|
07 Sep 2025 |
Mahindra Logistics
|
Consensus Share Price Target
|
320.70 |
385.70 |
- |
20.27 |
hold
|
|
|
|
|
04 Feb 2023
|
Mahindra Logistics
|
ICICI Direct
|
320.70
|
500.00
|
445.50
(-28.01%)
|
Pre-Bonus/ Split |
Hold
|
|
|
|
|
03 Feb 2023
|
Mahindra Logistics
|
ICICI Securities Limited
|
320.70
|
475.00
|
457.25
(-29.86%)
|
Pre-Bonus/ Split |
Hold
|
|
|
Mahindra Logistics’ (MLL) Q3FY23 EBITDA was slightly ahead of our estimates; however, PAT was lower owing to higher interest cost. Key takeaways include: 1) Mixed quarter for 3PL division as automotive and manufacturing contributed to growth while consumer
|
|
02 Feb 2023
|
Mahindra Logistics
|
Motilal Oswal
|
320.70
|
470.00
|
457.25
(-29.86%)
|
Target met |
Neutral
|
|
|
|
|
23 Jan 2023
|
Mahindra Logistics
|
Motilal Oswal
|
320.70
|
510.00
|
486.60
(-34.09%)
|
Pre-Bonus/ Split |
Neutral
|
|
|
|
|
02 Aug 2022
|
Mahindra Logistics
|
ICICI Direct
|
320.70
|
550.00
|
475.70
(-32.58%)
|
Target met |
Buy
|
|
|
|
|
01 Aug 2022
|
Mahindra Logistics
|
Motilal Oswal
|
320.70
|
515.00
|
475.70
(-32.58%)
|
Target met |
Neutral
|
|
|
|
|
28 Jun 2022
|
Mahindra Logistics
|
Sharekhan
|
320.70
|
630.00
|
458.75
(-30.09%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
27 Jun 2022
|
Mahindra Logistics
|
ICICI Securities Limited
|
320.70
|
465.00
|
432.10
(-25.78%)
|
Target met |
Accumulate
|
|
|
We visited the multi-tenanted BTS facility of Mahindra Logistics (MLL) in Luhari, Haryana. Two blocks have come up (FC + DC for three clients and a FC for Amazon) with one more block under construction. Three blocks put together have an area of 1.4mn sqft. The entire 1.4mn sqft has been contracted out to customers. Bajaj Electricals contributed ~70% of the volumes in the first block of ~0.5mn sqft, which we visited.
|
|
28 Apr 2022
|
Mahindra Logistics
|
ICICI Direct
|
320.70
|
600.00
|
521.50
(-38.50%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
27 Apr 2022
|
Mahindra Logistics
|
Motilal Oswal
|
320.70
|
540.00
|
521.50
(-38.50%)
|
Target met |
Neutral
|
|
|
|