Mahindra & Mahindra Limited — PPTs, 30-07-2025: Investor Presentation

Here is the financial summary:

**1. Financial Highlights:**

M&M's Q1 F26 was strong: Consolidated Revenue +22% to 45,529 Cr, PAT +24% to 4,083 Cr, ROE 20.6%. Auto PBIT margin 10.0% (ex-eSUV), Farm PBIT margin 19.8%. TechM EBIT margin 11.1%. BEV segment EBITDA was 111 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Growth gems show momentum. TechM's margin recovery on track ($809 Mn TCV wins), MMFSL's AUM grew 15% (asset quality maintained). Real Estate acquired 3,500 Cr GDV. Driving e-SUV penetration is key.

**3. Business Developments:**

Strong volume growth: SUVs +22%, Tractors +10%, LCVs <3.5T +4%. E-3W sales surged 20.3%. Farm Machinery revenue hit a new high of 309 Cr.

**4. Market Position & Competitive Advantage:**

Market leadership strengthened: SUV revenue MS 27.3% (+570 bps), Tractor MS 45.2% (+50 bps, highest-ever), LCV <3.5T MS 54.2%. Leads EV market (#1 E-SUV 44.3%, E-PV 40.9% revenue share).

**5. Investor Implications:**

Strong performance and market share gains signal positive growth potential. Focus on margin expansion and scaling growth gems should support long-term value.