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**1. Financial Highlights:**
Consolidated Q1 revenue grew 22% to ₹45,529 Cr, with PAT up 24% to ₹4,083 Cr; annualized ROE hit 20.6%. Auto (excl eSUV) PBIT margin held at 10.0%, Farm PBIT reached 19.8%. TechM's EBIT margin was 11.1%; MMFSL's AUM expanded 15%. Growth Gems PAT surged 116%.
**2. Strategic Initiatives & Growth Drivers:**
TechM aims for 15% EBIT margin by F27, fueled by strong deal wins. MMFSL is enhancing controls. Growth Gems include Real Estate's 3.5K GDV acquisitions and new project launches; Susten commissioned 70 MWp.
**3. Business Developments:**
First re-development project launched in Mumbai. Logistics secured multiple deal closures and 3PL partnerships. The BEV segment progressed with ₹3,068 Cr revenue and ₹111 Cr EBITDA, indicating growing EV momentum.
**4. Market Position & Competitive Advantage:**
Farm equipment market leadership maintained at 45.2% share (highest ever). Secured #1 SUV Revenue Market Share (27.3%) and #1 LCV <3.5T volume share (54.2%). Also leads EV Revenue Market Share for E-SUV (44.3%) and E-PV (40.9%), plus E-3W.
**5. Investor Implications:**
Consistent growth across core auto and farm businesses, coupled with market share gains, signals positive growth potential. Focus on TechM's margin recovery and Growth Gems' expansion present key value drivers.