Mahindra & Mahindra Limited — PPTs, 30-07-2026: Investor Presentation

Mahindra & Mahindra reported a strong Q1FY27!

**Business Performance:** Consolidated Profit After Tax (PAT) jumped 34% YoY to Rs 5,455 Cr, with revenue up 28% to Rs 58,188 Cr. Annualized Return on Equity (ROE) hit 23%. Auto business PAT rose 21%, Farm sector PAT 15%, despite commodity inflation. Financial arm MMFSL saw PAT surge 78%, while TechM grew 28%. 'Growth gems' (Real Estate, Logistics) delivered a 3x PAT increase.

**Growth Drivers/Strategy:** Focus areas include doubling SUV capacity in 5 years, accelerating EV volumes with new launches, and MMFSL's diversification into Mortgage & SME. M&M is also heavily investing in AI to drive innovation and efficiency across its businesses.

**Recent Developments:** eSUV penetration reached 12%, securing #1 revenue market share for M&M in this segment. Real Estate added Rs 5.6K Cr in GDV (+60%), with residential pre-sales doubling. Logistics hit a new quarterly PAT record.

**Key Financial Metrics:**

* Revenue: Rs 58,188 Cr (+28% YoY)

* PAT: Rs 5,455 Cr (+34% YoY)

* ROE: 23%

**Management Outlook:** Management noted 'multiple growth engines delivering value in tough times,' emphasizing rural sector recovery and strategic AI deployment.