Mahindra Logistics Limited — Investor Meet, 21-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Mahindra Logistics reported Q1 FY26 consolidated revenue of ₹1,625 Cr (+14% YoY) and EBITDA of ₹76 Cr (+15% YoY). However, the company posted a net loss (PAT) of ₹11 Cr, primarily due to recent acquisitions, despite the core business being profitable. Express business crossed ₹100 Cr revenue. Contract Logistics revenue grew 18% YoY. Last Mile Delivery faced pricing pressure, leading to a 5% revenue decline and significant margin erosion. Management aims to drive integrated logistics growth, expand margins through productivity, and leverage technology.