| Revenue growth | 23.3% YoY consolidated revenue growth. |
|---|---|
| Margins | Consolidated EBITDA margin improved to 5.8% from 4.7% YoY. |
| Demand visibility | Strong momentum in Contract Logistics and E-commerce/Quick commerce segments. |
| Management confidence | High; citing momentum in transformation and growth journey. |
Growth
Consolidated Revenue grew 23.3% YoY to ₹2,002.9 Cr; PAT surged 335% YoY to ₹25.4 Cr.
Outlook
Targets carbon neutrality by 2040. Focus on scaling E-comm/Q-comm and turning Express business profitable with rapid scale-up.
Risks
Last Mile and Freight Forwarding segments face revenue pressure; Freight Forwarding GM fell 33.8% YoY.
Last quarter's promises, checked
Delivered
- Guided Express EBITDA breakeven goal → delivered positive EBITDA of ₹2.2 Cr in Q4 (= BEAT)
- Guided white space reduction → delivered 9 lakh sq. ft. reduction in FY26 (= BEAT)
- Guided return to PAT profitability → delivered ₹20.2 Cr PAT in Q4 FY26 (= BEAT)
Partly delivered
- Guided 95% white space reduction by Sept 2026 → delivered 0.7M sq. ft. remaining (= PARTIAL)
Missed
- Guided Last Mile revenue growth → delivered 18% YoY revenue decline in Q4 (= MISS)
Earnings Call filed with BSE, 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 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
Mahindra Logistics Earnings Call: Key Takeaways
Mahindra Logistics Q4FY26 shows a return to profitability with revenue at ₹1,791 Cr, driven by contract logistics and an Express business turnaround under new leadership.