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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
₹3,035.00
Market cap
₹3,77,411 Cr
Revenue (annual)
₹1,98,639 Cr
Net profit (annual)
₹17,099 Cr
P/E (TTM)
20.4×Sector 33.6×
Promoter holding
18.45%+0.00% QoQ
FII holding
34.89%Current quarter

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

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14:42 IST BSE
Debt & Borrowing

Mahindra & Mahindra Debt & Borrowing: ₹475 Cr

Mahindra & Mahindra Limited has completed the full redemption of its 7.57% unsecured non-convertible debentures. The total payment of ₹475.00 Crore was made upon maturity.

Value
₹475.0 Cr
14:41 IST BSE
Debt & Borrowing

Mahindra & Mahindra Debt & Borrowing: ₹34.74 Cr

Mahindra & Mahindra Ltd paid Rs. 34.74 Crore interest on its 7.57% unsecured non-convertible debentures. The payment was completed on the due date of September 25, 2026.

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₹34.74 Cr
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Debt & Borrowing

Mahindra & Mahindra Debt & Borrowing: ₹510.6 Cr

Mahindra & Mahindra Ltd has completed the full redemption of its 7.57% Non-Convertible Debentures worth Rs. 475 Crore. The company also paid annual interest of Rs. 35.56 Crore.

Value
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Mahindra & Mahindra Board Meeting Date

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Mahindra & Mahindra Employee Stock Options

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