ALFA Finder| 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
- ₹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.