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

Mahindra & Mahindra Ltd. reported Q4 and FY25 with consolidated revenue up 14% and PAT rising 20%, led by strong Auto and Farm segment growth. SUV volumes surged 20% with market share at 22.5%, while Farm margins expanded to 18.4%. Mahindra Finance showed 17% asset growth with improved quality. Tech Mahindra grew strongly in Europe and APAC. EV bookings favor high-end packs, with gradual volume growth expected in mid/entry variants. Auto outlook is upbeat on market share gains and new launches in 2026. Strategic units like Accelo and Aerostructures are scaling well. Management expects mid-to-high teens growth, balancing confidence in product strength with cautious EV ramp-up.