Aakhirkaaar! Loss Streak Khatam Hua!
Mahindra Logistics Limited (MLL) ke liye ye Q3 ka result bahut hi special hai. Finally, company ne apni 11 quarter ki lagataar loss wali streak ko tod diya hai aur profit mein comeback kiya hai. Ye unke investors ke liye badi khushkhabari hai.
Numbers Kya Kehte Hain?
Company ka consolidated revenue Q3 FY26 mein 19% badhkar ₹1,898 crore ho gaya hai. Ye growth mainly Auto aur Farm businesses se aayi hai, saath hi Express aur Freight segments ne bhi achha kaam kiya hai. Is quarter mein, company ka consolidated gross margin bhi 76 basis points badhkar 10.0% ho gaya hai, jo ki pichhle saal 9.2% tha. Is wajah se, consolidated EBITDA mein 40% ki jabardast tezi aayi aur ye ₹102.8 crore tak pahunch gaya. Reported Profit After Tax (PAT) ₹3.3 crore raha, lekin exceptional items adjust karne ke baad, operational PAT ₹9.2 crore bataya gaya hai.
Segments Ki Performance
3PL segment ka revenue 20% badhkar ₹1,502 crore ho gaya. Freight Forwarding 33% badhkar ₹94.8 crore raha. Express business (MESPL) mein 27.5% ki revenue growth hui aur ye ₹113.6 crore tak pahuncha, jahan EBITDA break-even ke kareeb hai. Mobility business 42% badhkar ₹110.7 crore raha, jisse ₹2 crore ka operational PAT mila. Last Mile Delivery segment mein kuch strategic exits ke karan revenue aur margin mein kami aayi hai, lekin management ko Q4 se sudhar ki umeed hai.
Management Ka Plan Aur Outlook
Management ka focus abhi profitability badhane par hai, jismein strict pricing, achhe contract renewals aur har customer ke profit ko manage karna shamil hai. Unhone unprofitable deals ko strategic tareeke se band kar diya hai. Logistics sector mein overall achha outlook hai aur consolidation chal raha hai, jo MLL jaise players ke liye faydemand ho sakta hai. Management ko lagta hai ki aane wale samay mein margins aur badhenge.