Who moves India's goods
7 listed companies earned ₹38,492 crore from logistics and shipping in FY26. Swiggy Ltd earned the most, 28.4% of it. Aegis Logistics Ltd earned the most on each rupee of sales: 57.7%.
The brands, and who owns them
Delhivery International, Delhivery One, Delhivery Robotics are Delhivery Ltd's. Brands are read from each company's filings and checked against a public source.
Who sells the most
Swiggy Ltd had 28.4% of the listed companies' revenue from logistics and shipping here, 1.0 times as much as Delhivery Ltd, the next largest. The two together sold 56%; the other 5 the rest.
What it is made of
Of the sales reported by product line, warehousing is the largest at ₹12,016 Cr, then container rail at ₹9,079 Cr.
How the sales have grown, and who sold them
The listed companies here earned ₹38,492 Cr from logistics and shipping in FY26. Counting only the companies with figures in both years, sales went from ₹1,695 Cr in FY19 to ₹10,508 Cr, 6.2 times as much. The biggest rise was in FY22 (+83%) and the weakest year FY25 (+4%). Swiggy Ltd's part of the total went from 25% in FY25 to 28% in FY26. Over three years Delhivery Ltd grew fastest, +11.7% a year. Some companies are counted only from a later year (Swiggy Ltd from FY25; Container Corporation Of India Ltd from FY25; Meesho Ltd from FY26; JSW Infrastructure Ltd from FY26; Aegis Logistics Ltd from FY25; Aegis Vopak Terminals Ltd from FY25).
Who earns the most on each rupee
Operating profit before interest and tax, as a share of revenue from logistics and shipping. Swiggy Ltd earned -0.7% on its sales in FY26, against -3.4% in FY25. Delhivery Ltd earned 2.6% on its sales in FY26, against -105.2% in FY19; its best year was FY25 at 3.1%. Container Corporation Of India Ltd earned 17.5% on its sales in FY26, against 17.6% in FY25. Aegis Logistics Ltd earned 57.7% on its sales in FY26, against 62.2% in FY25.
The companies, and their brands
| Company and brands | Sales FY26 | Growth 1 yr | 3 yrs | 5 yrs | Margin | Profit share | Return on assets | P/E | ROE | Share price 1 yr |
|---|---|---|---|---|---|---|---|---|---|---|
| Swiggy Ltd Sells in 35 states; exports 0.0% of turnover |
₹10,932 Cr | +70.5% | — | — | -0.7% | -3.1% | — | -15.2 | — | -47.2% |
| Delhivery Ltd Delhivery International, Delhivery One, Delhivery Robotics Sells in 36 states and 220 countries; exports 0.05% of turnover |
₹10,508 Cr | +17.7% | +11.7% | +22.3% | 2.6% | 11.3% | — | 333.1 | 0.9% | -11.3% |
| Container Corporation Of India Ltd | ₹9,079 Cr | +2.2% | — | — | 17.5% | 65.0% | 18.1% | 27.5 | 9.7% | -14.7% |
| Meesho Ltd Sells in 36 states; exports 0.0% of turnover |
₹6,174 Cr estimate |
— | — | — | — | — | — | -87.5 | 4.5% | — |
| JSW Infrastructure Ltd | ₹715 Cr | — | — | — | 11.6% | 3.4% | 2.4% | 48.2 | 3.2% | +11.2% |
| Aegis Logistics Ltd Sells in 10 states; exports 0.36% of turnover |
₹644 Cr | -0.9% | — | — | 57.7% | 15.2% | 9.9% | 39.0 | 30.2% | +72.2% |
| Aegis Vopak Terminals Ltd | ₹440 Cr | +27.8% | — | — | 46.1% | 8.3% | 5.6% | 124.6 | 8.1% | +2.1% |
See every one of these companies in Valarth
Questions people ask
Who moves India's goods?
7 listed companies report their revenue from logistics and shipping: Swiggy Ltd (SWIGGY), Delhivery Ltd (DELHIVERY), Container Corporation Of India Ltd (CONCOR), Meesho Ltd (MEESHO), JSW Infrastructure Ltd (JSWINFRA), Aegis Logistics Ltd (AEGISLOG), Aegis Vopak Terminals Ltd (AEGISVOPAK).
Which listed company earns the most from logistics and shipping in India?
Swiggy Ltd, with revenue from logistics and shipping of ₹10,932 crore in FY26: 28.4% of the listed companies' total here.
How much do listed companies earn from logistics and shipping?
The listed companies here earned ₹38,492 crore from logistics and shipping in FY26. Private makers are not included.
Which listed company makes the most profit from logistics and shipping?
Aegis Logistics Ltd: its operating profit was 57.7% of its revenue from logistics and shipping in FY26.
Who owns Delhivery International?
Delhivery International is a brand of Delhivery Ltd, listed on the NSE as DELHIVERY.
Who owns Delhivery One?
Delhivery One is a brand of Delhivery Ltd, listed on the NSE as DELHIVERY.