Q3 2025 Mahindra Logistics Ltd Earnings Call Transcript
Key Points
- Mahindra Logistics Ltd (NSE:MAHLOG) reported a 14.1% year-on-year increase in revenue for Q3, reaching INR 1,594.2 crores.
- The warehousing segment saw a 15% year-on-year growth, contributing approximately INR 300 crores to the revenue.
- The company secured new orders worth INR 100 crores in the 3PL business and has a pending order board of over INR 250 crores.
- The mobility business won a key contract for the new Noida International Airport, indicating future growth potential.
- Mahindra Logistics Ltd (NSE:MAHLOG) launched a new analytics platform for emissions measurement, enhancing its service offerings and sustainability focus.
- The logistics sector faced challenges due to high costs driven by driver shortages, elevated fuel prices, and higher toll charges.
- The Express business experienced flat volumes sequentially, with operational challenges during the festive peak affecting service levels.
- The company reported a loss of INR 9 crores at a consolidated level for Q3, indicating financial pressure.
- The freight forwarding business was impacted by lower pricing in Q3, affecting revenue per TEU.
- The Express business continues to face a tough market environment, with competitive pricing and operational issues impacting growth.
Ladies and gentlemen, good day, and welcome to the Mahindra Logistics Limited Q3 and nine months FY25 earnings call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mandar Chavan from Strategic Growth Advisors. Thank you, and over to you, sir.
Thank you, Zico. Good evening, everyone. Thank you for joining us on Mahindra Logistics Limited Q3 and nine months FY 2025 earnings conference call. We have with us Mr. Rampraveen Swaminathan, Managing Director and CEO; Mr. Saurabh Taneja, CFO; and the senior management team. I hope everyone had a chance to view our financial results and investor presentation which were recently posted on the company's website and stock exchanges.
We will begin the call with the opening remarks from management, followed by an open forum for question and answers. Before we begin, I would like to point out that some of the statements made during today's call may be forward-looking. A
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