Best Logistics Stocks in India (2025)

What are Logistics Stocks?

Logistics stocks refer to shares of companies involved in transporting, warehousing, and managing the flow of goods across the country. These logistic companies in India play an important role in keeping industries and retail sectors connected, serving as the backbone of the economy.

Overview of the Logistics Stocks in India

• Container Corporation of India Ltd: Container Corporation of India (CONCOR), founded in 1988, is a state-owned logistics company that specialises in containerised cargo transportation and logistics services.
• Delhivery Ltd: Delhivery Ltd, founded in 2011, is a leading logistics and supply chain company in India, known for its innovative technology-driven solutions. It specialises in e-commerce, express parcel delivery, and warehousing services.
• Blue Dart Express Ltd:Blue Dart Express, founded in 1983, is one of India’s premier express logistics companies. It offers domestic and international delivery services through its air and ground network, specialising in time-sensitive parcels.
• Blackbuck Ltd: Blackbuck, founded in 2015, is a tech-enabled logistics company focusing on freight transportation. It connects truck owners and businesses through a digital platform, streamlining the process of freight booking and management
• Shipping Corporation of India Ltd: Shipping Corporation of India (SCI), founded in 1961, is a government-owned company that operates a fleet of ships for cargo and passenger transportation.

How to Invest in Logistics Stocks in India?

Here is how you can invest in logistics stocks in India:

1. Open a demat/trading/stockbroker account. You can open a demat account with smallcase!
2. Conduct thorough research into the best logistics stocks in India that match your investment thesis. Investors can use tools like the Tickertape Stocks Screener to do this. The screener offers 200+ built-in filters to choose from, and investors can choose the parameters to research and generate logistic share list.
3. Place a ‘Buy’ Order on the top logistics sector stocks

GST 2.0 Impact on Logistics Sector

• Standardised Service Tax: Many logistics and courier services are now taxed at a uniform 18%. Earlier rates varied between 12% and 18%, creating disputes.
• Reduced Compliance Complexity: A uniform 18% rate across logistics services reduces administrative costs. Companies benefit from cleaner contracting processes, though net pricing impacts depend on how input tax credits flow through contracts.

Benefits of Investing in Logistics Stocks in India

• E-Commerce Growth: As online shopping increases in India, there is more demand for fast and reliable delivery services. Logistics companies that offer these services can benefit from the growing e-commerce market.
• Government Support: The Indian government is supporting the logistics sector with policies and investments. Initiatives like Make in India are supporting the growth of manufacturing, which in turn increases the demand for logistics services and creates opportunities for expansion.
• Growing Need for Efficient Supply Chains: As industries like manufacturing, agriculture, and retail grow, they need better supply chains to move goods. Logistics companies play a big role in this, making them a good investment as these sectors continue to expand.
• Expansion Opportunities: With more trade happening both in India and globally, logistics companies are expanding their services. Companies that handle both domestic and international transportation are well-positioned to benefit from this growth.

Risks of Investing in Logistics Stocks in India

• High Competition: The logistics sector in India is highly competitive, with many companies vying for market share. This competition can lead to price wars, reduced profit margins, and difficulty for companies to maintain consistent growth.
• Infrastructure Challenges: While the government is investing in infrastructure, India’s logistics infrastructure still faces challenges like traffic congestion, poor road conditions, and limited storage facilities in some areas. These issues can delay deliveries and increase operational costs for logistics companies.
• Dependence on Fuel Prices: Logistics companies rely heavily on transportation, and their costs are closely tied to fuel prices. Any sudden increase in fuel prices can raise operational costs, reducing profit margins for logistics companies.
• Economic Slowdowns: The performance of logistics companies is closely linked to the overall economy. During periods of economic slowdown, demand for goods transportation can fall, impacting the growth and profitability of logistics companies.

Factors to Consider Before Investing in Logistics Stocks

• Infrastructure and Network: Logistics companies depend on a strong network of warehouses, transportation facilities, and efficient supply chains. A company with well-developed infrastructure is likely to deliver better services and handle demand more effectively.
• Market Competition: The logistics sector is competitive, so it’s important to look at how well a company stands out. Whether through better services, lower costs, or more reliable delivery, a company’s ability to compete will affect its growth.
• Fuel and Operating Costs: Logistics companies are impacted by fuel price changes. Companies that can manage these costs effectively are better positioned to maintain profitability, even when fuel prices rise.
• Technological Innovation: Companies that embrace new technologies like automation and AI tend to stay ahead of the curve. Investing in companies that adapt to technology may offer growth opportunities as the industry evolves.