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Earnings Call

Mahindra Logistics Earnings Call: Key Takeaways

Mahindra Logistics reported FY26 revenue of ₹6,999.3 Cr, up 15% YoY, with a return to full-year PAT of ₹2.3 Cr. Strategy focuses on Express business turnaround and M&M ecosystem growth.

Why this was an Alfa AlertNot a filter event. Results show steady growth but no 10%+ beat over explicit prior management guidance.
Highlights
Revenue growth15% YoY for FY26.
MarginsConsolidated GM% improved to 10.0% in FY26 vs 9.4% in FY25.
Demand visibilityStrong growth in e-commerce and quick commerce segments.
Management confidenceHigh; cited sustained momentum in transformation journey.

Growth

FY26 Revenue grew 15% to ₹6,999 Cr; EBITDA grew 33% to ₹376.5 Cr. Q4FY26 revenue was ₹1,791.4 Cr.

Outlook

Targeting #1 logistics provider in India. Focus on 27% CAGR for M&M business and turning Express profitable.

Risks

Express segment historically loss-making; impact of new labor codes (₹7.4 Cr extraordinary item).

Source

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

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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.

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22:26 IST NSE
Other Announcement

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'.

16:36 IST NSE
Credit Rating

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
15:24 IST NSE
Employee Stock Options

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
15:05 IST NSE
Employee Stock Options

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.

18:48 IST BSE
Other Announcement

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.