Mahindra Logistics Ltd
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. [1]
- Market Cap ₹ 2,184 Cr.
- Current Price ₹ 303
- High / Low ₹ 555 / 238
- Stock P/E 50.2
- Book Value ₹ 96.9
- Dividend Yield 0.83 %
- ROCE 9.38 %
- ROE 6.33 %
- Face Value ₹ 10.0
Pros
- Company has been maintaining a healthy dividend payout of 32.8%
Cons
- Stock is trading at 3.12 times its book value
- The company has delivered a poor sales growth of 8.98% over past five years.
- Company has a low return on equity of 8.69% over last 3 years.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Logistics Industry: Miscellaneous
Part of BSE SmallCap BSE Allcap BSE Services
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|
1,883 | 1,995 | 2,589 | 3,220 | 3,666 | 3,261 | 2,959 | 3,631 | 4,459 | 4,530 | 5,013 | |
1,824 | 1,944 | 2,521 | 3,114 | 3,527 | 3,113 | 2,838 | 3,451 | 4,182 | 4,235 | 4,715 | |
Operating Profit | 59 | 51 | 68 | 106 | 138 | 148 | 121 | 180 | 277 | 295 | 297 |
OPM % | 3% | 3% | 3% | 3% | 4% | 5% | 4% | 5% | 6% | 6% | 6% |
8 | 13 | 9 | 5 | 7 | 13 | 11 | 9 | 15 | 13 | 11 | |
Interest | 0 | 0 | 0 | 0 | 0 | 14 | 17 | 26 | 41 | 44 | 54 |
Depreciation | 6 | 6 | 9 | 13 | 15 | 66 | 83 | 130 | 169 | 178 | 196 |
Profit before tax | 61 | 57 | 68 | 97 | 130 | 81 | 33 | 33 | 80 | 86 | 58 |
Tax % | 34% | 35% | 34% | 36% | 35% | 32% | 26% | 25% | 20% | 28% | 25% |
40 | 37 | 45 | 62 | 84 | 55 | 24 | 24 | 65 | 62 | 44 | |
EPS in Rs | 6.79 | 6.29 | 6.59 | 8.74 | 11.82 | 7.71 | 3.35 | 3.40 | 8.97 | 8.60 | 6.03 |
Dividend Payout % | 0% | 0% | 0% | 17% | 15% | 19% | 75% | 59% | 28% | 29% | 41% |
Compounded Sales Growth | |
---|---|
10 Years: | 10% |
5 Years: | 9% |
3 Years: | 11% |
TTM: | 11% |
Compounded Profit Growth | |
---|---|
10 Years: | 1% |
5 Years: | -5% |
3 Years: | 21% |
TTM: | -30% |
Stock Price CAGR | |
---|---|
10 Years: | % |
5 Years: | 3% |
3 Years: | -16% |
1 Year: | -36% |
Return on Equity | |
---|---|
10 Years: | 10% |
5 Years: | 7% |
3 Years: | 9% |
Last Year: | 6% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 60 | 60 | 68 | 71 | 71 | 72 | 72 | 72 | 72 | 72 | 72 |
Reserves | 206 | 244 | 281 | 348 | 427 | 474 | 494 | 503 | 556 | 603 | 627 |
0 | 0 | 0 | 0 | 0 | 165 | 240 | 361 | 555 | 464 | 560 | |
237 | 250 | 420 | 493 | 622 | 620 | 782 | 913 | 976 | 989 | 1,059 | |
Total Liabilities | 502 | 553 | 769 | 912 | 1,121 | 1,330 | 1,587 | 1,849 | 2,159 | 2,128 | 2,318 |
20 | 21 | 28 | 31 | 44 | 210 | 346 | 474 | 551 | 529 | 592 | |
CWIP | 0 | 0 | 1 | 1 | 3 | 15 | 3 | 14 | 4 | 0 | 46 |
Investments | 121 | 78 | 70 | 63 | 99 | 21 | 76 | 137 | 260 | 332 | 428 |
362 | 453 | 670 | 818 | 976 | 1,084 | 1,161 | 1,224 | 1,344 | 1,267 | 1,252 | |
Total Assets | 502 | 553 | 769 | 912 | 1,121 | 1,330 | 1,587 | 1,849 | 2,159 | 2,128 | 2,318 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|
32 | -53 | -34 | 2 | 92 | 80 | 281 | 204 | 146 | 249 | 382 | |
-173 | 28 | 1 | 8 | -92 | 35 | -105 | -150 | -148 | -103 | -226 | |
101 | -0 | -0 | 6 | -10 | -71 | -77 | -121 | -14 | -245 | -127 | |
Net Cash Flow | -40 | -25 | -33 | 16 | -11 | 44 | 98 | -66 | -16 | -99 | 28 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 36 | 43 | 56 | 55 | 48 | 53 | 50 | 41 | 37 | 41 | 34 |
Inventory Days | |||||||||||
Days Payable | |||||||||||
Cash Conversion Cycle | 36 | 43 | 56 | 55 | 48 | 53 | 50 | 41 | 37 | 41 | 34 |
Working Capital Days | 3 | 15 | 18 | 16 | 16 | 22 | 10 | 0 | 0 | 4 | 1 |
ROCE % | 20% | 21% | 25% | 29% | 16% | 7% | 7% | 11% | 11% | 9% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Earnings Call Transcript
24 Apr - In compliance with Regulation 30(6) read with Schedule III and other applicable provisions of the SEBI Listing Regulations, please find enclosed the transcript of the …
- Fixation Of Record Date As 11 July 2025 For The Annual Dividend Of FY2024-25 23 Apr
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Announcement under Regulation 30 (LODR)-Newspaper Publication
22 Apr - Listing Regulations enclosed herewith extract of Newspaper publication of Annual Audited Consolidated Financial Results for the fourth quarter and financial year ended 31 March 2025. …
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
21 Apr - Mahindra Logistics held Q4 FY25 earnings call; presentation and audio recording available online.
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Amendment To The Code Of Practices And Procedures For Fair Disclosure Of Unpublished Price Sensitive Information
21 Apr - Amended Code of Fair Disclosure per SEBI regulations effective 10 June 2025 uploaded on company website.
Annual reports
Concalls
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Dec 2017Transcript PPT
Service Portfolio
a) Contract Logistics: Managing 22.1 Mn+ sq. ft. of warehousing with automation, the company operates 15,000+ trucks/month under an asset-light model. It offers value-added services like repacking and labeling, with WMS & TMS for real-time tracking.[1]