| 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
- ₹420.25
- Market cap
- ₹4,172 Cr
- Revenue (annual)
- ₹6,999 Cr
- Net profit (annual)
- ₹2.29 Cr
- P/E (TTM)
- 108.4×Sector 29.0×
- 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 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 Investor Presentation: Key Takeaways
Mahindra Logistics reported strong Q1 FY27 results with consolidated revenue growing 23% YoY to INR 2,003 Cr. The company achieved a PAT of INR 25.4 Cr, a significant turnaround from a loss in Q1 FY26.
Mahindra Logistics Earnings Call Transcript: Key Takeaways
MLL reported Q1FY27 consolidated revenue of ₹2,002.9 Cr (up 23% YoY) and PAT of ₹25.4 Cr, marking a significant turnaround from a loss in Q1FY26.
Mahindra Logistics Earnings Call: Key Takeaways
Mahindra Logistics reported strong Q1 FY27 results with 23% YoY consolidated revenue growth to ₹2,003 Cr. Strategy focuses on Express business turnaround and margin expansion through operational excellence.
Mahindra Logistics Q1 FY27 Results: Turns Profitable, Net Profit ₹27.8 Cr
Mahindra Logistics Ltd reported revenue from operations of ₹2,003 Cr (+23.3% YoY) and net profit of ₹27.8 Cr for Q1 FY27.
- Key figure
- Net profit ₹27.8 Cr