M&MNSEMahindra & Mahindra Limited· Automobiles - 4 WheelersMediumNeutral
Announced Tue, 5 May · 12:54 IST

Mahindra & Mahindra Limited has informed the Exchange about Press/Analyst Presentation being made today

Mgmt Guided Margin ImprovementAnalyst 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 14 horizons · vs prior close
+6.0%1-day move
₹3109.90
prior close
₹3112.00
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AI summary

Mahindra & Mahindra reported strong Q4 FY26 consolidated PAT of Rs 4,668 crore, up 42% YoY, with full year FY26 PAT at Rs 17,099 crore, up 35% YoY (excluding Rs 304 crore land sale gains). Revenue for FY26 grew 25% to Rs 1,98,639 crore. Auto segment delivered PAT of Rs 7,842 crore (up 33%) with margin expansion of 80 bps to 10.4%, while Farm posted PAT of Rs 4,298 crore (up 13%) with 150 bps margin improvement to 20.8%. TechM PAT grew 14% to Rs 1,342 crore and MMFSL PAT surged 60% to Rs 1,495 crore. The company maintained ROE at 20% with EPS of Rs 152. Management provided FY27 outlook expecting mid-single digit tractor industry growth, mid-to-high teen SUV volume growth for M&M, and high single-digit LCV growth.

Likely market impact

The strong execution across all business segments with margin improvements signals robust operational performance. FY27 guidance appears conservative but achievable, supporting continued earnings momentum. The multi-year targets across Auto, Farm, TechM and growth gems provide visibility on the company's growth roadmap.