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Earnings Call

Mahindra & Mahindra Financial Services Earnings Call: Key Takeaways

Mahindra Finance reported strong F26 performance with PAT up 19% YoY to ₹2,782 cr. Strategy focuses on 'Bharat' tailwinds through digital transformation, asset quality stabilization, and scaling mortgage and MSME segments.

Why this was an Alfa AlertGS3 at 3.4% and GS2+GS3 at 8.2% (lowest in 8 years) outperformed previous asset quality trends.
Highlights
Revenue growth15% YoY for FY26 (standalone).
MarginsNIM expanded to 7.1% in F26 vs 6.5% in F25.
Order bookAUM (Business Assets) at ₹1,34,096 cr, up 12% YoY.
Demand visibilityStrong in Tractor (up 49% FY26) and SME segments.
Management confidenceHigh; citing 'visible step-up in profitability' and 'strengthened to scale'.

Growth

FY26 standalone PAT grew 19% YoY to ₹2,782 cr; Total Income up 15% to ₹18,500 cr. Disbursements rose 6% to ₹61,118 cr.

Outlook

Targeting RoA of 2.0%. Scaling Mortgages (21% growth) and MSME (32% growth). Capital Adequacy comfortable at 18.8%.

Risks

Credit cost increased to 1.7% in F26 from 1.3% in F25. Potential volatility in interest rates and rural economic conditions.

Source

Earnings Call filed with NSE, NSE: M&MFIN. Summary written with AI assistance from the document.

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Mahindra & Mahindra Financial Services Ltd: key numbers

Share price
₹331.75
Market cap
₹46,120 Cr
Revenue (annual)
₹21,005 Cr
Net profit (annual)
₹2,855 Cr
P/E (TTM)
14.2×Sector 21.7×
Promoter holding
52.49%+0.00% QoQ
FII holding
9.53%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Mahindra & Mahindra Financial Services Debt & Borrowing: ₹2,000 Cr

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Value
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Mahindra & Mahindra Financial Services Employee Stock Options

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Mahindra & Mahindra Financial Services Debt & Borrowing: ₹345 Cr

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Value
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Other Announcement

Mahindra & Mahindra Financial Services Other Announcement

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11:31 IST NSE
Credit Rating

Mahindra & Mahindra Financial Services Credit Rating

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17:36 IST BSE
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Mahindra & Mahindra Financial Services Employee Stock Options

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