3 Specialised Logistics and Marine Stocks With a Strong Future Roadmap: Aegis Logistics, Sanghvi Movers and Knowledge Marine & Engineering Works

Aegis Logistics Rs 1,395.90, P/E 33.21. Sanghvi Movers Rs 419.50, P/E 18.16. Knowledge Marine Rs 3,202.30, P/E 61.96. Closing prices of 6 Oct 2026.

Updated: 7 Oct 2026 • 11:31 am

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3 Specialised Logistics and Marine Stocks With a Strong Future Roadmap: Aegis Logistics, Sanghvi Movers and Knowledge Marine & Engineering Works

Quick Answer

Specialised logistics and marine stocks with the clearest long-term roadmaps today include Aegis Logistics in liquid and gas terminals and LPG sourcing and distribution, Sanghvi Movers in heavy-lift crane rental for wind, power and infrastructure projects and Knowledge Marine & Engineering Works in marine construction and vessel services. FY26 revenue growth was 24.2% at Aegis Logistics, 33.6% at Sanghvi Movers and 32.0% at Knowledge Marine. P/E stands at 33.21 for Aegis Logistics (industry 55.48), 18.16 for Sanghvi Movers (industry 36.27) and 61.96 for Knowledge Marine (industry 52.07). 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.

Specialised logistics and marine stocks give investors exposure to terminals, heavy-lift cranes and marine construction firms. Results depend on utilisation, project activity and operating margin, which is why asset use matters as much as headline growth.

This list covers three niche logistics and marine service stocks: Aegis Logistics for liquid and gas terminals and LPG sourcing and distribution, Sanghvi Movers for heavy-lift crane rental for wind, power and infrastructure projects and Knowledge Marine & Engineering Works for marine construction and vessel services. Every figure comes from the latest reported financials and the 6 October 2026 market close. Companies without complete current figures were left out.

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Table of Contents

What Are Specialised Logistics and Marine Stocks?

Specialised logistics and marine stocks are shares of companies that own storage terminals, rent heavy-lift cranes or build and service marine assets. Results depend on asset utilisation, project activity, contract terms and operating margin, so busy assets and long contracts separate the stronger names.

Specialised Logistics and Marine Stocks at a Glance

The table compares size, valuation, return on equity and debt for the three specialised logistics and marine stocks as of the 6 October 2026 close.

Company	CMP (Rs)	Market Cap (Rs Cr)	P/E	Industry P/E	ROE	Debt to Equity
Aegis Logistics	1,395.90	49,014	33.21	55.48	14.83%	0.69
Sanghvi Movers	419.50	3,620	18.16	36.27	14.06%	0.51
Knowledge Marine & Engineering Works	3,202.30	8,120	61.96	52.07	13.82%	0.39

Among niche logistics and marine service stocks, Aegis Logistics and Sanghvi Movers trade below the industry P/E, while Knowledge Marine trades at a premium to the industry multiple.

Why Do Specialised Logistics and Marine Stocks Have a Strong Roadmap in India?

Specialised logistics and marine stocks have a strong roadmap in India because energy imports and gas use are rising, wind and infrastructure projects need heavy equipment and ports are expanding. Three drivers stand out.

Energy and gas use: More LPG and liquid cargo needs terminals.
Wind and infrastructure projects: Large projects need heavy-lift cranes.
Port and offshore activity: Marine work grows with port and offshore spending.

Aegis Logistics: Liquid and Gas Terminals Anchor the Roadmap

Aegis Logistics' roadmap rests on liquid and gas terminals and LPG sourcing and distribution, with new terminal capacity and rising LPG use supporting volumes.

Revenue grew from Rs 4,669.72 crore in FY22 to Rs 8,659.79 crore in FY26, a 85.4% rise, and FY26 revenue was 24.2% higher than FY25. FY26 net profit rose 40.5% to Rs 1,106.63 crore. Over four years, net profit rose from Rs 384.94 crore in FY22 to Rs 1,106.63 crore. In Q1 FY27, revenue grew 38.2% to Rs 2,463.17 crore, and net profit rose 210.7% to Rs 544.84 crore. Operating margin was 21.34% in FY26 and 34.79% in Q1 FY27 against 17.59% a year earlier.

Debt to equity is 0.69 and return on equity is 14.83%. FY26 operating cash flow was Rs 2,027.69 crore against capital expenditure of Rs 820.89 crore. Aegis Logistics paid a dividend of Rs 8.7 per share for FY26, a yield of 0.62%. At a P/E of 33.21 against an industry P/E of 55.48, the stock trades below its industry multiple.

What to watch: FY26 net profit growth of 40.5% needs to continue through the next quarters to support a P/E of 33.21.

Sanghvi Movers: Heavy-Lift Crane Rental Drives the Pipeline

Sanghvi Movers' roadmap rests on heavy-lift crane rental for wind, power and infrastructure projects, with new cranes and high utilisation lifting revenue.

Revenue grew from Rs 372.25 crore in FY22 to Rs 1,099.63 crore in FY26, a 195.4% rise, and FY26 revenue was 33.6% higher than FY25. FY26 net profit rose 17.7% to Rs 184.29 crore. Over four years, net profit rose from Rs 29.40 crore in FY22 to Rs 184.29 crore. In Q1 FY27, revenue grew 40.0% to Rs 393.11 crore, and net profit rose 29.8% to Rs 65.25 crore. Operating margin was 39.34% in FY26 and 36.59% in Q1 FY27 against 39.12% a year earlier.

Debt to equity is 0.51 and return on equity is 14.06%. FY26 operating cash flow was Rs 278.01 crore against capital expenditure of Rs 407.51 crore. Sanghvi Movers paid a dividend of Rs 2 per share for FY26, a yield of 0.48%. At a P/E of 18.16 against an industry P/E of 36.27, the stock trades below its industry multiple.

What to watch: FY26 capex of Rs 407.51 Cr was above operating cash flow of Rs 278.01 Cr, and the Q1 FY27 operating margin of 36.59% was below the 39.12% of a year earlier.

Knowledge Marine & Engineering Works: Marine Construction and Vessel Services Build the Next Leg

Knowledge Marine's roadmap rests on marine construction and vessel services, with port and offshore work supporting its order flow.

Revenue grew from Rs 61.62 crore in FY22 to Rs 271.86 crore in FY26, a 341.2% rise, and FY26 revenue was 32.0% higher than FY25. FY26 net profit rose 59.5% to Rs 79.11 crore. Over four years, net profit rose from Rs 20.87 crore in FY22 to Rs 79.11 crore. In Q1 FY27, revenue grew 141.9% to Rs 118.62 crore, and net profit rose 466.3% to Rs 62.75 crore. Operating margin was 43.83% in FY26 and 66.39% in Q1 FY27 against 42.29% a year earlier.

Debt to equity is 0.39 and return on equity is 13.82%. FY26 operating cash flow was Rs 74.34 crore against capital expenditure of Rs 119.06 crore. At a P/E of 61.96 against an industry P/E of 52.07, the stock trades above its industry multiple.

What to watch: FY26 capex of Rs 119.06 Cr was above operating cash flow of Rs 74.34 Cr, and return on equity of 13.82% is modest. The P/E of 61.96 sits above the industry P/E of 52.07, so earnings delivery matters for the valuation.

Best Specialised Logistics and Marine Stocks in India: Aegis Logistics vs Sanghvi Movers vs Knowledge Marine on Key Financials

Among the best specialised logistics and marine stocks in India, Knowledge Marine leads on FY26 operating margin and Q1 FY27 revenue growth; Aegis Logistics leads on return on equity; Sanghvi Movers leads on the lowest P/E. The table puts the numbers side by side.

Metric	Aegis Logistics	Sanghvi Movers	Knowledge Marine
FY26 revenue (Rs Cr)	8,659.79	1,099.63	271.86
FY26 revenue growth	24.2%	33.6%	32.0%
Revenue growth FY22 to FY26	85.4%	195.4%	341.2%
FY26 net profit (Rs Cr)	1,106.63	184.29	79.11
FY26 net profit growth	40.5%	17.7%	59.5%
FY26 operating profit margin	21.34%	39.34%	43.83%
Q1 FY27 revenue growth (YoY)	38.2%	40.0%	141.9%
Q1 FY27 net profit growth (YoY)	210.7%	29.8%	466.3%
Return on equity	14.83%	14.06%	13.82%
P/E ratio	33.21	18.16	61.96
Debt to equity	0.69	0.51	0.39
Dividend yield	0.62%	0.48%	0.00%
FY26 operating cash flow (Rs Cr)	2,027.69	278.01	74.34

Logistics and marine earnings follow utilisation and project activity, so full-year numbers and quarterly trends together give a better view.

How to Evaluate Terminal, Crane Rental and Marine Stocks to Buy Before You Invest

A short checklist keeps the research consistent when you screen specialised logistics and marine stocks and shortlist terminal, crane rental and marine stocks to buy.

Compare each stock's P/E with its industry P/E, which differs by stock.
Track operating margin across several quarters, because input costs can move faster than prices.
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 specialised logistics and marine stocks

Risks to Consider Before Investing in Specialised Logistics and Marine Stocks

Valuation: Knowledge Marine trades at 61.96 times earnings against an industry multiple of 52.07.
Capex: Sanghvi Movers' FY26 capex was well above its operating cash flow.
Project timing: Knowledge Marine's quarterly results swing with project timing.
Utilisation: Idle cranes or terminals quickly lower returns.

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Final Take: Which Stock Has the Strongest Roadmap?

These three terminal, crane rental and marine stocks cover liquid and gas terminals, heavy-lift crane rental, and marine construction. Knowledge Marine leads on FY26 operating margin and Q1 FY27 revenue growth; Aegis Logistics leads on return on equity; Sanghvi Movers leads on the lowest P/E.

Across niche logistics and marine service 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 terminal, crane rental and marine 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 Specialised Logistics and Marine Stocks

Which are the best specialised logistics and marine stocks in India with a strong roadmap?

Ans. Aegis Logistics, Sanghvi Movers and Knowledge Marine & Engineering Works stand out for their roadmaps in terminals, crane rental and marine services. FY26 revenue growth was 24.2% at Aegis Logistics, 33.6% at Sanghvi Movers and 32.0% at Knowledge Marine, and return on equity ranges from 13.82% to 14.83%.

Is Aegis Logistics a good stock to buy now?

Ans. Aegis Logistics has a debt to equity ratio of 0.69, a return on equity of 14.83% and a P/E of 33.21 against an industry P/E of 55.48. Valuation, capex and project timing move results. This article is not investment advice, so consult a SEBI-registered advisor before deciding.

What is the P/E ratio of Aegis Logistics, Sanghvi Movers and Knowledge Marine?

Ans. The P/E ratio is 33.21 for Aegis Logistics (industry 55.48), 18.16 for Sanghvi Movers (industry 36.27) and 61.96 for Knowledge Marine (industry 52.07). Only Knowledge Marine trades at or above the industry multiple.

Which of these specialised logistics and marine stocks has the highest return on equity?

Ans. Aegis Logistics has the highest return on equity at 14.83%, followed by Sanghvi Movers at 14.06% and Knowledge Marine & Engineering Works at 13.82%.

What are the risks of investing in specialised logistics and marine stocks?

Ans. The main risks are a premium valuation at one firm, capex ahead of cash flow, project timing and asset utilisation. Knowledge Marine trades at 61.96 times earnings against an industry multiple of 52.07.

How did Aegis Logistics, Sanghvi Movers and Knowledge Marine perform in Q1 FY27?

Ans. Aegis Logistics reported revenue of Rs 2,463.17 crore, up 38.2% year on year, and net profit rose 210.7% to Rs 544.84 crore. Sanghvi Movers reported revenue of Rs 393.11 crore, up 40.0% year on year, and net profit rose 29.8% to Rs 65.25 crore. Knowledge Marine & Engineering Works reported revenue of Rs 118.62 crore, up 141.9% year on year, and net profit rose 466.3% to Rs 62.75 crore.

Do specialised logistics and marine stocks pay dividends?

Ans. Dividend payouts differ across the three companies. The dividend yield is 0.62% for Aegis Logistics, 0.48% for Sanghvi Movers and 0.00% for Knowledge Marine, based on dividends declared for FY26.

How can I invest in specialised logistics and marine stocks in India?

Ans. You can buy specialised logistics and marine 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.