Mahindra & Mahindra Limited has informed the Exchange about Transcript of M&M Analyst Meet Q4F26
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Mahindra & Mahindra held its Q4 FY26 analyst meet on May 5, 2026, reporting strong results with Q4 PAT up 42% and full-year PAT up 35% YoY. Auto segment delivered profit growth of 33% with 80 bps margin expansion, while Farm profit grew 13% (36% ex-impairments) with 150 bps margin improvement despite ₹1,400 crore in charges from exiting international subsidiaries. Management highlighted AI initiatives with F27 targets of ₹4,100 crore revenue from AI projects, 2-3% improvement in customer satisfaction, and 10% reduction in product development time. Mahindra Finance delivered 60% profit growth with GS3 at 3.41%. The company disclosed detailed multi-year targets to F31: Auto revenue 8x, Farm 3x, TechM 1.5-2x, Mahindra Finance AUM 5x. F27 outlook: tractors mid-single digit (~5%), SUVs mid-to-high teens, LCVs high single digits.
Mahindra delivered its best performance in years with broad-based growth across all segments, setting ambitious multi-year targets and positioning AI as a key growth driver. The strong execution and detailed roadmap signal confidence in sustaining growth momentum despite macroeconomic uncertainty.