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Mercantile Ports and Logistics Limited (GB:MPL)
LSE:MPL
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Mercantile Ports and Logistics (MPL) AI Stock Analysis

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GB:MPL

Mercantile Ports and Logistics

(LSE:MPL)

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Neutral 51 (OpenAI - Gpt-5.6Sol)
Rating:51Neutral
Price Target:
2.00 p
▲(29.03% Upside)
Action:Reiterated
Date:08/26/26
The score is held back primarily by weak financial performance (sharp revenue decline, widening losses, and reduced equity alongside steady debt) and negative legal overhang from the Karanja insolvency dispute. These risks are partly offset by relatively strong recent technical trends (price above key moving averages and positive MACD), while valuation remains unattractive/unclear due to loss-making results and no dividend support.
Positive Factors
Improved cash generation
Positive operating and free cash flow in the two latest reported years provides a useful offset to weak accounting earnings. If sustained, improved cash conversion could support ongoing operations, reduce funding pressure, and give management greater flexibility over investment and obligations.
Negative Factors
Sharp revenue contraction
The steep revenue decline signals weakening commercial performance and makes fixed operating costs harder to absorb. Continued volatility would reduce visibility into the earnings base, limit operating leverage, and challenge the company’s ability to convert its port and logistics activities into sustainable growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved cash generation
Positive operating and free cash flow in the two latest reported years provides a useful offset to weak accounting earnings. If sustained, improved cash conversion could support ongoing operations, reduce funding pressure, and give management greater flexibility over investment and obligations.
Read all positive factors

Mercantile Ports and Logistics (MPL) vs. iShares MSCI United Kingdom ETF (EWC)

Mercantile Ports and Logistics Business Overview & Revenue Model

Company Description
Mercantile Ports & Logistics Limited (MPL) is an enterprise primarily focused on India, where it develops, owns, and manages port and logistics infrastructure through its subsidiaries. A significant project for the company involves the ongoing con...
How the Company Makes Money
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Mercantile Ports and Logistics Financial Statement Overview

Summary
Financials are pressured: revenue contracted sharply in 2025 and losses widened, with EBIT and net income consistently negative. The balance sheet has weakened as equity fell materially while debt stayed roughly flat, increasing leverage risk. A partial positive is improved operating and free cash flow in 2024–2025, but sustainability is uncertain given large accounting losses.
Income Statement
12
Very Negative
Balance Sheet
38
Negative
Cash Flow
45
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Jun 2022
Income Statement
Total Revenue1.40M4.35M5.46M4.87M1.80M
Gross Profit-5.49M2.02M3.04M3.42M917.00K
EBITDA-10.50M-6.64M-9.46M-286.00K1.70M
Net Income-28.73M-18.63M-21.22M-9.62M-6.02M
Balance Sheet
Total Assets77.12M111.17M127.00M144.27M154.62M
Cash, Cash Equivalents and Short-Term Investments629.00K911.00K3.05M389.00K4.57M
Total Debt52.03M52.29M48.86M43.90M43.33M
Total Liabilities55.37M56.66M53.37M52.89M54.40M
Stockholders Equity21.90M54.60M73.69M91.40M100.21M
Cash Flow
Free Cash Flow2.25M348.00K-2.15M-1.52M-7.63M
Operating Cash Flow2.25M348.00K-498.00K-92.00K-5.52M
Investing Cash Flow0.00577.00K-1.62M-1.39M-2.09M
Financing Cash Flow-2.69M-2.89M3.90M-2.78M8.53M

Mercantile Ports and Logistics Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
£1.58B20.3214.50%2.24%15.10%2.67%
65
Neutral
£66.14M15.777.54%5.28%3.36%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
62
Neutral
£69.66M30.432.74%3.23%-4.40%-62.70%
53
Neutral
£223.06M-50.75-2.37%2.74%-9.89%-109.47%
51
Neutral
£7.40M-0.19-94.46%-67.90%-54.11%
47
Neutral
£10.06M-1.97-67.80%44.63%59.14%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:MPL
Mercantile Ports and Logistics
1.50
0.58
63.04%
GB:CKN
Clarkson
5,100.00
1,704.31
50.19%
GB:BMS
Braemar Shipping Services
217.00
-17.48
-7.46%
GB:THRU
Thruvision Group plc
2.25
0.55
32.35%
GB:FSJ
James Fisher & Sons
442.00
112.00
33.94%
GB:WATR
Water Intelligence
350.00
40.00
12.90%

Mercantile Ports and Logistics Corporate Events

Business Operations and StrategyLegal Proceedings
Mercantile Ports & Logistics Challenges Insolvency Process at NCLT
Negative
Sep 4, 2026
Mercantile Ports Logistics Limited has provided an update on the ongoing Corporate Insolvency Resolution Process involving its subsidiary Karanja Terminal Logistics before the National Company Law Tribunal in Mumbai. The lenders and Committee of...
Business Operations and StrategyLegal Proceedings
MPL Updates NCLT Insolvency Proceedings for Karanja Terminal
Negative
Sep 2, 2026
Mercantile Ports Logistics Limited has provided an update on the ongoing Corporate Insolvency Resolution Process concerning its Karanja Terminal Logistics Private Limited asset before the National Company Law Tribunal in Mumbai. The matter centr...
Business Operations and StrategyLegal Proceedings
Mercantile Ports & Logistics Updates Tribunal Battle Over Karanja Insolvency
Negative
Aug 17, 2026
Mercantile Ports Logistics Limited reported an update on the ongoing Corporate Insolvency Resolution Process of its subsidiary Karanja Terminal Logistics Private Limited, heard before the National Company Law Tribunal in Mumbai on 14 August 2026...
Business Operations and StrategyLegal Proceedings
Mercantile Ports & Logistics presses case in Karanja insolvency dispute at NCLT
Negative
Aug 11, 2026
Mercantile Ports Logistics has provided an update on the ongoing Corporate Insolvency Resolution Process of its subsidiary Karanja Terminal Logistics Private Limited following a hearing before the National Company Law Tribunal in Mumbai. The com...
Business Operations and StrategyLegal Proceedings
MPL Hearing on Karanja Terminal Insolvency Adjourned by NCLT
Negative
Jul 2, 2026
Mercantile Ports Logistics Limited has reported that a scheduled hearing before the National Company Law Tribunal in Mumbai, concerning the corporate insolvency resolution process of its Karanja Terminal Logistics Private Limited asset, has been...
Business Operations and StrategyFinancial DisclosuresRegulatory Filings and Compliance
Mercantile Ports & Logistics Publishes Audited 2025 Annual Report
Neutral
Jun 30, 2026
Mercantile Ports Logistics Limited has published its audited Annual Report for the year ended 31 December 2025, following the release of its preliminary results earlier today. The full audited Annual Results are now accessible on the company&#821...
Business Operations and StrategyFinancial DisclosuresLegal Proceedings
MPL Fights to Retain Strategic Karanja Port as Insolvency Battle Unfolds
Negative
Jun 30, 2026
Mercantile Ports Logistics has reported preliminary full-year results for 2025 against what its chairman describes as one of the most challenging periods in the company’s history, centred on a fight to retain control of its Karanja port ass...
Business Operations and StrategyLegal Proceedings
Mercantile Ports & Logistics challenges rival bid in Karanja debt dispute
Negative
Jun 25, 2026
Mercantile Ports Logistics has disclosed new details ahead of a 1 July 2026 hearing at the National Company Law Tribunal in Mumbai over the disputed termination of its sanctioned One Time Settlement for Karanja Terminal Logistics. The company sa...
Business Operations and StrategyLegal Proceedings
Mercantile Ports & Logistics Presses Legal Challenge Over Karanja Resolution Plan
Negative
Jun 10, 2026
Mercantile Ports Logistics has provided an update on its legal challenge to the creditors’ approved resolution plan for its Indian subsidiary, Karanja Terminal Logistics Private Limited. A scheduled hearing at the National Company Law Trib...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 26, 2026