Mahindra Mahindra Ltd (M&M)
Please refer enclosed
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
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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.
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