Best Last-Mile Delivery Stocks in India
The Final Mile = First in Returns
– High-frequency deliveries via e-commerce & q-commerce
– Last-mile demand growing in Tier 2/3 cities
– More complex, more profitable with scale
Top Last-Mile Focused Stocks
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Delhivery
– Strong tech stack + last-mile reach
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Blue Dart Express
– Premium B2C & express logistics
Ecom Express (if listed)
– Focused on Tier 2/3 last-mile delivery
Why These Stocks Win
– Tech for real-time tracking and route optimization
– Lower cost-per-delivery through scale
– Contracts with top e-com & D2C brands
Risks in Last-Mile Logistics
– Fuel, labor costs hurt bottom line
– High return rates in e-commerce delivery
– Need for deep infra even in low-density zones
Investment Insights
– Focus on 2–3 year horizon
– Buy low, wait for re-rating