| Revenue growth | 23.3% YoY growth to ₹2,002.9 Cr. |
|---|---|
| Margins | Gross margin up 26.9% YoY; Express business turned margin positive. |
| Demand visibility | Strong momentum in Contract Logistics and e-commerce segments. |
| Management confidence | High; citing transformation journey evolving into a growth journey. |
Growth
Revenue grew 23.3% YoY; EBITDA increased 51.4% YoY to ₹115.4 Cr. PAT surged 335.1% YoY to ₹25.4 Cr.
Outlook
Focused on profitable growth, scaling e-commerce/quick commerce, and achieving Carbon Neutrality by 2040.
Risks
Challenges in rebuilding Freight Forwarding momentum; focus on shifting from low-margin volumes in Last Mile Delivery.
Last quarter's promises, checked
Delivered
- Reduce white space by 95% by Sept '26 → On track/Firmly on track (= BEAT)
- Express EBITDA breakeven target → Loss reduced from ₹11.8 Cr to ₹1.6 Cr (= BEAT)
- Express Gross Margin positive → Delivered 6% vs -3.8% YoY (= BEAT)
Partly delivered
- Contract Logistics margins → Revenue grew 26% but GM diluted by 46 bps (= PARTIAL)
Missed
- Freight Forwarding revenue stability → Revenue fell 39% to ₹45 Cr (= MISS)
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
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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 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
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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
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