M&MNSEMahindra & Mahindra Limited· Automobiles - 4 WheelersMediumNeutral
Announced Mon, 5 May · 19:45 IST

Mahindra & Mahindra Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

M&M · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Mahindra & Mahindra shared its Q4 FY25 earnings presentation with analysts and investors, reporting strong full-year results. F25 consolidated revenue grew 14% to Rs 1,59,211 crore while consolidated PAT rose 20% (excluding KG Mobility impact) to Rs 13,167 crore. Standalone M&M revenue grew 17% to Rs 1,18,625 crore with PAT up 17% to Rs 12,093 crore. Auto segment posted SUV volumes up 20% with revenue market share of 22.5% and PBIT margin of 9.5% (+110 bps). Farm segment volumes rose 12% with market share of 43.3% and PBIT margin of 18.4% (+210 bps). The BEV business (MEAL) turned EBITDA positive in Q4 and recorded 30,179 bookings on day 1 of XEV9e and BE6 launches. Company took Rs 654 crore write-off on international subsidiaries MAM and Sampo, with a strategic plan to return them to profit in 12-18 months. ROE stood at 18% with F25 ROCE at 45.2% (Auto) and 53.7% (Farm).

Likely market impact

Positive for shareholders — broad-based growth across Auto, Farm, Tech Mahindra and MMFSL with margin expansion, strong SUV and EV momentum, and clear capacity expansion plans through F28. Watch international farm subsidiaries for turnaround execution.