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Mahindra Mahindra Ltd — Q1FY26 Earnings Call Summary
Key Takeaways
- SUV growth guidance mid to high teens maintained; new launches planned in 2026
- Tech Mahindra EBIT margin 11.1%, targeting 15% in FY27; Mahindra Finance AUM +15%
- Tractor volume +10%, market share 45.2%; Farm PBIT margin 19.8%
- Multiple analyst queries on EV profitability and ramp-up; management confident on margin drivers and market share
- Consolidated PAT up 24% to ₹4,083 Cr; ROE at 20.6% in Q1 FY26
- Auto SUV volume +22%, market share 27.3%; Auto PAT +32%
- Commodity inflation concern on steel (+6%); price hikes taken
- Electric SUV EBITDA ₹111 Cr; ramping to 5-6k units/month by festival season
- Strong export growth: 3XO doing well in South Africa, launched in Australia
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.