ALFA Finder| 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
- ₹3,419.00
- 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.
More from Mahindra & Mahindra Ltd
All →Mahindra & Mahindra Capital Structure Change
Mahindra & Mahindra will subscribe in cash to the proposed rights issue of its listed subsidiary SML Mahindra, up to Rs. 1,450 crore. No change in control of SML is envisaged.
- Value
- ₹1,450 Cr
Mahindra & Mahindra Earnings Call Transcript: Key Takeaways
Consolidated revenue ₹57,553 Cr (+25%) and PAT ₹4,588 Cr (+25%) on multi-business strength, despite commodity inflation, monsoon deficit and a cut tractor outlook.
Mahindra & Mahindra Management Change
Ms. Shuchi Suri will transition from Executive Vice-President, Mahindra Experiences to Chief Sales & Marketing Officer - Automotive Business. She ceases being Senior Management Personnel effective April 1, 2027.
Mahindra & Mahindra Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 57,553 cr (+25%) and PAT Rs 4,588 cr (+25%). H1 PAT +29%, H1 EPS Rs 89.5, annualised RoE 21%.
Mahindra & Mahindra Results Update
Mahindra & Mahindra reported a 25% increase in Q2 F27 consolidated PAT to ₹4,588 Crore. Revenue for the period reached ₹57,553 Crore, driven by strong growth in the automotive sector.
- Value
- ₹57,553 Cr
Mahindra & Mahindra Q2 FY27 Results: Net Profit ₹5,167 Cr, Up 30.3% YoY
Mahindra & Mahindra Ltd reported revenue from operations of ₹57,515 Cr (+25.3% YoY) and net profit of ₹5,167 Cr (+30.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹5,167 Cr · +30.3% YoY