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Earnings Call Transcript

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.

Highlights
Revenue growthQ2 +24.3% YoY to ₹2,095.4 Cr; H1 +23.8%
MarginsReported EBITDA 5.9% vs 5.0%; adjusted EBITDA 2.9%
Demand visibilityStrong pipeline across segments; B2B Mobility acquisitions
Management confidenceCEO: 'strong quarter', 'structural and broad-based'

Growth

Revenue +24.3% YoY, EBITDA +45.7% to ₹124 Cr, PAT ₹26.2 Cr vs ₹-10.4 Cr; H1 revenue +23.8%.

Outlook

No explicit numeric guidance; Express turnaround, Contract Logistics scale-up, Net Zero by 2040; H1 investing outflow ₹114.9 Cr.

Risks

Last Mile Delivery revenue -22.6% and Freight Forwarding -43.9% YoY; adjusted EBITDA margin only 2.9%.

Source

Earnings Call Transcript filed with NSE, NSE: MAHLOG. Summary written with AI assistance from the document.

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Mahindra Logistics Ltd: key numbers

Share price
₹427.65
Market cap
₹4,246 Cr
Revenue (annual)
₹6,999 Cr
Net profit (annual)
₹2.29 Cr
P/E (TTM)
56.5×Sector 32.8×
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.

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