ALFA Finder| 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
- ₹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.