ALFA Finder| 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
- ₹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.