M&MNSEMahindra & Mahindra Limited· Automobiles - 4 WheelersMediumNeutral
Announced Wed, 30 Jul · 23:06 IST

Mahindra & Mahindra Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor 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 Q1 FY26 (quarter ended June 30, 2025) earnings presentation covering consolidated and standalone results. Consolidated PAT grew 24% year-on-year to Rs 4,083 crore on revenue of Rs 45,529 crore (up 22%), with annualised ROE of 20.6%. The Auto segment posted SUV revenue market share of 27.3% (up 570 bps) and maintained 10% PBIT margin (excluding e-SUV contract manufacturing), while the Farm segment hit a record 45.2% market share with 19.8% standalone PBIT margin. Tech Mahindra EBIT margin recovered to 11.1% with a stated F27 target of 15%, TCV at $809 million (up 51% YoY), and MMFSL AUM grew 15% with stable GS3 of 3.8%.

Likely market impact

Strong broad-based execution across core Auto and Farm businesses, with notable market share gains and margin stability. The Tech Mahindra margin recovery roadmap and growth in growth gems businesses reinforce a positive earnings outlook, likely to be viewed favourably by investors.