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Created: 2025-07-25 13:27:51 UTC
Mahindra Logistics Ltd. (MLL) announced its Q1 FY26 earnings. Revenue increased by XX% YoY to ₹1,625 Cr. Warehousing segment showed strong growth, up XX% YoY. The company is focused on strategic priorities like reducing warehousing white space and improving B2B Express yields. 💰 MLL plans a rights issue to raise approximately ₹750 Cr.
𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ▪ Revenue for Q1 FY26: ₹1,625 Cr, up XX% YoY. 📈 ▪ Warehousing revenue: ₹306 Cr, up XX% YoY. ▪ EBITDA: ₹76.3 Cr, up from ₹66.3 Cr in Q1 FY25. ▪ Loss for Q1 FY26: ₹10.8 Cr. 📉 ▪ Rights issue: ₹750 Cr to enhance financial flexibility.
𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲𝘀: ▪ Focus on optimizing warehousing white space. ▪ Transitioning consumer and manufacturing verticals to dedicated leadership. ▪ Integrating Whizzard and LMD for better synergy.
𝗕𝟮𝗕 𝗘𝘅𝗽𝗿𝗲𝘀𝘀: ▪ Revenue for Q1 FY26: ₹101 Cr, crossed ₹100 Cr mark for the first time. 🚀 ▪ PAT loss in Express business: ₹23.9 Cr in Q1 FY26. ▪ Emphasis on improving yields and customer selection.
𝗥𝗶𝗴𝗵𝘁𝘀 𝗜𝘀𝘀𝘂𝗲 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: ▪ Approximately ₹560 Cr to repay debts. 🏦 ▪ Expected annual interest cost savings: ₹40-45 Cr. 💰 ▪ Remaining proceeds for general corporate purposes to fuel growth.
𝗙𝘂𝘁𝘂𝗿𝗲 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: ▪ Optimistic about the growth potential in the B2B Express segment. ▪ Expecting growth in e-commerce due to the upcoming festive season. 🛍️ ▪ Capex strategy focuses on returns, aiming for a normalized range of XXX% of revenue.
📊 MAHINDRA LOGISTICS LTD | 🏷️ Earnings Call Transcript
🌐 Details:
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XXX engagements