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We recommended Mahindra logistics at CMP of Rs. 475 in March’21. After that, the price went up to Rs. 750 and then has corrected. We have been patient with the stock but post Rivigo acquisition there have been delays in execution.
What is management’s recent commentary?
· Integration of Rivigo (B2B express business) has been completed but EBITDA breakeven is delayed. Management has guided that the same will be achieved by the end of Q2FY25 (Sep’24).
· Management evaluates acquisition on a 7-year IRR basis and is optimistic of returns on a long-term horizon.
· While order intake has been positive, conversions have been slower and volume growth needs to be higher (~30%+) to reach breakeven levels. Management is of the opinion that partial truckload business has synergy benefits and aids their overall offering.
Disclosure: MoneyWorks4me's employees may have exposure in the securities mentioned in the above report. For detailed disclosure click here.
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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