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Investor Presentation

Mahindra & Mahindra Investor Presentation: Key Takeaways

M&M Q1 F27 results show strong consolidated performance with 28% revenue growth and 34% PAT growth. Management highlighted market leadership in SUVs and tractors despite inflationary pressures.

Highlights
Revenue growth28% YoY consolidated revenue growth reported.
MarginsAuto PBIT 21%; Farm PBIT 14.2%; TechM EBIT margin 14.4%.
Order bookAerostructures cumulative contract wins at $1.2bn.
Demand visibilityStrong SUV demand; 175K volumes (15% YoY).
Management confidenceHigh, emphasizing 'multiple growth engines delivering value'.

Growth

Consolidated PAT rose 34% to Rs 5,455 cr; Revenue grew 28% to Rs 58,188 cr. RoE reached 23%.

Outlook

Plans to double SUV capacity, launch NU_IQ portfolio, and scale Real Estate GDV to 50K cr in 3 years.

Risks

Commodity inflation of 400-500 bps in Auto/Farm sectors; Turkey operations partially offset Farm segment volumes.

Source

Investor Presentation filed with BSE, NSE: M&M. Summary written with AI assistance from the document.

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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

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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.

Value
₹34.74 Cr
14:28 IST BSE
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
₹510.6 Cr
11:01 IST BSE
Board Meeting Date

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.

22:40 IST BSE
Employee Stock Options

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.

16:15 IST NSE
Other Announcement

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.