Mahindra Logistics Limited Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts
It's been a sad week for Mahindra Logistics Limited (NSE:MAHLOG), who've watched their investment drop 14% to ₹358 in the week since the company reported its first-quarter result. Things were not great overall, with a surprise (statutory) loss of ₹1.50 per share on revenues of ₹16b, even though the analysts had been expecting a profit. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Taking into account the latest results, the consensus forecast from Mahindra Logistics' nine analysts is for revenues of ₹69.9b in 2026. This reflects a solid 11% improvement in revenue compared to the last 12 months. Mahindra Logistics is also expected to turn profitable, with statutory earnings of ₹5.43 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹69.8b and earnings per share (EPS) of ₹7.08 in 2026. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a pretty serious reduction to EPS estimates.
View our latest analysis for Mahindra Logistics
Despite cutting their earnings forecasts,the analysts have lifted their price target 7.1% to ₹386, suggesting that these impacts are not expected to weigh on the stock's value in the long term. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Mahindra Logistics, with the most bullish analyst valuing it at ₹560 and the most bearish at ₹279 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 15% growth on an annualised basis. That is in line with its 15% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 11% annually. So it's pretty clear that Mahindra Logistics is forecast to grow substantially faster than its industry.
The Bottom Line
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Mahindra Logistics going out to 2028, and you can see them free on our platform here..
You still need to take note of risks, for example - Mahindra Logistics has 2 warning signs (and 1 which is a bit unpleasant) we think you should know about.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
About NSEI:MAHLOG
Mahindra Logistics
Provides integrated logistics and mobility solutions in India and internationally.
Undervalued with reasonable growth potential.
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