ALFA Finder| Management target | Revenue FY31 |
|---|
| Revenue growth | 18% YoY for FY26; 13% for Q1FY27. |
|---|---|
| Margins | PAT margin expansion evident from 31% profit growth vs 18% revenue. |
| Demand visibility | Positive, driven by GST reforms, infra investment, and fleet modernization. |
| Management confidence | High; aiming for Top 3 in ILCV and 'Industry Leadership'. |
Growth
FY26 revenue grew 18% to ₹2,838 Cr; PAT rose 31% to ₹160 Cr. Q1FY27 revenue up 13%.
Outlook
Targeting ₹12,500 Cr business by FY31 with 20%+ market share by FY36. Focus on premium positioning and alternate fuels.
Risks
Integration complexities of two-brand strategy and intense competition in the HCV segment.
Last quarter's promises, checked
Delivered
- Integrated leadership team → common CEO/CFO/COO appointed (= BEAT)
- Service touchpoints expansion → 70/150 operational by Q4 (= BEAT)
- FY26 Revenue growth → 18% YoY growth (= BEAT)
Partly delivered
- Cargo market share → Annual gain of 20bps but Q4 standalone decline (= PARTIAL)
Investor Presentation filed with BSE, NSE: SMLMAH. Summary written with AI assistance from the document.
SML Mahindra Ltd: key numbers
- Share price
- ₹5,235.00
- Market cap
- ₹7,576 Cr
- Revenue (annual)
- ₹2,838 Cr
- Net profit (annual)
- ₹159.8 Cr
- P/E (TTM)
- 51.5×Sector 32.5×
- Promoter holding
- 58.97%+0.00% QoQ
- FII holding
- 3.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from SML Mahindra Ltd
All →SML Mahindra Capital Structure Change
Anandam Enterprises and persons acting in concert sold 10,000 SML Mahindra shares (0.0691%) on 06.11.2026 in an open-market sale. Holding fell from 8.8642% to 8.7951%.
SML Mahindra Fund Raise of ₹1,450 Cr
SML Mahindra announced a board-approved rights issue of fully paid-up equity shares at Rs. 10 face value for up to Rs. 1450 Crore. Terms, record date and regulatory approvals remain pending.
- Value
- ₹1,450 Cr
SML Mahindra Board Meeting Date
SML Mahindra intimated a Board meeting on 6 November 2026 to consider a fund raise via equity or other securities. No amount or mode is finalized.
SML Mahindra Business Update
SML Mahindra reported October 2026 sales of 1,065 vehicles, up 1% year-on-year. Passenger vehicle sales fell 3%, while cargo vehicles rose 5%.
SML Mahindra Q2 FY27 Results: Net Profit ₹11.7 Cr, Down 44.5% YoY
SML Mahindra Ltd reported revenue from operations of ₹669.8 Cr (+20.7% YoY) and net profit of ₹11.7 Cr (-44.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹11.7 Cr · -44.5% YoY
SML Mahindra Other Announcement
SML Mahindra Limited has updated the contact details of its Key Managerial Personnel authorized under SEBI Regulation 30(5), effective from 20th October, 2026.