Mahindra Mahindra Ltd (M&M)
This is further to our letter dated 13th November 2025, wherein we had given an advance intimation of the M&M Analyst Meeting scheduled to be held today i.e. Thursday, 13th November 2025 ....
Presentation at Mahindra & Mahindra Analyst Meeting on 13-Nov-2025.
- Discussed life insurance opportunity with Manulife partnership.
- Plan to invest ~INR 250 Cr/year for first 5 years.
- Targeting #1 life insurer in rural and semi-urban India.
- Emphasis on protection products and digital-enabled ecosystem.
- Mahindra Finance distribution with 1,345+ branches and 25 lakh+ customers.
- Expected valuation INR 18,000-30,000 Cr in 10 years.
- Strategy focused on meaningful potential and market-leading returns.
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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