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Pirojshaw Sarkari, CEO At Mahindra Logistics Stock

Pirojshaw Sarkari, CEO At Mahindra Logistics – Key highlights form the conversation:

✅ There is no one off incidence.

✅ Margin will continue to expand.

✅ Increase in value added services business to aid margins.

✅ Improved warehousing, distribution business post gst will help margin expansion.          

✅ Consulting fee has reduced in the last quarter & will no longer be included from next year.

✅ Grew Non-Mahindra business by 32 percent.

✅ Focus on expanding the Non-Mahindra business.

✅ No significant impact as fuel escalation clause is built into the contract.

✅ Past eight months have been unprecedented for the logistics sector.

✅ All policy changes put together will increase efficiencies in the logistics sector.

✅ May witness consolidation of warehouses and networks.

✅ Looking at large format warehousing post GST, e-way bill introduction.

✅ Expect reverse logistics to become a key format in the e-commerce space.


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Neal Bhai has been involved in the Bullion and Metals markets since 1998 – he has experience in many areas of the market from researching to trading and has worked in Delhi, India. Mobile No. - 9899900589 and 9582247600

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