Mahindra & Mahindra Limited — PPTs, 04-11-2025: Investor Presentation

Mahindra & Mahindra delivered a robust Q2, with consolidated revenue climbing 22% to 46,106 Cr and PAT (adjusted) surging 28% to 3,673 Cr. Farm sector led the charge with 54% PAT growth, alongside strong performances from Auto (+14% PAT), Mahindra Finance (+45% PAT), and Tech Mahindra (+35% PAT).

Key growth drivers include market leadership in Farm (43% share) and Auto SUVs (25.7% revenue share), plus a strong showing in LCVs (53.2% volume share). E-SUV penetration hit 8.7%, positioning M&M as #1 in EV revenue market share. Digital transformation is a focus for MMFSL, while TechM boosts AI efforts. Real Estate also expanded with 1,700 Cr GDV acquisition.

Recent highlights include Auto export volume up 40%, record Farm machinery revenue growth, and teasers for upcoming electric vehicle launches. H1 EPS grew to Rs 69.0, and annualized ROE improved to 19.4%. Management emphasizes consistent performance, expanding in EVs and real estate, and digital innovation.