International Gateway Terminal Pvt Ltd, E I T A India Ltd, DJ Mediaprint & Logistics Ltd, Smartshift Logistics Solutions Pvt Ltd, Om Logistics Ltd, Adani Agri Logistics Kotapura Ltd, Sumpap Logistics Pvt Ltd, JSW Paradip Terminal Pvt Ltd, Gordon Woodroffe Logistics Ltd, JSW Shipping & Logistics Pvt Ltd, Trans Global Logistics Pvt Ltd, NNR Global Logistics India Pvt Ltd, Pipavav Railway Corporations Limited, Chetak Logistics Ltd, Concor Air Ltd, India Infrastructure and Logistics Pvt Ltd, Concorde Air Logistics Ltd, Destiny Logistics & Infra Ltd, Allcargo Logistics Ltd, Avana Logistek Ltd, Timescan Logistics (India) Ltd, Siemens Logistics India Pvt Ltd, Tulsidas Khimji Pvt Ltd, TVS Supply Chain Solutions Ltd, Jeena International Logistics Pvt Ltd, Aargus Global Logistics Pvt Ltd, Cargo Planners Ltd, PSAFL Speedmark Forwarding Pvt Ltd, VRL Logistics Ltd, Dixons Cargo Consolidators Pvt Ltd, Adani Agri Logistics Ltd, JAS Forwarding Worldwide Pvt Ltd, Royal Logistics Pvt Ltd, Adani Logistics Ltd, Global Express Multilogistics Pvt Ltd, Seven Seas Global Express Logistic Pvt Ltd, Blue Star Realtors Ltd, Rivigo Services Pvt Ltd, Amazon Transportation Services Pvt Ltd, Kool Solutions India Pvt Ltd, DHL Supply Chain India Pvt Ltd, Pristine Mega Logistics Park Pvt Ltd, Scorpion Express Pvt Ltd, TCI Cold Chain Solutions Ltd, Siddeshwar Multipurpose Heemghar Pvt Ltd, DTDC Express Ltd, Murli Cold Storage Pvt Ltd, N D R Warehousing Pvt Ltd, Reema Transport Pvt Ltd, Ritco Logistics Ltd, Shakti Carriers Ltd, Seashell Logistics Pvt Ltd, Cargosol Logistics Ltd, Delhi International Cargo Terminal Pvt Ltd, Container Rail Road Services Pvt Ltd, Underwater Services Company Ltd, Emiza Supply Chain Services Pvt Ltd, Intellibees Solutions Pvt Ltd, Amiable Logistics India Ltd, Mahindra Logistics Ltd, Cargotrans Maritime Ltd, Transvoy Logistics India Ltd, Labdhi Logistics Ltd, Spoton Supply Chain Solutions Pvt Ltd, Spoton Logistics Pvt Ltd, Sharp Global Freight Pvt Ltd, On-Dot Couriers and Cargo Ltd, United Business Xpress India Pvt Ltd, Kutch Railway Company Ltd, A S Transport Pvt Ltd, TM International Logistics Ltd, Hassan Mangalore Rail Development Company Ltd, Agility Logistics Pvt Ltd, Continental Carriers Pvt Ltd, Freight Systems India Pvt Ltd, Schenker India Pvt Ltd, TKM Global Logistics Ltd, Expeditors International India Pvt Ltd, Trackon Couriers Pvt Ltd, DHL Express India Pvt Ltd, Seaways Shipping & Logistics Ltd, Sequel Logistics Pvt Ltd, Team Global Logistics Pvt Ltd, DSV Air & Sea Pvt Ltd, KSH Logistics Pvt Ltd, Gati-Kintetsu Express Pvt Ltd, Gati Logistics Parks Pvt Ltd, JITF Infra Logistics Ltd, Snowman Logistics Ltd, Flyjac Logistics Pvt Ltd, Tiger Logistics (India) Ltd, Lancer Containers Lines Ltd, Aramex India Pvt Ltd, Bangalore Metro Rail Corporation Ltd, Adani Warehousing Services Pvt Ltd, Boxco Logistics India Pvt Ltd, 2x2 Logistics Pvt Ltd, Schedulers Logistics India Pvt Ltd, Accuracy Shipping Ltd, Total Logistics (India) Pvt Ltd, Gateway Distriparks Ltd, JSL Logistics Ltd, Lords Freight India Pvt Ltd, On Time International Logistics Pvt Ltd, TCI Express Ltd, Ecom Express Ltd, Delhivery Ltd, Adani Agri Logistics (Dewas) Ltd, Shree Maruti Courier Services Pvt Ltd, Shree Anjani Courier Services Pvt Ltd and Shadowfax Technologies Pvt Ltd were updated in Capitaline.