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Filed: 04 Aug 2026, 19:39 IST Exchange: BSE Category: Financial Results — Earnings Call Transcript
AI summary - Consolidated profit up 34%, ROE at 23%; Auto PAT +21%, Farm PAT +15% - Auto SUV volumes +15%, EV penetration at 12%; capacity to double by FY31 in phases - Farm volumes +18%, exports +15%; tractor margins steady at 17-19% band - Mahindra Finance PAT +78%, pivoting to growth with diversification into mortgage and SME - Tech Mahindra EBIT margin at 14.4%, targeting 15% by FY27 end - Growth Gems profits tripled; Real Estate GDV up 60%, ₹50,000 Cr pipeline - Logistics turnaround with highest quarterly profit; express logistics EBITDA positive soon - Commodity inflation pressured margins; Auto price hikes of 2.7% in July to offset - AI initiatives driving efficiency and revenue across businesses - Cautiously optimistic outlook on margins and demand despite global uncertainties
Source: Original filing PDF — view on exchange portal
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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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Important. The summary above is generated automatically from Mahindra Mahindra Ltd's own public regulatory filing under SEBI LODR. Indian Stock Alerts is not a SEBI-registered Research Analyst or Investment Adviser. This page is informational, not investment advice, a recommendation to buy or sell any security, or any opinion about the company's business, governance or financial health. Always read the original filing before acting and consult a registered adviser for investment decisions.