Mahindra & Mahindra Limited has informed the Exchange about Investor Presentation
M&M · price
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Mahindra & Mahindra shared its Q2 F26 results in an analyst presentation, with consolidated PAT rising 28% to Rs 3,673 crore and revenue growing 22% to Rs 46,106 crore, delivering an annualized ROE of 19.4%. The Farm Equipment sector led the show with PAT up 54% on 32% volume growth and a record 43% market share, while Auto PAT grew 14% (impacted by GST transition) with SUV revenue market share gaining 390 bps to 25.7%. Subsidiaries performed strongly — Tech Mahindra PAT up 35% with EBIT margins expanding 250 bps to 12.1%, Mahindra Finance PAT up 45% with AUM up 13% and improving asset quality (GS3 at 3.9%), and Growth Gems (logistics, hospitality, real estate) delivered 22% PAT growth. The company highlighted the completion of the SML Isuzu acquisition, new e-SUV launches, and 70 lakh+ cumulative tractor production milestone.
The presentation reinforces M&M's strong, diversified growth story with broad-based margin expansion across Auto, Farm, and subsidiaries, which should support investor confidence and a positive stock view. Key positives include record market shares, improving profitability, and successful capital allocation, though Auto margins remain slightly diluted by e-SUV contract manufacturing ramp-up.