| Revenue growth | 14% YoY Q4; 15% YoY FY26 |
|---|---|
| Margins | Consolidated gross margin expanded to 10.5% in Q4 from 9.5% YoY |
| Demand visibility | Positive momentum in e-commerce and automotive; headwinds in global trade |
| Management confidence | High; citing 'successful reset of operating engine' and structural improvements |
Growth
Q4 revenue grew 14% YoY to ₹1,791cr; FY26 revenue up 15% to ₹6,999cr. Express revenue surged 49% YoY.
Outlook
Targeting mid-to-high teen growth in Express; committed to reducing 'white space' by September 2026.
Risks
Geopolitical headwinds in Freight Forwarding (West Asia crisis) and potential diesel price inflation impacting broader economic demand.
Earnings Call filed with BSE, NSE: MAHLOG. Summary written with AI assistance from the document.
Mahindra Logistics Ltd: key numbers
- Share price
- ₹409.45
- Market cap
- ₹4,065 Cr
- Revenue (annual)
- ₹6,999 Cr
- Net profit (annual)
- ₹2.29 Cr
- P/E (TTM)
- 105.6×Sector 28.2×
- 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 Credit Rating
ICRA Limited has reaffirmed the credit ratings for Mahindra Logistics Limited's fund-based/non-fund-based facilities and commercial paper, totaling Rs. 450 Crore.
- Value
- ₹450.0 Cr
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 Employee Stock Options
Mahindra Logistics Limited allotted 54,919 equity shares under its 2018 ESOP Plan. The company received Rs. 0.05 Crore in share application money at Rs. 10 per share.
- Value
- ₹0.05 Cr
Mahindra Logistics Employee Stock Options
Mahindra Logistics Limited allotted 54,919 equity shares following the exercise of Restricted Stock Units (RSUs). This increases the company's total paid-up share capital to Rs. 99.28 Crore.
Mahindra Logistics Other Announcement
Mahindra Logistics received an independent ESG rating of 'CRISIL ESG 66' (category 'Strong') from CRISIL. The company did not engage CRISIL for this rating.