Quick analysis in Logistics Sector (9 Stock Quick Short listing For Study)
About Logistics Sector in Short, ''In this Sector Input Cost is High '' because to make Warehouses & Buying or leasing Vehicles & manpower , these things required a large sum of money. Therefore " High Debt " in company's of this sector. And must check for Top line Growth of company & must consider Valuation of company before making investment decision. 1.Blue Dart Chart analysis : after COVID slow growth / slow mover but given 3X returns Sales : from 2015 to 2022 approx 2X (not so good) Net profit not so good Borrowings are high Valuation : expensive 2. Delhivery Pubic holds 85% (Risky !!!!!!!!) Avoid #1 sales ( very good growth) Margins ( negative ) (huge cost in fuel consumption Big operating expense that affects margins of this sector) Net profit : loss 3.Gati logistics PE high ( valuation ) Sales stagnant // no growth in sales Top line is important. Avoid but if they can improve sales c...