Best Logistics Stocks to Buy in India

Efficient logistics is of paramount importance for any developed industrial economy. As India aspires to be a developed & industrial economy, challenging China by 2047, an efficient logistics sector becomes a focus of the government to enhance competitiveness and ensure inclusive growth. Logistics remains a vital pillar of the Indian economy- world’s fourth largest. An efficient logistics is vital for the seamless movement of goods across the country, one of the largest in size in the world, supporting from manufacturing to e-commerce.

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Historically, India’s logistics industry was in bad shape due to poor infrastructure, but it is now also transforming from a fragmented, unorganised, cost-intensive operation to a more organised, digital/tech-driven ecosystem supported by improving roads/infrastructure. Still, India’s average logistics costs are much higher than global peers due to higher prices of transportation fuels, elevated toll & other taxes, regulatory hurdles and an over-reliance on road transport. But, at the same time, concerned Public –Private initiatives are also reshaping the landscape.

The Indian Federal Government has launched the National Logistics Policy (NLP) in 2022, aiming to create a unified, efficient framework for the development & maintenance of transport infrastructure in the country. This includes the ₹100 trillion (10-year) PM Gati Shakti National Master Plan, integrating multi-modal infrastructure planning, and several other major projects such as Dedicated Freight Corridors (DFCs), Bharatmala for highways, and Sagarmala for ports.

Overview of Logistic Sector for 2026 and Beyond

India’s logistics sector is poised to grow by around 8-10% CAGR –in line with the nominal GDP growth of the country for the next 5-years (2025-30) led by booming e-commerce and growing manufacturing activities in the country under ‘Make in India’ initiative, Also ‘vocal for local’ and ‘local for global’ policy is focusing on exports and coupled with that value added service like cold chain logistics, ware housing are helping the industry to reach a size of ~$350-430 billion by 2030-33 from present size of ~$225 billion.

Overall, India now aims to position itself as an emerging global logistics hub by attracting investments in warehousing, automation, cold chain, sustainable practices and other required ecosystems. The sector offers compelling opportunities amid India's structural tailwinds, despite cyclical headwinds of fuel prices, macros, and global trade dynamics, including US tariff tensions. India’s logistic sectors are poised for higher growth in the coming years after years of incremental consolidations. The completion of major DFC segments has enhanced rail freight efficiency, while e-commerce volumes continue to surge, demanding advanced last-mile and express services.

Potential tailwinds:

• Huge infra capex visibility
• Continuous thrust on PM Gati Shakti National Master Plan (~INR 20 trillion CAPEX/year till at least 2030-PPP mode-Federal + State + Private participations)
• Multimodal logistics parks (MMLPS)
• DFCs and Semi-High Speed Passenger Railway Corridors + Bullet Train Corridors
• Water and also air ports upgradations
• E-Commerce boom
• Growing Manufacturing thrust

India’s logistics sector is expected to improve its cost efficiencies & timely operations through increasing adoption of hi-techs like AI, IoT, data analytics, and automation. These, coupled with green logistics initiatives in line with global supply chain standard-the sector is poised to see almost double digit growths in the coming years. India is also focusing on 3rd party logistics (3PL) and warehousing, supported by rising FDI and SME digital adoption.

Potential headwinds:

• Sub-standard highways in various parts of the country
• Extreme weather, like excessive flooding during the monsoon or fog (pollution) in Northern India during winter, delays logistical movements
• Still fragmentations (smaller players) and skill gaps in the industry
• Potential volatility from geopolitical tensions and higher energy costs,

An overview of India’s top logistics stocks for 2026

1. Container Corporation of India Ltd (CONCOR)

• A Navratna PSU under the Ministry of Railways- founded in 1988 and operational since 1989.
• India's leading multimodal logistics provider, specialising in containerised cargo movement.
• It’s primarily a carrier, terminal operator, and warehouse manager; focuses on rail-linked inland container depots (ICDs), container freight stations (CFS), port handling, bonded warehousing, air cargo, cold chain, and door-to-door services.
• Earns revenue from EXIM (Export & Import) and domestic segments via handling, transportation, and value-added logistics, leveraging government-backed infrastructure for stable, trade-driven volumes.

2. Delhivery Ltd

• Founded in 2011 as a hyperlocal delivery startup in Gurugram, it pivoted to become India's largest integrated e-commerce logistics provider, covering 18,700+ pin codes with tech-driven operations.
• It’s an asset-light, tech-enabled platform offering express parcel, part/full truckload (PTL/FTL), supply chain solutions (warehousing, transportation), cross-border shipping, and reverse logistics provider.
• Operates under SaaS (Software as a Service)-cloud computing-based tools.
• It utilises a managed marketplace of partners for scalability, focusing on last-mile delivery, automation, and e-commerce enablement to capture booming online retail volumes.

3. Aegis Logistics Ltd

• Established in 1956, it is India's leading private-sector downstream oil, gas, and chemical logistics firm
• It has a vertically integrated supply chain including terminals across major ports and LPG distribution networks.
• The company operates liquid and gas terminals for storage/handling of LPG, chemicals, petroleum, and biofuels.
• It is also involved in the import/distribution of LPG (bulk/packed), terminalling services, pipelines, retail Auto LPG stations, and value-added solutions.
• It earns revenue from infrastructure assets, energy trade, and specialised logistics, and is also benefiting from India's rising imports and port expansions.

4. Blue Dart Express Ltd

• Founded in 1983 in Mumbai, it is a premium express logistics leader and part of the DHL Group since 2004/05, serving India and 220+ countries via integrated air-ground networks.
• It focuses on time-definite, high-reliability courier and express delivery (domestic/international) using air freight (own freighters), ground transport, and value-added services like temperature-controlled logistics.
• It also earns revenue from premium shipments for corporates, e-commerce, and time-sensitive cargo, emphasising speed, tracking, and brand trust in B2B/B2C segments.

5. Transport Corporation of India Ltd (TCI)

• Founded in 1958 in Kolkata (now Gurugram-based), it has evolved from a single-truck operation into India's leading integrated multimodal logistics provider, moving significant value annually.
• It’s diversified across freight (surface/FTL/LTL), supply chain solutions (warehousing, distribution, cold chain), seaways (coastal shipping), and energy logistics.
• It also offers end-to-end services via road, rail, sea, and air for sectors like auto, FMCG, pharma, and e-commerce, with joint ventures enhancing specialised capabilities for comprehensive, multimodal solutions.

6. Gateway Distriparks Ltd

• Incorporated in 1994 (restructured post-mergers), it is an integrated inter-modal logistics player with CFS, rail-linked ICDs, and cold chain verticals, connecting ports to inland markets.
• It operates container freight stations (CFS) at ports, inland container depots (ICD) with rail connectivity, and temperature-controlled storage/transport.
• It also provides handling, warehousing (bonded/general), customs services, rail/road movement, and value-added logistics for EXIM trade and perishable goods.
• It focuses on efficient port-inland connectivity and low-debt infrastructure assets.

Conclusion

As we entered 2026, India’s logistics sector is at an inflexion point- transitioning towards greater efficiency, digitalisation, and global integration. With supportive government policies, infrastructure momentum, and structural tailwinds from e-commerce and manufacturing, FY27 holds promise for ongoing progress despite some cyclical headwinds.