Mahindra Logistics' Q2 FY 2025-26 Quarterly Results

Result Summary

• Mahindra Logistics Ltd reported a 3.6% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 10.9%.
• Its expenses for the quarter were up by 3.6% QoQ and 10.9% YoY.
• The net profit decreased 11.4% QoQ and decreased 13.0% YoY.
• The earnings per share (EPS) of Mahindra Logistics Ltd declined at 1.2 during Q2 FY 2025-26.

Financial Statments for Q2 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Mahindra Logistics Ltd is a prominent player in the logistics industry, primarily providing integrated third-party supply chain and people transport solutions. The company operates within a sector characterized by complex supply chain demands and a need for efficiency and reliability. Mahindra Logistics serves a diverse range of industries, including automotive, engineering, consumer goods, and pharmaceuticals, offering services such as warehousing, transportation, and distribution. While recent major developments specific to the company are not available, the logistics sector has been witnessing advancements in technology adoption, such as automation and digitalization, which are likely influencing operational strategies and efficiencies.

Revenue

In the second quarter of the fiscal year 2026 (Q2FY26), Mahindra Logistics Ltd reported a total income of ₹1688.21 crores. This represents a 3.6% increase from the previous quarter (Q1FY26), where the total income was ₹1629.66 crores. On a year-over-year basis, the company's revenue grew by 10.9%, up from ₹1522.83 crores in Q2FY25. The consistent growth in total income both quarterly and annually suggests a positive trajectory in revenue generation. This performance could be attributed to the company's ability to effectively capture market demand and possibly expand its service offerings or client base.

Profitability

For Q2FY26, Mahindra Logistics Ltd recorded a profit before tax (PBT) of -₹5.37 crores, which shows a slight improvement from -₹5.78 crores in Q1FY26, marking a 7.1% quarter-over-quarter improvement. Year-over-year, the PBT also improved by 8.0% from -₹4.97 crores in Q2FY25. The tax expense for the quarter was ₹2.95 crores, showing a reduction from both the previous quarter and the same quarter last year, with a decrease of 18.5% QoQ and 36.4% YoY. The profit after tax (PAT) for Q2FY26 stood at -₹8.36 crores, improving by 11.4% from -₹9.44 crores in Q1FY26 and by 13.0% from -₹9.61 crores in Q2FY25. Earnings per share (EPS) were -₹1.20, reflecting a 20.0% improvement from the previous quarter.

Operating Metrics

During Q2FY26, Mahindra Logistics Ltd achieved several notable financial metrics. Total expenses for this quarter were ₹1693.58 crores, reflecting a 3.6% rise from ₹1635.44 crores in Q1FY26, and a 10.9% increase from ₹1527.80 crores in Q2FY25. The company's ability to manage expenses in line with revenue growth is reflected in these figures. Despite the increase in expenses, the negative profit margins have slightly improved over the periods analyzed. The EPS, although negative, showed a betterment over the previous quarter and year. Key financial ratios such as the P/E ratio, debt-to-equity ratio, and current ratio are not provided in the data, thus preventing a more detailed analysis of the company's financial health.