M&MNSEMahindra & Mahindra Limited· Automobiles - 4 WheelersMediumNeutral
Announced Mon, 5 May · 14:57 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 and FY25 results with analysts on 5 May 2025. Consolidated revenue rose 14% to Rs 1,59,211 crore and PAT grew 20% to Rs 13,167 crore (excluding KG Mobility impact). Standalone revenue grew 17% to Rs 1,18,625 crore with PAT of Rs 12,093 crore. SUV revenue market share climbed to 22.5% (+210 bps), tractor market share hit a record 43.3% (+170 bps), and LCV <3.5T share reached 51.9%. Auto PBIT margin improved 110 bps to 9.5% and Farm PBIT margin rose 210 bps to 18.4%. The company took Rs 654 crore write-offs on its Japan (MAM) and Sampo subsidiaries to pivot away from underperforming international businesses. BEV unit MEAL turned EBITDA positive in its first quarter with Rs 2,196 crore revenue.

Likely market impact

Strong all-round performance with market share gains across SUV, tractor, and LCV segments plus margin expansion reinforces M&M's growth story. The international write-offs and capacity expansion plans (new Chakan platform, greenfield plant) signal management's focus on profitable growth, likely to be viewed positively by investors.