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Motilal Oswal Report
We attended Mahindra Logistics Ltd.'s investor meet, wherein the management reiterated its vision of achieving a revenue of Rs 100 billion over the next five years. It also touched upon the near term challenges: 1. slowdown in the farm segment, 2. increase in fuel prices, and 3. startup costs related to the Bajaj contract. Key highlights from the meet are:
while the auto segment has seen an improvement over the last few months, the farm segment has been weak. Recovery in the farm segment is expected by H2 FY23. Segments like fast moving consumer goods and pharma have been picking up well, while the electronics segment has been impacted due to semiconductor shortages.
over the last few quarters revenue growth for Mahindra Logistics has been driven by new client acquisition. Growth within existing clients has been lower than expected.
The e-commerce segment has seen subdued growth in the last few months.
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