TVS Supply Chain Solutions Limited (NSE:TVSSCS) Shares Could Be 41% Below Their Intrinsic Value Estimate
Apr 19
Indian (NIFTY) Air Freight and Logistics Industry Analysis
UpdatedMay 09, 2024
DataAggregated Company Financials
Companies37
- 7D1.3%
- 3M-3.0%
- 1Y16.6%
- YTDn/a
The Air Freight and Logistics is pretty flat in the last 7 days, but Blue Dart Express has stood out, gaining 15%. The past year has been better, since the industry has gained 16% in that time. Looking forward, earnings are forecast to grow by 41% annually.
Industry Valuation and Performance
Has the Indian Air Freight and Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 May 2024 | ₹931.8b | ₹574.2b | ₹10.2b | 26.8x | 91x | 1.6x |
| Sat, 06 Apr 2024 | ₹940.9b | ₹571.4b | ₹10.3b | 27.6x | 91.6x | 1.6x |
| Mon, 04 Mar 2024 | ₹971.8b | ₹571.4b | ₹10.3b | 29.1x | 94.6x | 1.7x |
| Wed, 31 Jan 2024 | ₹937.3b | ₹577.3b | ₹8.8b | 27.2x | 106.2x | 1.6x |
| Fri, 29 Dec 2023 | ₹915.4b | ₹569.4b | ₹8.9b | 27.3x | 102.5x | 1.6x |
| Sun, 26 Nov 2023 | ₹901.1b | ₹566.6b | ₹8.8b | 26.3x | 102x | 1.6x |
| Tue, 24 Oct 2023 | ₹887.1b | ₹587.5b | ₹5.9b | 26x | 150.1x | 1.5x |
| Thu, 21 Sep 2023 | ₹923.8b | ₹587.5b | ₹5.9b | 23.1x | 155.8x | 1.6x |
| Sat, 19 Aug 2023 | ₹796.9b | ₹488.5b | ₹6.1b | 23.2x | 130.2x | 1.6x |
| Mon, 17 Jul 2023 | ₹816.3b | ₹507.7b | ₹6.4b | 19.1x | 126.6x | 1.6x |
| Wed, 14 Jun 2023 | ₹773.1b | ₹508.1b | ₹6.5b | 22x | 119.8x | 1.5x |
| Fri, 12 May 2023 | ₹719.5b | ₹538.8b | ₹16.1b | 24.7x | 44.6x | 1.3x |
| Sun, 09 Apr 2023 | ₹710.4b | ₹535.7b | ₹17.5b | 26.4x | 40.6x | 1.3x |
| Tue, 07 Mar 2023 | ₹719.6b | ₹535.7b | ₹17.5b | 26.4x | 41.2x | 1.3x |
| Thu, 02 Feb 2023 | ₹724.7b | ₹551.2b | ₹20.1b | 23.2x | 36.1x | 1.3x |
| Sat, 31 Dec 2022 | ₹786.4b | ₹549.6b | ₹20.3b | 24.9x | 38.7x | 1.4x |
| Mon, 28 Nov 2022 | ₹802.5b | ₹549.6b | ₹20.3b | 21.7x | 39.5x | 1.5x |
| Wed, 26 Oct 2022 | ₹865.8b | ₹533.1b | ₹17.1b | 21.2x | 50.7x | 1.6x |
| Fri, 23 Sep 2022 | ₹1.0t | ₹533.0b | ₹17.1b | 21.5x | 60.3x | 1.9x |
| Sun, 21 Aug 2022 | ₹981.1b | ₹531.1b | ₹11.4b | 20.1x | 86.3x | 1.8x |
| Tue, 19 Jul 2022 | ₹974.4b | ₹485.2b | ₹10.1b | 19.5x | 96.5x | 2x |
| Thu, 16 Jun 2022 | ₹874.9b | ₹484.9b | ₹10.1b | 21x | 86.7x | 1.8x |
| Sat, 14 May 2022 | ₹479.3b | ₹374.0b | ₹14.5b | 22.7x | 33x | 1.3x |
| Mon, 11 Apr 2022 | ₹518.8b | ₹369.9b | ₹14.0b | 25.7x | 37.2x | 1.4x |
| Wed, 09 Mar 2022 | ₹454.4b | ₹369.9b | ₹14.0b | 26.3x | 32.6x | 1.2x |
| Fri, 04 Feb 2022 | ₹526.6b | ₹342.3b | ₹9.3b | 29x | 56.7x | 1.5x |
| Sun, 02 Jan 2022 | ₹526.9b | ₹337.9b | ₹8.7b | 24.1x | 60.6x | 1.6x |
| Tue, 30 Nov 2021 | ₹496.5b | ₹337.9b | ₹8.7b | 22.8x | 57.1x | 1.5x |
| Thu, 28 Oct 2021 | ₹469.4b | ₹299.2b | ₹5.7b | 31.4x | 82x | 1.6x |
| Sat, 25 Sep 2021 | ₹411.5b | ₹287.9b | ₹5.2b | 31.1x | 78.5x | 1.4x |
| Mon, 23 Aug 2021 | ₹362.8b | ₹308.6b | ₹5.6b | 21.8x | 64.8x | 1.2x |
| Sat, 10 Jul 2021 | ₹350.9b | ₹308.6b | ₹5.6b | 21.6x | 62.7x | 1.1x |
Price to Earnings Ratio
176.9x
Current Industry PE
- Investors are optimistic on the Indian Air Freight and Logistics industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 90.4x which is higher than its 3-year average PE of 79.3x.
- The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Air Freight and Logistics industry have grown 74% per year over the last three years.
- Revenues for these companies have grown 28% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Indian Air Freight and Logistics compare with similar industries?
| IN Market | -1.48% | |
| Industrials | -1.28% | |
| Logistics | 1.33% | |
| Air Freight and Logistics | 1.33% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 526612 Blue Dart Express | ₹7.25k | 14.8% +₹22.2b | 23.6% | PE57.1x | |
| DELHIVERY Delhivery | ₹453.50 | 1.0% +₹3.3b | 22.5% | PS4.2x | |
| TCI Transport Corporation of India | ₹888.75 | 1.3% +₹890.2m | 40.3% | PE20.9x | |
| SJLOGISTIC S J Logistics (India) | ₹402.90 | 13.3% +₹687.2m | n/a | PE76.6x | |
| TCIEXP TCI Express | ₹1.04k | 0.9% +₹371.9m | -30.7% | PE28.9x |
