ALFA Finder| Revenue growth | 15% YoY growth for FY26. |
|---|---|
| Margins | GM expanded to 10.5% in Q4FY26; Express GM improving. |
| Order book | Multiple new wins across contract logistics segments. |
| Demand visibility | Strong growth in e-commerce and quick commerce segments. |
| Management confidence | High; citing sustained momentum in transformation journey. |
Growth
FY26 revenue grew 15% YoY to ₹6,999 Cr; EBITDA rose 33% to ₹376.5 Cr.
Outlook
Targeting #1 logistics provider in India; focus on volumetric segments, agentic-AI, and carbon neutrality by 2040.
Risks
Express business is currently undergoing restructuring; focus remains on volatile customer-level economics.
Last quarter's promises, checked
Delivered
- Guided return to PAT profitability → delivered ₹20.2 Cr Q4 PAT (= BEAT)
- Guided 95% white space reduction → delivered 9 lakh sq. ft. reduction in FY26 (= BEAT)
- Guided Express GM improvement → delivered sequential rise to 1.3% FY26 (= BEAT)
Partly delivered
- Guided Express EBITDA breakeven → delivered ₹31 Cr loss (= PARTIAL)
Earnings Call filed with NSE, NSE: MAHLOG. Summary written with AI assistance from the document.
Mahindra Logistics Ltd: key numbers
- Share price
- ₹429.95
- Market cap
- ₹4,268 Cr
- Revenue (annual)
- ₹6,999 Cr
- Net profit (annual)
- ₹2.29 Cr
- P/E (TTM)
- 56.9×Sector 32.3×
- Promoter holding
- 59.54%-0.04% QoQ
- FII holding
- 5.33%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 Capital Structure Change
Nippon India Mutual Fund sold 13.76 lakh Mahindra Logistics shares, cutting its stake to 3.05%. The non-promoter disposal was made via open market.
Mahindra Logistics Investor Presentation: Key Takeaways
Mahindra Logistics reported strong Q2 FY27 performance with revenue up 24% YoY to ₹2,095 Cr and PAT increasing 3.5x to ₹26.2 Cr. Focus remains on profitable growth and operational discipline.
Mahindra Logistics Results Update
Mahindra Logistics reported Q2 FY27 consolidated revenue of ₹2,095 cr, up 24% YoY, with PAT at ₹26.2 cr. EBITDA rose 46% YoY to ₹124 cr, reflecting improving operating discipline.
Mahindra Logistics Q2 FY27 Results: Turns Profitable, Net Profit ₹28.9 Cr
Mahindra Logistics Ltd reported revenue from operations of ₹2,095 Cr (+24.3% YoY) and net profit of ₹28.9 Cr for Q2 FY27.
- Key figure
- Net profit ₹28.9 Cr
Mahindra Logistics Other Announcement
The company submitted its quarterly Shareholding Pattern report for the period ended September 30, 2026, in compliance with SEBI listing regulations.
Mahindra Logistics Earnings Call Transcript: Key Takeaways
Mahindra Logistics reported strong Q1 FY27 results with 23% YoY revenue growth to Rs. 2,003 Cr and a significant turnaround in its Express business.