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Earnings Call

Mahindra & Mahindra Earnings Call: Key Takeaways

M&M reported robust Q4 and FY26 results with consolidated Revenue at ₹1,98,639 cr (up 25%) and PAT at ₹17,099 cr (up 35%). The strategy focuses on 'Acceleration in Uncertainty' through market leadership and AI adoption.

Why this was an Alfa AlertNot a filter event. Results are strong but management does not state a beat over 5% of their own specific prior guidance range.
Highlights
Revenue growthFY26 consolidated revenue up 25% YoY to ₹1.98 Lakh Cr.
MarginsAuto margins up 80bps; Farm margins up 150bps.
Order bookLarge order pipeline mentioned for Aerostructures segment.
Demand visibilityStrong trajectory in India's economy despite inflation.
Management confidenceHigh, emphasizing resilience and 'Growth Gems' momentum.

Growth

FY26 PAT grew 35% to ₹17,099 cr. Auto volumes rose 19%; Farm volumes up 24%.

Outlook

Targets 2-3x revenue growth in Auto/Farm by FY31; F27 revenue uplift of ₹4,100 cr from AI.

Risks

Short-term inflation pressures and geo-political supply chain risks cited as key headwinds.

Source

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

Read the document ↗

Mahindra & Mahindra Ltd: key numbers

Share price
₹3,419.00
Market cap
₹4,25,162 Cr
Revenue (annual)
₹1,98,639 Cr
Net profit (annual)
₹17,099 Cr
P/E (TTM)
21.9×Sector 32.5×
Promoter holding
18.39%-0.06% QoQ
FII holding
33.34%Current quarter

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

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