The document is an intimation and the accompanying earnings presentation for the Mahindra Logistics Limited Q2FY27 Earnings Conference Call, pertaining to the second quarter and half year ended 30 September 2026.
The presentation was enclosed with a regulatory filing letter dated 23 October 2026, submitted to BSE Limited and the National Stock Exchange of India Ltd. in compliance with SEBI Listing Regulations.
The earnings presentation provides a comprehensive business and financial update, including unaudited standalone and consolidated financial results subjected to Limited Review.
The presentation includes a detailed consolidated income statement, balance sheet, cash flow statement, and segment-wise performance breakdown for Q2 FY27 and H1 FY27, with YoY and QoQ comparisons.
Management commentary from Mr. Hemant Sikka, Managing Director and CEO, is included, highlighting a strong quarter with 24% YoY revenue growth and a 3.5x improvement in PAT to ₹26 crore.
The presentation details the performance of all business segments: Contract Logistics, Express, Last Mile Delivery, Freight Forwarding, and Mobility.
Key highlights include Express business achieving an EBITDA turnaround to +₹2.3 Cr from -₹9.1 Cr YoY and an improvement in ROCE to 12.9% in H1FY27 from 1.7% in H1FY26.
The document also covers the company's investment thesis, focus areas, and corporate social responsibility initiatives, including its 'Drive to Net Zero' program.
The presentation and intimation are available on the company's website at https://mahindralogistics.com/investor-interaction/.
Additional Notes Section
The document is an enclosure to a formal regulatory filing letter. The earnings presentation itself is attached.
The presentation contains extensive financial data for Q2 FY27 and H1 FY27, including revenue, EBITDA, PAT, and segment-wise breakdowns.
The compliance language in the safe harbor section states that the presentation is for information purposes and contains forward-looking statements subject to risks and uncertainties.
