ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | Consolidated revenue up 28% YoY driven by Auto and Finance. |
|---|---|
| Margins | Pressure from commodities managed through proactive pricing and cost control. |
| Order book | Aerospace order book at $1.2B; sustained high SUV booking pipeline. |
| Demand visibility | Strong SUV demand; rural sentiment improving with recent rainfall recovery. |
| Management confidence | Optimistic and execution-focused, emphasizing the 18% ROE long-term target. |
Growth
Profits grew 34% YoY; SUV volumes rose 15%. Growth is high-quality, supported by turnaround success and diversified engines.
Outlook
Targeting 15% EBIT margins for TechM and doubling Auto production capacity by FY31.
Risks
Commodity inflation (400-500 bps) and rural volatility due to El Nino remain primary bear-case triggers.
Last quarter's promises, checked
Delivered
- Guided 15-20% EPS growth → delivered 57% annualized over 5 years (= BEAT)
- Guided 18% ROE target → delivered 20% for full year (= BEAT)
- Guided mid-to-high teens Auto volume growth → delivered 19% (= BEAT)
Partly delivered
- Targeted 56,500 SUV capacity → restricted by engine mix constraints (= PARTIAL)
Earnings Call Transcript 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