Date: 30 May 2023

Logistics

Sector	Market Cap	No of Companies
Logistics	123162.6	49

 

NetWorth	30173.45	TTM Sales	37126.29	TTM Sales Var (%)	12.89
Debt	15008.62	TTM OP	3923.94	TTM NP Var (%)	11.88
Capital Employed	48580.00	TTM OPM (%)	12.85	EV/TM Sales	3.32
Net Block	24850.75	TTM PATM (%)	2.91	EV/TTM EBITDA	33.76
Current Assets	25097.88	Debt / Equity	0.50	P/E	114.13
ROCE (%)	9.65	RONW (%)	3.58	P/B	4.08

The above figures are in Rs. Crores as of 30 May 2023

TTM ended March 2023

	30 May 2023	30 Apr 2022	30 Apr 2021	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	123115.56	105567.63	68073.31	16.62	80.86
Total Marketcap	28478031.31	26851884.58	22393056.31	6.06	27.17
Sector's share	0.43	0.39	0.3	0.04	0.13
Sector No of companies	47	41	36	6	11
Total Listed companies	4299	4116	3984	183	315
Sector's share	1.09	1	0.9	0.09	0.19
Nifty 50	18633.85	18065	16584.55	3.15	12.36

 

Gainers
Company Name	30/05/2023	28/04/2023	Var%
JITF Infra Logis	203.80	132.81	53.45
Coastal Roadways	38.71	27.54	40.56
Transvoy Logist.	91.00	65.00	40.00
DJ Mediaprint	173.65	143.40	21.09
VRL Logistics	736.10	630.30	16.79
Losers
Company Name	30/05/2023	28/04/2023	Var%
Cargosol Logist.	39.00	49.02	-20.44
East West Holdin	4.23	4.94	-14.37
Balurghat Tech	11.37	12.77	-10.96
Shreeji Translog	56.49	62.81	-10.06
Tiger Logistics	367.95	398.00	-7.55

 

During the month of May 2023, Logistics sector’s Marketcap increased 16.62% to Rs 123115.56 crore, compared to 6.06% rise in total listed marketcap to Rs 28478031.31 crore.

Sector’s share of total listed marketcap moved to 0.43% in May 2023 from 0.39% in April 2022 and 0.3% in April 2021.

In terms of price appreciation in the sector, there were 18 gainers and 14 losers in the month of May 2023. The gainers accounted for 36.73% of sector companies, losers accounted for 28.57% of sector companies, while 17% remained unchanged.

The top 3 gainers were JITF Infra Logis (53.45% gain), Coastal Roadways (40.56% gain) and Transvoy Logist. (40.00% gain).

The 3 losers at the bottom were Cargosol Logist. (-20.44% fall), East West Holdin (-14.37% fall) and Balurghat Tech (-10.96% fall).

During the month Rajasthan Petro Synthetics Ltd, Suryakrupa Finance Ltd, Ridhi Synthetics Ltd, Sanco Trans Ltd, SER Industries Ltd, Autoriders International Ltd, East West Holdings Ltd, Patel Integrated Logistics Ltd, ABC India Ltd, Balurghat Technologies Ltd, Coastal Roadways Ltd, Blue Dart Express Ltd, Inter State Oil Carrier Ltd, Containerway International Ltd, Container Corporation Of India Ltd, Shreeji Translogistics Ltd, Roadways India Ltd, Gati Ltd, Chartered Logistics Ltd, Transport Corporation of India Ltd, NR International Ltd, DJ Mediaprint & Logistics Ltd, VRL Logistics Ltd, Ritco Logistics 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 and Delhivery Ltd announced their results. Of these Ridhi Synthetics Ltd, Coastal Roadways Ltd, Container Corporation Of India Ltd, Chartered Logistics Ltd, Transport Corporation of India Ltd, VRL Logistics Ltd, Ritco Logistics Ltd, Shreeji Translogistics Ltd and TCI Express Ltd reported rise in net profit attributable to shareholders. Companies like Blue Dart Express Ltd, Gateway Distriparks Ltd, Lancer Containers Lines Ltd, Tiger Logistics (India) Ltd, DJ Mediaprint & Logistics Ltd, Patel Integrated Logistics Ltd, Balurghat Technologies Ltd, JITF Infra Logistics Ltd and Rajasthan Petro Synthetics Ltd reported fall in net profit attributable to shareholders.

Companies like Accuracy Shipping Ltd, Snowman Logistics Ltd, Roadways India Ltd and ABC India Ltd reported loss to profit and Suryakrupa Finance Ltd, East West Holdings Ltd, NR International Ltd, Sanco Trans Ltd, Inter State Oil Carrier Ltd and Autoriders International Ltd reported profit to loss.

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 Delhivery Ltd from 9.20% to 17.84%, Accuracy Shipping Ltd from 15.32% to 20.37%, Allcargo Logistics Ltd from 10.12% to 10.88%, TCI Express Ltd from 1.72% to 2.04%, Gati Ltd from 2.12% to 2.24%, Shreeji Translogistics Ltd from 0.57% to 0.62% and Tiger Logistics (India) Ltd from 0.17% to 0.22%. FIIs reduced their shareholding in Sindhu Trade Links Ltd from 0.38% to 0.24%, Cargotrans Maritime Ltd from 0.15% to 0.00%, Snowman Logistics Ltd from 2.16% to 1.93%, Blue Dart Express Ltd from 5.08% to 4.85%, Transport Corporation of India Ltd from 3.30% to 2.77%, Gateway Distriparks Ltd from 15.07% to 14.07%, VRL Logistics Ltd from 4.15% to 2.35%, Container Corporation Of India Ltd from 24.09% to 22.23% and Mahindra Logistics Ltd from 15.55% to 11.55%.

DIIs increased their shareholding in VRL Logistics Ltd from 19.98% to 23.38%, Mahindra Logistics Ltd from 15.21% to 18.40%, Delhivery Ltd from 11.12% to 12.63%, Blue Dart Express Ltd from 8.18% to 9.69%, Container Corporation Of India Ltd from 15.59% to 17.08%, Gateway Distriparks Ltd from 38.29% to 39.47% and Transport Corporation of India Ltd from 10.84% to 11.41%. DIIs reduced their shareholding in Allcargo Logistics Ltd from 1.36% to 1.35% and TCI Express Ltd from 10.08% to 9.90%.

Promoters increased their shareholding in TCI Express Ltd from 66.87% to 69.66%, Gateway Distriparks Ltd from 32.12% to 32.32% and Inter State Oil Carrier Ltd from 41.27% to 41.36%. Promoters reduced their shareholding in Gati Ltd from 53.12% to 53.11%, Transport Corporation of India Ltd from 69.03% to 68.99%, Patel Integrated Logistics Ltd from 39.53% to 39.49%, Tara Chand Infralogistic Solutions Ltd from 74.71% to 74.39%, Future Supply Chain Solutions Ltd from 22.62% to 21.95%, Tiger Logistics (India) Ltd from 66.62% to 64.65%, Arshiya Ltd from 31.35% to 27.58% and Jalan Transolutions (India) Ltd from 46.22% to 39.99%.

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, Celebi Delhi Cargo Terminal Mgt. India Pvt 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, CJ DARCL Logistics Ltd, Aegis LPG Logistics Pipavav 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, Cogo Freight Pvt Ltd, E I T A India Ltd, Mundra International Gateway Terminal Pvt Ltd, DJ Mediaprint & Logistics Ltd, Zinka Logistics Solutions Pvt Ltd, Smartshift Logistics Solutions Pvt Ltd, Om Logistics Ltd, Metropolitan Transport Corpn(Chennai) Ltd, Adani Agri Logistics Kotapura Ltd, Sumpap Logistics Pvt Ltd, Gordon Woodroffe Logistics Ltd, JSW Paradip Terminal Pvt Ltd, JSW Shipping & Logistics Pvt Ltd, Trans Global Logistics Pvt Ltd, NNR Global Logistics India Pvt Ltd, Orix Auto Infrastructure Services Ltd, Pipavav Railway Corporations Limited, Tamilnadu State Transport Corp (Kumbakonam D-1)Ltd, Chetak Logistics Ltd, Concor Air Ltd, Concorde Air Logistics Ltd, India Infrastructure and Logistics Pvt Ltd, APL Logistics Vascor Automotive Pvt Ltd, Allcargo Logistics Ltd, Destiny Logistics & Infra Ltd, Avana Logistek Ltd, Timescan Logistics (India) Ltd, Siemens Logistics India Pvt Ltd, TVS Supply Chain Solutions Ltd, Tulsidas Khimji Pvt Ltd, Jeena International Logistics Pvt Ltd, Aargus Global Logistics Pvt Ltd, Cargo Planners Ltd, VRL Logistics Ltd, PSAFL Speedmark Forwarding Pvt Ltd, Adani Agri Logistics Ltd, Dixons Cargo Consolidators Pvt Ltd, JAS Forwarding Worldwide Pvt Ltd, Adani Logistics Ltd, Royal Logistics Pvt Ltd, Global Express Multilogistics Pvt Ltd, Blue Star Realtors Ltd, Seven Seas Global Express Logistic Pvt 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, J M Baxi Ports & Logistics Ltd, Murli Cold Storage Pvt Ltd, N D R Warehousing Pvt Ltd, Ritco Logistics Ltd, Reema Transport Pvt Ltd, Shakti Carriers Ltd, UPS Express Pvt Ltd, Seashell Logistics Pvt Ltd, Salaya Bulk Terminals Ltd, Sidcul Concor Infra Co Ltd, MFC Transport Pvt Ltd, Cargosol Logistics Ltd, Delhi International Cargo Terminal Pvt Ltd, Mahindra Logistics Ltd, Container Rail Road Services Pvt Ltd, Underwater Services Company Ltd, Emiza Supply Chain Services Pvt Ltd, Intellibees Solutions Pvt Ltd, Ennore Coal Terminal Pvt Ltd, Amiable Logistics India Ltd, Cargotrans Maritime Ltd, Transvoy Logistics India Ltd, Kutch Railway Company Ltd, A S Transport Pvt Ltd, TM International Logistics Ltd, Hassan Mangalore Rail Development Company Ltd, Dachser India Pvt 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, Transystem Logistics International 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, Dedicated Freight Corridor Corporaton of India Ltd, Gati Logistics Parks Pvt Ltd, JITF Infra Logistics Ltd, JITF Commodity Tradex Ltd, Bhadra International India Pvt 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, Jaipur Metro Rail Corporation 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, Punjab Logistics Infrastructure Ltd, Suumaya Trans Logistics Ltd, Labdhi Logistics Ltd, J-Ark Logistics Pvt Ltd, Southern Roadways Pvt 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, Shree Maruti Courier Services Pvt Ltd, Shree Anjani Courier Services Pvt Ltd, Airbus Group India Pvt Ltd and Shadowfax Technologies Pvt Ltd were updated in Capitaline.