| Revenue growth | 23.3% YoY consolidated growth. |
|---|---|
| Margins | Express gross margin turnaround: +₹9.2 Cr vs -₹3.6 Cr YoY. |
| Demand visibility | Strong momentum in Contract Logistics with new customer wins. |
| Management confidence | High; MD cites transformation journey evolving into a growth journey. |
Growth
Revenue grew 23.3% YoY to ₹2,002.9 Cr; EBITDA rose 51.4% to ₹115.4 Cr.
Outlook
Targeting net zero by 2040; focus on volumetric segments in Express and deploying agentic-AI use cases.
Risks
Express business turnaround remains a priority despite early positive margin results; rebuilding momentum in Freight Forwarding.
Last quarter's promises, checked
Delivered
- Target return to PAT profitability → Delivered ₹25.4 Cr PAT (= BEAT)
- Reduce white space by 9 lakh sq. ft. in FY26 → Delivered 9 lakh sq. ft. reduction (= BEAT)
- Express EBITDA breakeven goal → Delivered ₹9.2 Cr gross margin turnaround (= BEAT)
Partly delivered
- Glide path to 95% white space reduction by Sept '26 → Current space at 19 Mn sq. ft. (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: MAHLOG. Summary written with AI assistance from the document.
Mahindra Logistics Ltd: key numbers
- Share price
- ₹410.50
- Market cap
- ₹4,075 Cr
- Revenue (annual)
- ₹6,999 Cr
- Net profit (annual)
- ₹2.29 Cr
- P/E (TTM)
- 105.9×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.