3 Gas Terminal and Logistics Stocks With a Strong Future Roadmap: Petronet LNG, Delhivery and Gateway Distriparks
- October 9, 2026
- Posted by: Harsh Piplani
- Category: Best Stocks
Petronet LNG Rs 288.50, P/E 10.31. Delhivery Rs 397.00. Gateway Distriparks Rs 50.33, P/E 10.13. Closing prices of 8 Oct 2026.
Quick Answer
Gas terminal and logistics stocks with the clearest long-term roadmaps today include Petronet LNG in LNG import terminals, Delhivery in express parcel and freight and Gateway Distriparks in container rail and warehousing. FY26 revenue growth was -14.3% at Petronet LNG, 16.0% at Delhivery and 30.2% at Gateway Distriparks. P/E stands at 10.31 for Petronet LNG (industry 14.54) and 10.13 for Gateway Distriparks (industry 46.45). Demand cycles, input costs and valuation decide how much of that growth the market keeps paying for, so each company’s risks need equal attention.
Gas terminal and logistics stocks give investors exposure to companies that move gas, parcels and containers across the economy. Throughput, shipment volumes and utilisation decide how steady earnings are.
This list covers three gas terminal and logistics stocks: Petronet LNG for LNG import terminals, Delhivery for express parcel and freight and Gateway Distriparks for container rail and warehousing. Every figure comes from the latest reported financials and the 8 October 2026 market close. Companies without complete current figures were left out.
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What Are Gas Terminal and Logistics Stocks?
Gas terminal and logistics stocks are shares of companies that move gas, parcels and containers through terminals and networks. Results depend on throughput, shipment volumes and utilisation, so throughput and utilisation separate the stronger names.
Gas Terminal and Logistics Stocks at a Glance
The table compares size, valuation, return on equity and debt for the three gas terminal and logistics stocks as of the 8 Oct 2026 close.
| Company | CMP (Rs) | Market Cap (Rs Cr) | Industry P/E | ROE | Debt to Equity |
|---|---|---|---|---|---|
| Petronet LNG | 288.50 | 43,365 | 14.54 | 17.56% | 0.11 |
| Delhivery | 397.00 | 29,822 | 46.45 | 1.84% | 0.15 |
| Gateway Distriparks | 50.33 | 2,515 | 46.45 | 11.15% | 0.28 |
Among infrastructure stocks, both trade at a discount to their industry P/E multiples.
Why Do Gas Terminal and Logistics Stocks Have a Strong Roadmap in India?
Gas terminal and logistics stocks have a strong roadmap in India because gas use is rising, online shopping drives parcel volumes and trade needs container and warehouse capacity. Three drivers stand out.
- Gas adoption: Industry, fertiliser and city gas demand supports LNG imports.
- Online shopping: Parcel volumes rise with e-commerce.
- Trade growth: Container rail and warehousing serve rising cargo.
Petronet LNG: LNG Terminals Anchor the Roadmap
Petronet LNG’s roadmap rests on LNG import and regasification terminals at Dahej and Kochi, with rising gas use supporting terminal throughput.
Revenue grew from Rs 43,466.30 crore in FY22 to Rs 44,358.98 crore in FY26, a 2.1% rise, and FY26 revenue was 14.3% lower than FY25. FY26 net profit fell 1.9% to Rs 3,809.41 crore. Over four years, net profit rose from Rs 3,438.12 crore in FY22 to Rs 3,809.41 crore. In Q1 FY27, net profit rose 34.4% to Rs 1,108.27 crore. Operating margin was 14.25% in FY26.
Debt to equity is 0.11 and return on equity is 17.56%. FY26 operating cash flow was Rs 4,750.04 crore against capital expenditure of Rs 2,519.10 crore. Petronet LNG paid a dividend of Rs 10 per share for FY26, a yield of 3.46%. At a P/E of 10.31 against an industry P/E of 14.54, the stock trades below its industry multiple.
What to watch: FY26 net profit of Rs 3,809.41 Cr was lower than the Rs 3,883.92 Cr of FY25, and FY26 revenue of Rs 44,358.98 Cr was 14.3% lower than FY25.
Delhivery: Express Parcel and Freight Services Drive the Pipeline
Delhivery’s roadmap rests on express parcel, freight and supply chain services for e-commerce and enterprise customers, with online shopping volumes supporting shipments.
Revenue grew from Rs 7,038.43 crore in FY22 to Rs 10,866.95 crore in FY26, a 54.4% rise, and FY26 revenue was 16.0% higher than FY25. FY26 net profit fell 5.9% to Rs 152.54 crore. In Q1 FY27, revenue grew 25.6% to Rs 3,044.84 crore, and net profit fell 65.0% to Rs 31.91 crore. Operating margin was 7.68% in FY26 and 8.64% in Q1 FY27 against 11.82% a year earlier.
Debt to equity is 0.15 and return on equity is 1.84%. FY26 operating cash flow was Rs 911.46 crore against capital expenditure of Rs 422.13 crore.
What to watch: The Q1 FY27 operating margin of 8.64% was below the 11.82% of a year earlier, and Q1 FY27 net profit was 65.0% lower than a year earlier.
Gateway Distriparks: Container Rail and Depots Build the Next Leg
Gateway Distriparks’ roadmap rests on container rail services, inland container depots and warehousing, with trade volumes and rail logistics supporting throughput.
Revenue grew from Rs 1,406.82 crore in FY22 to Rs 2,229.44 crore in FY26, a 58.5% rise, and FY26 revenue was 30.2% higher than FY25. FY26 net profit fell 30.6% to Rs 259.36 crore. Over four years, net profit rose from Rs 223.82 crore in FY22 to Rs 259.36 crore. In Q1 FY27, revenue was flat at Rs 553.70 crore, and net profit fell 17.5% to Rs 51.27 crore. Operating margin was 22.37% in FY26 and 22.41% in Q1 FY27 against 22.35% a year earlier.
Debt to equity is 0.28 and return on equity is 11.15%. FY26 operating cash flow was Rs 469.05 crore against capital expenditure of Rs 116.32 crore. Gateway Distriparks paid a dividend of Rs 3.25 per share for FY26, a yield of 6.46%. At a P/E of 10.13 against an industry P/E of 46.45, the stock trades below its industry multiple.
What to watch: Q1 FY27 net profit was 17.5% lower than a year earlier, and FY26 net profit of Rs 259.36 Cr was lower than the Rs 373.76 Cr of FY25.
Best Gas Terminal and Logistics Stocks in India: Petronet LNG vs Delhivery vs Gateway Distriparks on Key Financials
Among the best gas terminal and logistics stocks in India, Petronet LNG leads on Q1 FY27 net profit growth and return on equity; Delhivery ranks second on FY26 revenue growth and the lowest debt to equity; Gateway Distriparks leads on FY26 revenue growth and FY26 operating margin. The table puts the numbers side by side.
| Metric | Petronet LNG | Delhivery | Gateway Distriparks |
|---|---|---|---|
| FY26 revenue (Rs Cr) | 44,358.98 | 10,866.95 | 2,229.44 |
| FY26 revenue growth | -14.3% | 16.0% | 30.2% |
| FY26 net profit (Rs Cr) | 3,809.41 | 152.54 | 259.36 |
| FY26 net profit growth | -1.9% | -5.9% | -30.6% |
| FY26 operating profit margin | 14.25% | 7.68% | 22.37% |
| Q1 FY27 net profit growth (YoY) | 34.4% | -65.0% | -17.5% |
| Return on equity | 17.56% | 1.84% | 11.15% |
| Debt to equity | 0.11 | 0.15 | 0.28 |
| Dividend yield | 3.46% | 0.00% | 6.46% |
| FY26 operating cash flow (Rs Cr) | 4,750.04 | 911.46 | 469.05 |
Logistics earnings follow throughput, shipment volumes and utilisation, so full-year numbers and quarterly trends together give a better view.
How to Evaluate Gas Terminal and Logistics Stocks to Buy Before You Invest
A short checklist keeps the research consistent when you screen gas terminal and logistics stocks and shortlist gas terminal and logistics stocks to buy.
- Compare each stock’s P/E with its industry P/E, which differs by company here.
- Check utilisation and capacity additions, since fixed assets drive returns.
- Check whether revenue growth is turning into profit growth, not only sales.
- Read operating cash flow against capital expenditure to see how growth is funded.
- Watch debt to equity and interest cover before sizing a position.
- Spread exposure across companies and business lines instead of one demand cycle.
Check the Univest Screener for live data on these gas terminal and logistics stocks
Risks to Consider Before Investing in Gas Terminal and Logistics Stocks
- Quarterly profit: Delhivery’s Q1 FY27 net profit was 65.0% lower than a year earlier.
- Annual profit: Petronet LNG’s FY26 net profit of Rs 3,809.41 Cr was lower than the Rs 3,883.92 Cr of FY25.
- Margins: Delhivery’s Q1 FY27 operating margin of 8.64% was below the 11.82% of a year earlier.
- Volume swings: Throughput can vary with global gas prices and trade.
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Annual reports and quarterly result presentations are the most reliable places to verify the numbers quoted here, because they show segment details, management commentary and the notes behind each figure.
Comparing a quarter with the same quarter of the previous year gives a cleaner reading than comparing it with the preceding quarter, since seasonal patterns affect many businesses in India.
The shareholding pattern published every quarter shows whether promoters, mutual funds and foreign investors are raising or trimming their holdings, which adds useful context to the financial numbers.
Final Take: Which Stock Has the Strongest Roadmap?
These three infrastructure stocks cover LNG import terminals, express parcel and freight services and container rail with warehousing. Petronet LNG leads on Q1 FY27 net profit growth and return on equity; Delhivery ranks second on FY26 revenue growth and the lowest debt to equity; Gateway Distriparks leads on FY26 revenue growth and FY26 operating margin.
Across gas terminal and logistics stocks, each roadmap still has to turn growth into steady profit, so independent research and position sizing matter. Investors should consult a SEBI-registered advisor before acting on any of the gas terminal and logistics stocks to buy discussed here.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
FAQs on Gas Terminal and Logistics Stocks
Which are the best gas terminal and logistics stocks in India with a strong roadmap?
Ans. Petronet LNG, Delhivery and Gateway Distriparks stand out for their roadmaps in LNG import terminals, express parcel and freight services and container rail with warehousing. FY26 revenue growth was -14.3% at Petronet LNG, 16.0% at Delhivery and 30.2% at Gateway Distriparks, and return on equity ranges from 1.84% to 17.56%.
Is Petronet LNG a good stock to buy now?
Ans. Petronet LNG has a debt to equity ratio of 0.11, a return on equity of 17.56% and a P/E of 10.31 against an industry P/E of 14.54. Valuation, volume swings and competition move results. This article is not investment advice, so consult a SEBI-registered advisor before deciding.
What is the P/E ratio of Petronet LNG, Delhivery and Gateway Distriparks?
Ans. The P/E ratio is 10.31 for Petronet LNG (industry 14.54) and 10.13 for Gateway Distriparks (industry 46.45). All of them trade below the industry multiple.
Which of these gas terminal and logistics stocks has the highest return on equity?
Ans. Petronet LNG has the highest return on equity at 17.56%, followed by Gateway Distriparks at 11.15% and Delhivery at 1.84%.
What are the risks of investing in gas terminal and logistics stocks?
Ans. The main risks are quarterly profit, annual profit, margins and volume swings. Delhivery’s Q1 FY27 net profit was 65.0% lower than a year earlier.
How did Petronet LNG, Delhivery and Gateway Distriparks perform in Q1 FY27?
Ans. Petronet LNG reported net profit rose 34.4% to Rs 1,108.27 crore. Delhivery reported revenue of Rs 3,044.84 crore, up 25.6% year on year, and net profit fell 65.0% to Rs 31.91 crore. Gateway Distriparks reported revenue of Rs 553.70 crore, flat year on year, and net profit fell 17.5% to Rs 51.27 crore.
Do gas terminal and logistics stocks pay dividends?
Ans. Petronet LNG and Gateway Distriparks pay dividends. The dividend yield is 3.46% for Petronet LNG and 6.46% for Gateway Distriparks, based on dividends declared for FY26.
How can I invest in gas terminal and logistics stocks in India?
Ans. You can buy gas terminal and logistics stocks through a demat and trading account on NSE or BSE after checking each company’s financials, margins and valuation. The Univest Screener lets you compare fundamentals before placing an order. Investments in securities are subject to market risk, so consider your risk profile first.
