Mahindra & Mahindra Limited — Investor Meet, 09-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Mahindra & Mahindra has announced a board meeting to consider the financial results for the quarter and half-year. Revenue rose 14%, driven by 19% auto and 6% farm segment growth. Auto profit jumped 25% with 20% SUV volume growth and market share at 22.5%. Electric SUVs led in revenue share despite premium pricing, with plans for more affordable variants. Farm business gained market share to 43.3%, but international losses weigh on consolidated profits. Growth areas include Hospitality, Logistics, Real Estate, Susten, Last Mile Mobility (~₹3,000 Cr revenue), and Trucks/Buses. Management focuses on disciplined execution, strong product portfolios, and EV differentiation through advanced features and dealer reach. Supply risks from rare earth metals are actively mitigated. Analyst queries centered on EV margin impact and tractor market share gains. Overall, the outlook is confident with emphasis on quality growth and margin improvement.