Mahindra Logistics Limited — PPTs, 20-07-2026: Investor Presentation

Mahindra Logistics (MLL) kicked off FY27 with a strong Q1, seeing consolidated revenue jump 23.3% YoY to ₹2,002.9 Cr. Profit after tax (PAT) made a significant turnaround, hitting ₹25.4 Cr compared to a loss of ₹10.8 Cr in the prior year, with Basic EPS climbing to ₹2.6. EBITDA also surged 51.4% YoY to ₹115.4 Cr. Contract Logistics remains a core strength, growing 26% YoY.

A major strategic success is the Express business turnaround, with revenue up 58% YoY and gross margin flipping positive to ₹9.2 Cr from a previous loss. MLL is focused on profitable growth, scaling Contract Logistics, and leveraging technology for differentiation. New customer wins were seen in Contract Logistics and Express, while the Mobility segment grew 38% YoY, boosted by new B2B clients and a new airport taxi service at Noida.

Management emphasized disciplined execution and operational excellence. They are targeting "profitable growth, intelligent scale, superior customer experience," aspiring to become India's #1 logistics services provider through tech-led solutions.