MAHINDRA LOGISTIC LIMITED·INTEGRATED LOGISTICS 46.31EXPRESS SERVICES 47.43·Transport Services Companies

Price

388.95

+1.68%
O:382.1
H:395
L:382.1
C:388.95

52W Range

275.05450
+41%/-14%

Market Cap

₹3,859.26 Cr

Traded: ₹5.80 Cr (0.15%) 0.0x

Free Float: ₹839.00 Cr (0.69% of FF traded)

Volume · 60D trend

1.49 L 0.0x

Delivery: % 0.0x

View Delivery Data

Returns

1W:+0% 1M:+10% 3M:-3% 6M:-0% 12M:+7%

Valuation

P/E1691.1
P/B3.3
P/S0.6
EV/EBIT8.0

Business Strength

ROE-6.7%
ROCE5.6%
OPM5.4%
NPM0.2%

Growth (3Y CAGR)

EPS+106.4%
Sales+11.0%
Profit-54.0%
3Y Return+9.0%

Balance Sheet

Debt/Equity0.6
Debt650 Cr
Pledge0.0%
CWIP/Fixed Asset2.1%

Cash Position

CFO/NP--
FCF167 Cr
FCF 3Y Avg500 Cr
Cash/MCap3.0%

Others

Div Yield0.7%
Div Payout0.0%
Cash Conv. Cycle36 days
Tradeable Free Float21.7%

MTF Exposure Trend

60 sessions · funded amount, % of FF, daily delta

Current
₹ 18.52 Cr
2.21% FF
60d high
₹ 20.37 Cr
60d low
₹ 11.57 Cr
60d mean
₹ 16.91 Cr
vs mean
▲ 9.51%

Growth Trends

Metric10Y5Y3Y1YTTMTrend
ROE
+5.0%
-2.0%
-5.0%
--
--
Decelerating
Return
--
-1.0%
+9.0%
+55.0%
--
Accelerating
Sales
+13.0%
+16.0%
+11.0%
--
+15.0%
Stable
Profit
-23.0%
-40.0%
-54.0%
--
+107.0%
Stable

Quarterly Results

Mar 2026

23 Apr
Rev
1.8K Cr
+14% YoY-6% QoQ
OPM6.0%
NPM1.2%
PAT
--22 Cr
EPS
+399% YoY2.0

Dec 2025

27 Jan
Rev
1.9K Cr
+19% YoY+13% QoQ
OPM5.0%
NPM0.3%
PAT
+146% YoY6 Cr
EPS
+136% YoY0.3

Sep 2025

Rev
1.7K Cr
+11% YoY+4% QoQ
OPM5.0%
NPM-0.5%
PAT
+4% YoY-8 Cr
EPS
+4% YoY-1.0

Jun 2025

Rev
1.6K Cr
+14% YoY+4% QoQ
OPM5.0%
NPM-0.6%
PAT
-16% YoY-9 Cr
EPS
-16% YoY-1.1

Mar 2025

Rev
1.6K Cr
+8% YoY-2% QoQ
OPM5.0%
NPM-0.3%
PAT
+47% YoY-5 Cr
EPS
+48% YoY-0.7

Dec 2024

Rev
1.6K Cr
+14% YoY+5% QoQ
OPM5.0%
NPM-0.4%
PAT
+51% YoY-7 Cr
EPS
+48% YoY-0.9

Sep 2024

Rev
1.5K Cr
+11% YoY+7% QoQ
OPM4.0%
NPM-0.7%
PAT
+33% YoY-10 Cr
EPS
+33% YoY-1.1

Jun 2024

Rev
1.4K Cr
+10% YoY-2% QoQ
OPM5.0%
NPM-0.6%
PAT
-9% YoY-8 Cr
EPS
-9% YoY-0.9

Mar 2024

Rev
1.5K Cr
+14% YoY+4% QoQ
OPM4.0%
NPM-0.8%
PAT
-1467% YoY-12 Cr
EPS
-1525% YoY-1.3

Dec 2023

Rev
1.4K Cr
+5% YoY+2% QoQ
OPM4.0%
NPM-1.2%
PAT
-1431% YoY-17 Cr
EPS
-1357% YoY-1.8

Sep 2023

Rev
1.4K Cr
--+6% QoQ
OPM4.0%
NPM-1.2%
PAT
-231% YoY-16 Cr
EPS
---1.6

Jun 2023

Rev
1.3K Cr
--+2% QoQ
OPM5.0%
NPM-0.6%
PAT
-163% YoY-8 Cr
EPS
---0.9

Mar 2023

Rev
1.3K Cr
---4% QoQ
OPM5.0%
NPM-0.1%
PAT
-111% YoY-1 Cr
EPS
---0.1

Dec 2022

Rev
1.3K Cr
----
OPM4.7%
NPM0.1%
PAT
-21% YoY1 Cr
EPS
--0.1

Revenue & Margin Trends

Annual

Quarterly

Balance Sheet Health

Leverage

Debt / Equity0.55
Interest Coverage--x
Promoter Pledge0.0%
Borrowings650 Cr

Efficiency

Receivable Days36 days
Inventory Days days
Payable Days days
Cash Conversion cycle36 days

Cash Position

Operating Cash Flow--
Investing Cash Flow--
Financing Cash Flow--
Free Cash Flow167 Cr

Detailed Financials

Mar 2026
Dec 2025
Sep 2025
Jun 2025
Mar 2025
Dec 2024
Sep 2024
Jun 2024
Mar 2024
Dec 2023
Sep 2023
Jun 2023
Mar 2023
Dec 2022
Sales1,7911,8981,6851,6251,5701,5941,5211,4201,4511,3971,3651,2931,2731,330
Expenses1,6791,7951,6001,5481,4921,5211,4551,3541,3941,3451,3111,2271,2091,267
Operating Profit112103857678746666575254676463
OPM %6.0%5.0%5.0%5.0%5.0%5.0%4.0%5.0%4.0%4.0%4.0%5.0%5.0%4.7%
Other Income4-2352626367646
Interest1417222321221919171617181715
Depreciation7072726558595455515152545550
Profit Before Tax3212-5-61-1-5-2-9-10-81-54
Tax %30.0%52.0%55.0%63.0%671.0%531.0%93.0%214.0%29.0%71.0%89.0%1556.0%-104.0%53.0%
Net Profit226-8-9-5-7-10-8-12-17-16-8-11
Exceptional Items---7000000040000
EPS (Rs)2.00.3-1.0-1.1-0.7-0.9-1.1-0.9-1.3-1.8-1.6-0.9-0.10.1
Sales Growth (YoY)14.1%19.1%10.8%14.4%8.2%14.1%11.4%9.8%14.0%5.1%--------
Sales Growth (QoQ)-5.6%12.6%3.7%3.5%-1.5%4.8%7.1%-2.1%3.9%2.3%5.6%1.6%-4.3%--
OP Growth (YoY)43.6%39.2%28.8%15.2%36.8%42.3%22.2%-1.5%-10.9%-17.1%--------
OP Growth (QoQ)8.7%21.2%11.8%-2.6%5.4%12.1%0.0%15.8%9.6%-3.7%-19.4%4.7%2.0%--
Profit Growth (YoY)--146.0%4.0%-16.0%47.0%51.0%33.0%-9.0%-1467.0%-1431.0%-231.0%-163.0%-111.0%-21.0%
EPS Growth (YoY)398.5%136.3%3.7%-16.0%47.7%48.3%32.9%-9.3%-1525.0%-1357.1%--------
EPS Growth (QoQ)515.1%131.7%4.6%-60.3%25.3%15.7%-14.9%27.7%26.1%-9.3%-87.2%-975.0%-157.1%--
OP Margin6.3%5.4%5.0%4.7%5.0%4.6%4.3%4.7%3.9%3.7%4.0%5.2%5.0%4.7%
Net Margin1.2%0.3%-0.5%-0.6%-0.3%-0.4%-0.7%-0.6%-0.8%-1.2%-1.2%-0.6%-0.1%0.1%
Material Cost %--0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.1%0.0%
Employee Cost %--5.8%6.3%6.4%6.1%6.3%6.9%7.2%6.5%7.7%7.6%7.7%7.7%7.1%
P/S0.550.64------------------------
P/E1691.09--------------------------
P/B3.283.77------------------------

Shareholding Pattern

Shareholders:76.0K (+14.5%)
Current MixMar 2026

Exchange Filings

50
Company Update07 Jul 2026

Please find attached herewith the Certificate received from RTA for the quarter ended 30 June 2026

Company Update30 Jun 2026

Cessation of Internal Auditor upon conclusion of his term as Group Chief Internal Auditor of Mahindra and Mahindra, Holding Company. Detailed disclosure is attached

Insider Trading / SAST26 Jun 2026

In terms of Company''s Code of Conduct for Prevention of Insider Trading in Securities of Mahindra Logistics Limited, the Trading Window of the Company will remain closed from Wednesday ....

Board Meeting26 Jun 2026

Mahindra Logistics Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 20/07/2026 ,inter alia, to consider and approve the Unaudited Standalone ....

Company Update24 Jun 2026

Copy of newspaper publication is attached.

Company Update23 Jun 2026

Letters to Members - Detailed Communication providing exact weblink of the Integrated Annual Report for the financial year 2025-26 is enclosed.

Others23 Jun 2026

In compliance with Regulation 34(2)(f) of the SEBI Listing Regulations, please find enclosed Business Responsibility and Sustainability Report for the financial year ended 31 March 2026

AGM/EGM23 Jun 2026

Detailed disclosure is attached.

Others23 Jun 2026

In compliance with Regulations 30 and 34 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed Integrated ....

Company Update17 Jun 2026

Detailed intimation and copy of newspaper publication published today i.e. Wednesday 17 June 2026 is attached.

Company Update09 Jun 2026

Outcome of meeting with Analyst/Institutional Investors/Funds. Detailed intimation is enclosed.

Company Update02 Jun 2026

Detailed intimation in this regard is attached.

Company Update29 May 2026

Detailed intimation regarding newspaper advertisement for transfer of Ordinary (equity) shares to IEPF is attached

Company Update19 May 2026

Detailed intimation on resignation of Mr. Ankur Bansal as Senior Management Personnel of the Company is attached

Company Update15 May 2026

Annual Secretarial Compliance Report for the Financial Year 2025-26

Company Update30 Apr 2026

In compliance with Regulation 30(6) read with Schedule III of SEBI Listing Regulations. Please find enclosed Transcript of Earnings conference call of the company for the fourth quarter ....

Company Update24 Apr 2026

Copy of the newspaper publication for financial results. Detailed disclosure is attached.

Company Update24 Apr 2026

Outcome and audio recording of earning calls. Detailed disclosure is enclosed

Board Meeting23 Apr 2026

Detailed disclosure is enclosed.

Company Update23 Apr 2026

Detailed disclosure is enclosed.

Result23 Apr 2026

Detailed disclosure is enclosed

AGM/EGM23 Apr 2026

Detailed disclosure is attached

Corp. Action23 Apr 2026

Detailed disclosure is enclosed.

Corp. Action23 Apr 2026

Detailed disclosure is enclosed.

Company Update23 Apr 2026

Detailed disclosure is enclosed

Company Update23 Apr 2026

Detailed disclosure is enclosed.

Company Update23 Apr 2026

Detailed disclosure is enclosed.

Company Update14 Apr 2026

In compliance with Regulation 30(6) read with Schedule III and other applicable provisions of the SEBI Listing Regulations, we hereby inform you that an earnings conference call is scheduled ....

Company Update06 Apr 2026

Please find attached herewith the Certificate received from RTA for the quarter ended 31 March 2026.

Board Meeting27 Mar 2026

Mahindra Logistics Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 23/04/2026 ,inter alia, to consider and approve 1. the Annual Audited Standalone ....

Insider Trading / SAST27 Mar 2026

In terms of the Company''s Code of Conduct for Prevention of Insider Trading in Securities of Mahindra Logistics Limited, the Trading Window of the Company will remain closed from Wednesday, ....

Company Update16 Mar 2026

Detailed intimation in this regard is attached.

Company Update12 Mar 2026

Detailed disclosure in this regard is attached.

Company Update12 Mar 2026

Detailed intimation in this regard is attached.

Company Update09 Mar 2026

Detailed intimation for the appointment of Mr. Yash Jalta as Head Fleet Services Business and a SMP of the Company w.e.f 10 March 2026 is attached.

Company Update07 Mar 2026

Detailed intimation of GST penalty is attached.

Company Update09 Feb 2026

In compliance with Regulation 30(6) read with Schedule III and other applicable provisions of the SEBI Listing Regulations, we hereby inform you that the Company has today viz. Monday, ....

Company Update04 Feb 2026

Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Intimation of schedule of Analysts/Institutional Investors/Funds ....

Company Update02 Feb 2026

Transcript of Earnings Conference Call - Regulations 30 & 46 of Securities and Exchange Board of India (Listing obligations and disclosure requirements) Regulations, 2015.

Company Update28 Jan 2026

Outcome and audio recording of interaction with Analysts/Institutional Investors/Funds - Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure ....

Company Update28 Jan 2026

Copy of newspaper publication for financial results. Detailed disclosure is enclosed.

Company Update28 Jan 2026

Detailed intimation w.r.t the ESG rating received from ESG Risk Assessments & Insights Limited is attached herein.

Board Meeting27 Jan 2026

Outcome of the Board Meeting held on 27 January 2026 - The Board of Directors at its meeting held today approved the Unaudited Consolidated and Standalone Financial Results of the Company ....

Company Update27 Jan 2026

Monitoring Agency Report for the quarter ended 31 December 2025

Result27 Jan 2026

Detailed disclosure is attached

Company Update27 Jan 2026

Presentation for the Earnings Conference call scheduled on 28 January 2026 for the third quarter and nine months ended 31 December 2025. Detailed disclosure is attached.

Company Update27 Jan 2026

Press Release on Unaudited Financial Results for the third quarter and nine months ended 31 December 2025. Detailed disclosure is attached.

Company Update16 Jan 2026

In compliance with Regulation 30(6) read with Schedule III and other applicable provisions of the SEBI Listing Regulations, we hereby inform you that an earnings conference call is scheduled ....

Company Update07 Jan 2026

Detailed intimation for allotment of 41,712 equity shares is attached.

Company Update06 Jan 2026

Please find attached herewith the certificate received from RTA for the quarter ended 31 December 2025.

Annual Reports

9

2025

2024

2023

2022

2021

2020

2019

2018

2010

Credit Ratings

6
icraRating update
29 Aug 2025Report
icraRating update
30 Aug 2024Report
icraRating update
28 Sept 2023Report
icraRating update
06 Oct 2022Report
icraRating update
14 Jul 2022Report
icraRating update
30 Jun 2021Report

Concalls

38

Apr 2026

30 Apr 2026

Feb 2026

28 Feb 2026

Nov 2025

30 Nov 2025

Jul 2025

31 Jul 2025

Apr 2025

30 Apr 2025

Feb 2025

28 Feb 2025

Oct 2024

31 Oct 2024

Jul 2024

31 Jul 2024

Apr 2024

30 Apr 2024

Feb 2024

29 Feb 2024

Oct 2023

31 Oct 2023

Jul 2023

31 Jul 2023

May 2023

31 May 2023

Apr 2023

30 Apr 2023

Feb 2023

28 Feb 2023

Nov 2022

30 Nov 2022

Aug 2022

31 Aug 2022

May 2022

31 May 2022

Jan 2022

31 Jan 2022

Oct 2021

31 Oct 2021

Jul 2021

31 Jul 2021

Apr 2021

30 Apr 2021

Jan 2021

31 Jan 2021

Jan 2021

31 Jan 2021

Nov 2020

30 Nov 2020

Jul 2020

31 Jul 2020

May 2020

31 May 2020

Feb 2020

29 Feb 2020

Nov 2019

30 Nov 2019

Nov 2019

30 Nov 2019

Aug 2019

31 Aug 2019

May 2019

31 May 2019

Jan 2019

31 Jan 2019

Nov 2018

30 Nov 2018

Aug 2018

31 Aug 2018

May 2018

31 May 2018

Jan 2018

31 Jan 2018

Dec 2017

31 Dec 2017