B
Bharat Retail
Intelligence
HomeValue Chain — IndiaValue Chain — GlobalFormatsValuationsTechnicalsRegulationsCompany ExplorerDecisionsData RoomAdmin
v0.1 · Mock data
B
Bharat Retail
Watchlist
← All formats
Logistics — 3PL

E-comm last-mile + parcel + SCM

Delhivery is the only listed pure-play 3PL. Express logistics (Blue Dart, TCI Express) under structural pressure from in-house fleets at large players.

GMV $14B+15% YoYCapex: HighReg risk: Low

Listed pureplays

D
Delhivery
B
DELHIVERY · Mid Cap
₹28.0K Cr·1Y 5%
Hold
BD
Blue Dart Express
B+
BLUEDART · Mid Cap
₹16.0K Cr·1Y -2%
Hold
TE
TCI Express
B
TCIEXP · Small Cap
₹3.3K Cr·1Y -28%
Sell / Avoid
TC
Transport Corp of India
B+
TCI · Small Cap
₹9.8K Cr·1Y 8%
Hold / Watchlist
ML
Mahindra Logistics
D
MAHLOG · Small Cap
₹2.5K Cr·1Y -32%
Sell / Avoid
VL
VRL Logistics
B
VRLLOG · Small Cap
₹4.5K Cr·1Y -10%
Sell / Avoid
AL
Allcargo Logistics
C
ALLCARGO · Small Cap
₹3.2K Cr·1Y -22%
Sell / Avoid
GD
Gateway Distriparks
B
GATEWAY · Small Cap
₹4.5K Cr·1Y -8%
Hold
CC
Container Corp of India
B+
CONCOR · Large Cap
₹51.0K Cr·1Y -12%
Hold