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ICICI Securities Report
We analyse the annual reports of three logistics service providers – Mahindra Logistics Ltd., Blue Dart Express Ltd. and VRL Logistics Ltd.
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Mahindra Logistics remains an exciting story in search of execution, while Blue Dart is a story in need of business transformation. VRL Logistics appears as a tactical opportunity, as Covid-19 creates a crater out of its competition.
The cost increase and capex profile leaves more desired from Mahindra Logistics, Blue Dart and VRL Logistics.
Indian Accounting Standard (Ind-AS) 116 adoption is helping in operating leverage for all three. Yet, it appears TCI Express Ltd. scores higher on business sustainability, profitability, pricing power and business complexity. TCI Express continues to be our top pick in logistics service providers space.
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