ALFA Finder| 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
- ₹429.75
- Market cap
- ₹4,266 Cr
- Revenue (annual)
- ₹6,999 Cr
- Net profit (annual)
- ₹2.29 Cr
- P/E (TTM)
- 56.8×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 Management Change
Mahindra Logistics' MD & CEO Hemant Sikka resigns effective 15 December 2026. Mohammed Turra is appointed Additional Director and MD & CEO designate, subject to member approval.
Mahindra Logistics Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue ₹2,095.4 Cr (+24.3% YoY), PAT ₹26.2 Cr vs prior loss, EBITDA margin 5.9%. Management frames the shift from turnaround to acceleration, focused on profitable growth.
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