ALFA Finder| Revenue growth | Q4 +29%; FY26 +25% |
|---|---|
| Margins | Auto standalone 10.9% (ex-contract mfg); Farm core margins 20.4%. |
| Order book | Aero structures: $1B+ orders in 12 months. |
| Demand visibility | Strong SUV bookings; XUV7XO at 9,500/month; 17k AI-led test drives. |
| Management confidence | High; citing resilient supply chains and strong India macro tailwinds. |
Growth
Q4 revenue up 29%, PAT up 42%. Full year FY26 PAT up 35%, driven by Auto (+33%) and Farm (+13%).
Outlook
FY27 tractor growth guided at 5%; SUV growth mid-to-high teens. Planning 16 new SUV models (10 ICE, 6 BEV) by F31.
Risks
International farm subsidiary impairments (₹1,400 Cr); supply chain volatility in memory chips; potential rainfall deficit impacts on tractor demand.
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