Best Logistics & Supply Chain Stocks in India
ndia’s Logistics Stocks Surge
– PM Gati Shakti and National Logistics Policy boosting sector growth
E-commerce and D2C demand driving logistics volumes
Top Logistics Stocks to Watch
–
Container Corporation of India (CONCOR)
– Rail freight & terminals leader
–
Blue Dart Express
– Premium express logistics & last-mile delivery
Delhivery
– Tech-first logistics serving e-commerce & B2B
Why These Stocks Stand Out
– Nationwide networks with infrastructure scale
Strong adoption of automation, EVs, and supply chain tech
Potential Risks to Consider
– High exposure to fuel price volatility
– Slower global trade or domestic consumption cycles
– Competitive pricing pressure in commoditized segments
Investment Insights
– Focus on 2–3 year horizon
– Buy low, wait for re-rating