| Revenue growth | 23.3% YoY consolidated growth. |
|---|---|
| Margins | Express gross margin turnaround: +₹9.2 Cr vs -₹3.6 Cr YoY. |
| Demand visibility | Strong momentum in Contract Logistics with new customer wins. |
| Management confidence | High; MD cites transformation journey evolving into a growth journey. |
Growth
Revenue grew 23.3% YoY to ₹2,002.9 Cr; EBITDA rose 51.4% to ₹115.4 Cr.
Outlook
Targeting net zero by 2040; focus on volumetric segments in Express and deploying agentic-AI use cases.
Risks
Express business turnaround remains a priority despite early positive margin results; rebuilding momentum in Freight Forwarding.
Last quarter's promises, checked
Delivered
- Target return to PAT profitability → Delivered ₹25.4 Cr PAT (= BEAT)
- Reduce white space by 9 lakh sq. ft. in FY26 → Delivered 9 lakh sq. ft. reduction (= BEAT)
- Express EBITDA breakeven goal → Delivered ₹9.2 Cr gross margin turnaround (= BEAT)
Partly delivered
- Glide path to 95% white space reduction by Sept '26 → Current space at 19 Mn sq. ft. (= PARTIAL)
Earnings Call Transcript 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: 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
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.