| Revenue growth | 15% YoY growth for FY26. |
|---|---|
| Margins | GM expanded to 10.5% in Q4FY26; Express GM improving. |
| Order book | Multiple new wins across contract logistics segments. |
| Demand visibility | Strong growth in e-commerce and quick commerce segments. |
| Management confidence | High; citing sustained momentum in transformation journey. |
Growth
FY26 revenue grew 15% YoY to ₹6,999 Cr; EBITDA rose 33% to ₹376.5 Cr.
Outlook
Targeting #1 logistics provider in India; focus on volumetric segments, agentic-AI, and carbon neutrality by 2040.
Risks
Express business is currently undergoing restructuring; focus remains on volatile customer-level economics.
Last quarter's promises, checked
Delivered
- Guided return to PAT profitability → delivered ₹20.2 Cr Q4 PAT (= BEAT)
- Guided 95% white space reduction → delivered 9 lakh sq. ft. reduction in FY26 (= BEAT)
- Guided Express GM improvement → delivered sequential rise to 1.3% FY26 (= BEAT)
Partly delivered
- Guided Express EBITDA breakeven → delivered ₹31 Cr loss (= PARTIAL)
Earnings Call filed with NSE, 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.