Mahindra & Mahindra Ltd (M&M) has reported robust Q4 FY25 financial performance, beating revenue expectations while keeping profitability near market estimates. The company also announced a ₹25.3 per share dividend, affirming its shareholder return commitment. Here's a detailed analysis:
Dividend Announcement
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M&M announced a ₹25.3 per share dividend, indicating robust financial health.
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The dividend is in line with regular payout policies, rewarding shareholders.
Revenue Performance
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Q4 revenue from operations: ₹313.53 billion, higher than IBES estimate of ₹301.38 billion.
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Growth is led by strong demand in SUVs, tractors, and electric vehicles (EVs).
Profitability & Market Expectations
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Q4 profit after tax (PAT): ₹24.37 billion, modestly below IBES estimate of ₹25.23 billion.
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Margins were stable, aided by cost rationalization and premium product mix.
SUV & EV Segment Growth
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M&M's sales of SUVs picked up, leading the Indian auto industry.
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The EV expansion strategy of the company keeps picking up steam.
Future Outlook & Expansion Plans
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M&M continues to expand its EV portfolio, with new products scheduled for launches in FY26.
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The company is optimistic about rural demand, which is supporting its tractor business.
This impressive financial performance proves the resilience of Mahindra & Mahindra and cements its status as a market leader.
Sources: ICICI Direct, JETIR Research