| Revenue growth | 23% YoY |
|---|---|
| Margins | EBITDA margin improved to 5.8% from 4.7% YoY |
| Demand visibility | Strong momentum in Contract Logistics and E-comm |
| Management confidence | High |
Growth
Revenue grew 23% YoY to Rs. 2,003 Cr; Consolidated PAT turned positive at Rs. 25.4 Cr vs a loss of Rs. 10.8 Cr YoY.
Outlook
Focus on profitable growth in Express, scaling E-comm/Q-comm segments, and achieving Carbon Neutrality by 2040.
Risks
Express business is still in a turnaround phase; freight forwarding revenue declined significantly QoQ.
Last quarter's promises, checked
Delivered
- Reduce white space 95% by Sept '26 → On track (= BEAT)
- B2B Express gross margin positive → 6% or INR 9.2 Cr (= BEAT)
- Scale Mobility vertical → 38% YoY growth (= BEAT)
Partly delivered
- Express EBITDA breakeven FY27 → Loss reduced to INR 1.6 Cr (= PARTIAL)
Missed
- Freight Forwarding stability → Revenue down 39% YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: MAHLOG. Summary written with AI assistance from the document.
Mahindra Logistics Ltd: key numbers
- Share price
- ₹430.00
- Market cap
- ₹4,269 Cr
- Revenue (annual)
- ₹6,999 Cr
- Net profit (annual)
- ₹2.29 Cr
- P/E (TTM)
- 56.9×Sector 30.1×
- 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.
More from Mahindra Logistics Ltd
All →Mahindra Logistics Capital Structure Change
Nippon India Mutual Fund sold 13.76 lakh Mahindra Logistics shares, cutting its stake to 3.05%. The non-promoter disposal was made via open market.
Mahindra Logistics Investor Presentation: Key Takeaways
Mahindra Logistics reported strong Q2 FY27 performance with revenue up 24% YoY to ₹2,095 Cr and PAT increasing 3.5x to ₹26.2 Cr. Focus remains on profitable growth and operational discipline.
Mahindra Logistics Results Update
Mahindra Logistics reported Q2 FY27 consolidated revenue of ₹2,095 cr, up 24% YoY, with PAT at ₹26.2 cr. EBITDA rose 46% YoY to ₹124 cr, reflecting improving operating discipline.
Mahindra Logistics Q2 FY27 Results: Turns Profitable, Net Profit ₹28.9 Cr
Mahindra Logistics Ltd reported revenue from operations of ₹2,095 Cr (+24.3% YoY) and net profit of ₹28.9 Cr for Q2 FY27.
- Key figure
- Net profit ₹28.9 Cr
Mahindra Logistics Other Announcement
The company submitted its quarterly Shareholding Pattern report for the period ended September 30, 2026, in compliance with SEBI listing regulations.
Mahindra Logistics Board Meeting Date
Mahindra Logistics Limited has scheduled a board meeting for October 23, 2026. The board will consider and approve unaudited financial results for the quarter ended September 30, 2026.