Mahindra Mahindra Ltd (M&M)
Disclosure of Transcript of the Analyst/ Institutional Investor Meeting
AI summary
- 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%
- Tractor volume +10%, market share 45.2%; Farm PBIT margin 19.8%
- Tech Mahindra EBIT margin 11.1%, targeting 15% in FY27; Mahindra Finance AUM +15%
- Electric SUV EBITDA ₹111 Cr; ramping to 5-6k units/month by festival season
- Commodity inflation concern on steel (+6%); price hikes taken
- SUV growth guidance mid to high teens maintained; new launches planned in 2026
- Strong export growth: 3XO doing well in South Africa, launched in Australia
- Multiple analyst queries on EV profitability and ramp-up; management confident on margin drivers and market share
Source: Original filing PDF
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🚨 M&M — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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The summary above is generated automatically from Mahindra Mahindra Ltd's own
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