MAHLOGNSEMahindra Logistics Limited· Transport ServicesHighNeutral
Announced Mon, 21 Jul, 2025 · 13:44 IST

Mahindra Logistics Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025. detailed disclosure is enclosed.

Pat NegativeEbitda Margin CompressionResults View source PDFExplain this filing

MAHLOG · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
-2.4%Reaction day
₹412.00
prior close
₹398.65
announcement price
In-mkt
timing
Nifty Microcap 250market · in no size index; the smallest one is used-0.2%-2.2% vs market
Logistics Solution Provider peers, median of 39sector-0.3%-2.1% vs sector

On the reaction day the stock moved 2.2 pts less than Nifty Microcap 250 and 2.1 pts less than its Logistics Solution Provider peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
-0.8
10m
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15m
-1.5
30m
-1.7
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
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Next day
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2d
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3d
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15d
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1m
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2m
-11.7-2.2-9.5-4.5-7.3
3m
-11.4-3.1-8.3-8.0-3.4
UpDownMarket · Nifty Microcap 250Sector · Logistics Solution Provider peers, median of 39Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Mahindra Logistics reported Q1 FY26 standalone revenue of ₹1,345.82 crore, up ~16% from ₹1,156.66 crore in Q1 FY25, but standalone profit after tax fell to ₹6.44 crore from ₹10.22 crore, a drop of ~37%. On a consolidated basis, revenue grew ~14% to ₹1,624.59 crore, but the company posted a net loss of ₹9.44 crore (vs loss of ₹7.84 crore a year ago). The consolidated loss attributable to shareholders was ₹10.80 crore, with EPS of negative ₹1.50. The supply chain segment turned in a segment loss of ₹10.38 crore, dragging overall profitability. The board also approved a ₹749.27 crore rights issue at ₹277 per share in a 3:8 ratio, opening July 31 and closing August 14, 2025. Auditor Deloitte Haskins & Sells LLP issued an unmodified limited review report with no qualifications.

Likely market impact

Weak operating performance with rising costs and continued consolidated losses may pressure the stock, but the large rights issue could also provide growth capital. Shareholders need to decide on the rights entitlement and watch for margin recovery in coming quarters.