Mahindra & Mahindra Limited — PPTs, 28-04-2025: Investor Presentation

Mahindra & Mahindra Ltd. has made significant strides through recent strategic initiatives, including the acquisition of a 59% stake in SML from Sumitomo and Isuzu at ₹650 per share, totaling ₹555 Cr, alongside an open offer for up to 26% at ₹1554.6 per share, worth up to ₹585 Cr. This acquisition aims to strengthen Mahindra's market position, particularly in the commercial vehicle segment, with aspirations to achieve a 10-12% market share in FY31 and over 20% in FY36.

The company reported robust revenue figures, maintaining a revenue market share of 23% in key segments. The combined operations of Mahindra Truck & Bus and SML are expected to enhance scale, optimize manufacturing capabilities, and streamline supply chains, setting the stage for significant growth and a target EBITDA improvement. The strategic alignment is poised to unlock additional value through competitive pricing and enhanced customer service, marking a positive outlook for investors with potential growth opportunities in the evolving market landscape.