| Revenue growth | 23% YoY consolidated growth. |
|---|---|
| Margins | Gross margin improved to 9.7%; targeting 150-200 bps medium-term expansion. |
| Order book | Significant new wins in manufacturing and e-commerce exceeding internal targets. |
| Demand visibility | Strong momentum in M&M auto, farm, and e-commerce segments. |
| Management confidence | High; transformation journey evolved into a growth journey. |
Growth
Revenue grew 23% YoY; Contract Logistics grew 26%; B2B Express grew 58%. Adjusted EBITDA rose 76% YoY to INR 57 Cr.
Outlook
Targeting 150-200 bps margin expansion medium-term; aim for EBITDA breakeven in B2B Express business this financial year.
Risks
Facing headwinds from manpower shortages, minimum wage revisions, and geopolitical crises impacting Freight Forwarding volumes.
Last quarter's promises, checked
Delivered
- Reduce white space by 3 lakh sq. ft. in Q4 → achieved 3 lakh sq. ft. (= BEAT)
- Achieve PAT profitability in FY26 → delivered INR 2.3 Cr PAT (= BEAT)
- Maintain positive gross margins in Express → delivered 1.3% FY26 GM (= BEAT)
Partly delivered
- Reduce white space by 95% by Sept '26 → 0.7M sq. ft. remaining (= PARTIAL)
Investor Presentation 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 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
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.