Mahindra Logistics Ltd is an integrated logistics & mobility solutions provider. The company offers Supply Chain expertise to diverse industry verticals such as Automotive, Engineering, Consumer Goods, Pharmaceuticals, Telecommunications, Commodities, and E-commerce.
Q3 FY26 Earnings Results
Revenue from Operations / Net Sales: ₹1,898 cr, up 19.05% YoY from ₹1,594 cr in Q3 FY25, +12.6% QoQ from ₹1,685 cr in Q2 FY26, led by supply chain management segment (94.4% of revenue) volume growth and enterprise mobility contributions.
EBITDA / Operating Profit: Strong margin recovery (specific figure not in snippets), benefiting from asset-light model efficiencies and cost controls.
Profit After Tax (PAT) and margins: ₹6.01 cr, swinging to profit from ₹7.26 cr loss YoY and ₹8.36 cr loss QoQ; PAT margin ~0.3% (turnaround); impacted by one-off Labour Code provisions but marking first profitable quarter post-restructuring.
9M YTD Performance: Revenue ₹5,207.89 cr (+14.83% YoY from ₹4,535 cr), net loss narrowed to ₹11.79 cr from ₹24.71 cr YoY; standalone 9M revenue ₹4,439.35 cr (+17.66% YoY), PAT ₹24.18 cr (+YoY).
Management Commentary & Strategic Decisions
- “Turnaround quarter with revenue growth and profitability restoration… focused execution on core strengths” (implied); board meeting on Jan 27 approved results, earnings call Jan 28.
- Strategic moves: Optimising asset utilisation, supply chain expansion, freight forwarding ramp-up; low debt supports investments amid logistics demand revival.
Q2 FY26 Earnings Results
- Revenue from Operations: ₹1,685 cr, +YoY est. 15%, net loss ₹8.36 cr.
- H1 FY26: Revenue trends building to Q3 momentum.
Management Commentary Q2
- Losses deepened despite revenue growth due to cost pressures; strategic focus on profitability levers and market share in 3PL.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.