Mahindra Logistics Limited announced its unaudited consolidated financial results for the third quarter and nine months ended 31 December 2025, demonstrating a strong operational recovery with significant revenue growth and return to profitability in the quarter.

Financial Performance Highlights

The company delivered impressive quarterly results with consolidated revenue from operations reaching ₹1,898.03 crores in Q3FY26, representing a robust 19.05% year-on-year growth from ₹1,594.20 crores in Q3FY25. This growth momentum was supported by strong performance across both business segments.

Segment-wise Performance

The Supply Chain Management segment, the company's core business, generated revenue of ₹1,791.92 crores in Q3FY26 compared to ₹1,517.30 crores in Q3FY25, showing strong growth of 18.11%. The Enterprise Mobility Services segment also performed well with revenue of ₹110.65 crores against ₹78.09 crores in the previous year.

Nine-Month Performance

For the nine-month period ended 31 December 2025, the company reported consolidated revenue of ₹5,207.89 crores compared to ₹4,535.32 crores in the corresponding period of the previous year, marking a growth of 14.83%. Despite reporting a net loss of ₹11.79 crores for the nine-month period, this represents a significant improvement from the ₹24.71 crores loss in the previous year.

Corporate Developments

During the quarter, the company undertook several strategic initiatives. On 11 November 2025, Mahindra Logistics acquired the remaining 0.95% stake in Lords Freight (India) Private Limited, making it a wholly-owned subsidiary. The company also granted 1,70,836 Performance Stock Units under the Mahindra Logistics Employee Performance Stock Unit Plan 2025.

Impact of New Labour Codes

The company recognized an exceptional charge of ₹7.36 crores in the consolidated results due to the implementation of new Labour Codes notified by the Government of India on 21 November 2025. These codes consolidate 29 existing labour laws and have resulted in incremental impact on retirement benefits.

Standalone Results

On a standalone basis, the company reported revenue of ₹1,545.30 crores for Q3FY26 compared to ₹1,326.85 crores in Q3FY25, with net profit of ₹11.40 crores against ₹11.62 crores in the previous year. The standalone nine-month revenue stood at ₹4,258.03 crores with net profit of ₹21.63 crores.

Mahindra Logistics Limited has announced an earnings conference call scheduled for January 28, 2026, to discuss its Q3FY26 financial results. The company informed BSE Limited and National Stock Exchange of India about this investor interaction in compliance with Regulation 30 of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015.

Conference Call Details

The earnings conference call will focus on the company's unaudited standalone and consolidated financial results for the third quarter and nine months ended December 31, 2025. These results are subject to limited review by the company's statutory auditor.

Management Participation

The conference call will be led by key members of Mahindra Logistics' senior management team:

• Mr. Hemant Sikka – Managing Director & CEO
• Ms. Isha Dalal – Chief Financial Officer

Access Information

Participants can join the conference call through multiple dial-in numbers provided for domestic and international access:

Registration and Guidelines

While pre-registration for the call is optional, participants are advised to dial-in five minutes prior to the scheduled start time, by 3:25 PM IST on January 28, 2026. The conference call can be accessed from both mobile and landline phones, making it accessible to a wide range of participants.

Regulatory Compliance

The company has emphasized that no unpublished price sensitive information will be shared during the investor interaction, ensuring compliance with regulatory requirements. The intimation has also been uploaded on the company's website under the disclosures section for public access.

The earnings conference call represents Mahindra Logistics' commitment to maintaining transparent communication with its stakeholders and providing regular updates on the company's financial performance and business developments.