| 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
- ₹6,825.50
- Market cap
- ₹9,878 Cr
- Revenue (annual)
- ₹2,838 Cr
- Net profit (annual)
- ₹159.8 Cr
- P/E (TTM)
- 63.1×Sector 33.6×
- Promoter holding
- 58.97%+0.00% QoQ
- FII holding
- 1.24%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 Annual General Meeting
SML Mahindra's shareholders approved the acquisition of Mahindra & Mahindra’s truck and bus division via a slump sale through a postal ballot.
SML Mahindra Q1 FY27 Results: Net Profit ₹63.6 Cr, Down 5.1% YoY
SML Mahindra Ltd reported revenue from operations of ₹957.5 Cr (+13.2% YoY) and net profit of ₹63.6 Cr (-5.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹63.6 Cr · -5.1% YoY