| Revenue growth | 15% YoY for FY26; 14% YoY for Q4FY26. |
|---|---|
| Margins | GM expanded to 10.0% in FY26; Express GM hit inflection at 2.3%. |
| Demand visibility | Strong presence in growing e-commerce and quick commerce sectors. |
| Management confidence | High: transformation journey embedded; Express turnaround gaining traction. |
Growth
FY26 Revenue grew 15% to ₹6,999.3 Cr; PAT turned positive at ₹8.2 Cr vs ₹35.8 Cr loss YoY.
Outlook
Goal to be India's #1 logistics provider; focus on volumetric segments, automation, and AI deployment.
Risks
Express segment still reporting EBITDA losses; impact of new labor codes (₹5.9 Cr statutory impact).
Earnings Call filed with NSE, NSE: MAHLOG. Summary written with AI assistance from the document.
Mahindra Logistics Ltd: key numbers
- Share price
- ₹421.80
- Market cap
- ₹4,188 Cr
- Revenue (annual)
- ₹6,999 Cr
- Net profit (annual)
- ₹2.29 Cr
- P/E (TTM)
- 108.8×Sector 31.4×
- Promoter holding
- 59.58%+0.00% QoQ
- FII holding
- 4.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Mahindra Logistics Ltd
All →Mahindra Logistics Other Announcement
Mahindra Logistics Limited reported an ESG rating of '73' assigned by NSE Sustainability Ratings & Analytics Ltd, classifying the company as a 'Leader'.
Mahindra Logistics Credit Rating
ICRA Limited has reaffirmed the credit ratings for Mahindra Logistics Limited's fund-based/non-fund-based facilities and commercial paper, totaling Rs. 450 Crore.
- Value
- ₹450.0 Cr
Mahindra Logistics Earnings Call Transcript: Key Takeaways
Mahindra Logistics reported Q1 FY27 revenue of ₹2,002.9 Cr (up 23% YoY) and PAT of ₹25.4 Cr, highlighting a turnaround in the Express business and strong Contract Logistics growth.
Mahindra Logistics Employee Stock Options
Mahindra Logistics Limited allotted 54,919 equity shares under its 2018 ESOP Plan. The company received Rs. 0.05 Crore in share application money at Rs. 10 per share.
- Value
- ₹0.05 Cr
Mahindra Logistics Employee Stock Options
Mahindra Logistics Limited allotted 54,919 equity shares following the exercise of Restricted Stock Units (RSUs). This increases the company's total paid-up share capital to Rs. 99.28 Crore.
Mahindra Logistics Other Announcement
Mahindra Logistics received an independent ESG rating of 'CRISIL ESG 66' (category 'Strong') from CRISIL. The company did not engage CRISIL for this rating.