| Revenue growth | 29% YoY in Q4 F26; 25% for full year F26. |
|---|---|
| Margins | Auto margins up 80bps; Farm up 150bps; TechM EBIT up 290bps. |
| Order book | Large order pipeline in Aerostructures; strong GDV book in Lifespaces. |
| Demand visibility | Positive; #1 SUV player status with growing EV penetration (9.6%). |
| Management confidence | Strong; projecting significant multi-year growth across all 'Growth Gems'. |
Growth
Q4 F26 Revenue up 29% to ₹54,982 cr; Consolidated PAT up 42% to ₹4,668 cr. F26 ROE reached 20%.
Outlook
Targeting 2-3x revenue growth in Auto/Farm by F31; AI initiatives projected to contribute ₹4,100 cr revenue by FY27.
Risks
Short-term inflation pressure, geopolitical risks, and potential supply chain tech disruptions.
Earnings Call filed with BSE, NSE: M&M. Summary written with AI assistance from 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.
More from Mahindra & Mahindra Ltd
All →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
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.
- Value
- ₹34.74 Cr
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
- ₹510.6 Cr
Mahindra & Mahindra Board Meeting Date
Mahindra & Mahindra's board meeting is scheduled for 5 November 2026 to approve Q2 H1 results. The trading window closes from 1 October to 7 November 2026.
Mahindra & Mahindra Employee Stock Options
Mahindra & Mahindra transferred equity shares from its ESOP Trust to 172 employees following the exercise of stock options granted under its Employee Stock Option Scheme.
Mahindra & Mahindra Other Announcement
Dr. Anish Shah, Group CEO and MD, sold 76,357 equity shares to fund tax liabilities from ESOP exercises. This is a routine personal transaction disclosure.