Mahindra & Mahindra Limited — Investor Meet, 08-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Mahindra & Mahindra reported a robust financial year, with Q4 PAT up 42% and FY26 PAT up 35%. This strong performance was fueled by Auto (+33% profit), Farm (+13% profit despite impairments), and Growth Gems (+50%). Full-year ROE reached 20%. The Auto sector saw 19% volume growth, achieving 9.6% EV penetration and a #1 revenue market share in EVs. The company plans 10 new ICE and 6 new BEVs by F31, with F27 SUV growth targeted at mid-to-high teens. The Farm business anticipates mid-single-digit growth. Management is confident in accelerating growth amidst market uncertainties, leveraging India's economic strength and increasing AI adoption for efficiency and enhanced customer experience.