Mahindra & Mahindra Ltd: Sells Last 3.58% Stake In CIE Automotive S.A For About EUR 126 Million, Resulting In No Remaining Holding In CIE Automotive S.A.

 14 May 2026 11:53 AM

Mahindra & Mahindra Ltd: Sells Last 3.58% Stake In CIE Automotive S.A For About EUR 126 Million, Resulting In No Remaining Holding In CIE Automotive S.A.

M&M: HSBC maintains a Buy on M&M with a Target Price of ₹4200, driven by expected mid-to-high teens growth in SUVs and mid-single digit tractor industry growth in FY27, a significantly expanded launch pipeline (including ICE SUVs, BEVs, and LCVs), while noting near-term risks from commodity prices and monsoon uncertainty.

 06 May 2026 09:09 AM

M&M: HSBC maintains a Buy on M&M with a Target Price of ₹4200, driven by expected mid-to-high teens growth in SUVs and mid-single digit tractor industry growth in FY27, a significantly expanded launch pipeline (including ICE SUVs, BEVs, and LCVs), while noting near-term risks from commodity prices and monsoon uncertainty.

M&M: Nomura maintains a Buy on M&M with a Target Price of ₹4580, supported by a strong SUV launch cycle across ICE/EVs improving growth visibility and driving market share gains, despite largely unchanged overall volumes, estimated SUV growth of ~14% in FY27/28 with capacity ramp-up, and moderated tractor growth outlook (0–5%) due to monsoon risks alongside near-term margin pressures.

 06 May 2026 09:09 AM

M&M: Nomura maintains a Buy on M&M with a Target Price of ₹4580, supported by a strong SUV launch cycle across ICE/EVs improving growth visibility and driving market share gains, despite largely unchanged overall volumes, estimated SUV growth of ~14% in FY27/28 with capacity ramp-up, and moderated tractor growth outlook (0–5%) due to monsoon risks alongside near-term margin pressures.

M&M: Jefferies maintains a Buy on M&M with a Target Price of ₹4000 (cut), supported by its 16th straight quarter of double-digit EBITDA growth (Q4 +19% YoY), strong auto volumes with improving EV margins and easing CAFE concerns, though offset by rising tractor downturn risks and FY27–28 EPS cuts (3–5%) with ~11% CAGR expected over FY26–28E before accelerating to 20% in FY29E.

 06 May 2026 09:09 AM

M&M: Jefferies maintains a Buy on M&M with a Target Price of ₹4000 (cut), supported by its 16th straight quarter of double-digit EBITDA growth (Q4 +19% YoY), strong auto volumes with improving EV margins and easing CAFE concerns, though offset by rising tractor downturn risks and FY27–28 EPS cuts (3–5%) with ~11% CAGR expected over FY26–28E before accelerating to 20% in FY29E.

M&M: CLSA maintains an Outperform on M&M with a Target Price of ₹4279, driven by its leadership in UVs (25.3% share, +260 bps YoY) supported by a strong and diversified portfolio and robust launch pipeline, with ~17% EBITDA CAGR expected over FY26–28 despite farm segment weakness, while factoring in muted ~7% earnings growth in FY27 due to raw material inflation and cautious tractor outlook amid El Niño risks, with normalization from FY28.

 06 May 2026 09:09 AM

M&M: CLSA maintains an Outperform on M&M with a Target Price of ₹4279, driven by its leadership in UVs (25.3% share, +260 bps YoY) supported by a strong and diversified portfolio and robust launch pipeline, with ~17% EBITDA CAGR expected over FY26–28 despite farm segment weakness, while factoring in muted ~7% earnings growth in FY27 due to raw material inflation and cautious tractor outlook amid El Niño risks, with normalization from FY28.

M&M: Goldman Sachs maintains a Buy on Mahindra & Mahindra with a Target Price of ₹4000 (maintained), driven by a Q4 beat, management’s guidance of mid- to high-teens SUV growth and high-single-digit LCV growth for FY27, reduced concerns on SUV growth sustainability, and improved EV profitability outlook aided by revised CAFÉ norms.

 06 May 2026 09:09 AM

M&M: Goldman Sachs maintains a Buy on Mahindra & Mahindra with a Target Price of ₹4000 (maintained), driven by a Q4 beat, management’s guidance of mid- to high-teens SUV growth and high-single-digit LCV growth for FY27, reduced concerns on SUV growth sustainability, and improved EV profitability outlook aided by revised CAFÉ norms.

M&M: States No Production Volumes Lost Due To Gas Shortage.

 05 May 2026 02:14 PM

M&M: States No Production Volumes Lost Due To Gas Shortage.

Mahindra & Mahindra: Co Exec Says To Add Operational Capacity Of 68,000 Units By End Of Fy27

 05 May 2026 01:48 PM

Mahindra & Mahindra: Co Exec Says To Add Operational Capacity Of 68,000 Units By End Of Fy27

M&M: Sees Mid Single-Digit Growth for Tractors, Contrary to Analysts' Expectations of Decline; SUVs Expected to Grow in Mid to High Teens, Indicating Strong Performance.

 05 May 2026 01:06 PM

M&M: Sees Mid Single-Digit Growth for Tractors, Contrary to Analysts' Expectations of Decline; SUVs Expected to Grow in Mid to High Teens, Indicating Strong Performance.

M&M: Fy27 Outlook - For Suvs - Mid To High Teen Growth Aspiration For Co In Fy27

 05 May 2026 12:55 PM

M&M: Fy27 Outlook - For Suvs - Mid To High Teen Growth Aspiration For Co In Fy27

M&M: Fy27 Outlook - For Suvs - Manufacturing Capacity Ramp Up On-track To Meet Volume Growth Aspiration.

 05 May 2026 12:56 PM

M&M: Fy27 Outlook - For Suvs - Manufacturing Capacity Ramp Up On-track To Meet Volume Growth Aspiration.

M&M: Expects High Single-Digit Growth For LCV Industry In FY27

 05 May 2026 12:57 PM

M&M: Expects High Single-Digit Growth For LCV Industry In FY27

M&M: Predicts Mid Single-Digit Growth For Tractor Industry In FY27

 05 May 2026 12:57 PM

M&M: Predicts Mid Single-Digit Growth For Tractor Industry In FY27

MAHINDRA & MAHINDRA: Q4 SL NET PROFIT 37.4B RUPEES VS 24.4B (YOY); EST 35.24B

 05 May 2026 12:21 PM

MAHINDRA & MAHINDRA: Q4 SL NET PROFIT 37.4B RUPEES VS 24.4B (YOY); EST 35.24B

MAHINDRA & MAHINDRA: Q4 REVENUE 395B RUPEES VS 314B (YOY); EST 378.2B

 05 May 2026 12:24 PM

MAHINDRA & MAHINDRA: Q4 REVENUE 395B RUPEES VS 314B (YOY); EST 378.2B

MAHINDRA & MAHINDRA: Q4 EBITDA 55.1B RUPEES VS 42.2B (YOY); EST 54B || Q4 EBITDA MARGIN 13.9% VS 13.4% (YOY); EST 14.3%

 05 May 2026 12:24 PM

MAHINDRA & MAHINDRA: Q4 EBITDA 55.1B RUPEES VS 42.2B (YOY); EST 54B || Q4 EBITDA MARGIN 13.9% VS 13.4% (YOY); EST 14.3%

MAHINDRA & MAHINDRA: BOARD RECOMMENDED DIVIDEND OF 33 RUPEES PER SHARE

 05 May 2026 12:25 PM

MAHINDRA & MAHINDRA: BOARD RECOMMENDED DIVIDEND OF 33 RUPEES PER SHARE

Mahindra & Mahindra: Executes New Deal With Manulife, Manulife Transfers Joint Venture Rights And Obligations.

 24 Apr 2026 01:05 PM

Mahindra & Mahindra: Executes New Deal With Manulife, Manulife Transfers Joint Venture Rights And Obligations.

Mahindra & Mahindra: Nomura on Mahindra & Mahindra Buy with Target Price ₹4,662 as SML growth remains on track despite cost-led margin pressure, with FY27 price hikes, 10–12% medium-term market share target via product expansion, new launches including AC buses and ambulances, entry into ICV segment, and planned EV rollout with e-bus launch in FY27E.

 21 Apr 2026 09:09 AM

Mahindra & Mahindra: Nomura on Mahindra & Mahindra Buy with Target Price ₹4,662 as SML growth remains on track despite cost-led margin pressure, with FY27 price hikes, 10–12% medium-term market share target via product expansion, new launches including AC buses and ambulances, entry into ICV segment, and planned EV rollout with e-bus launch in FY27E.

Mahindra & Mahindra Limited: Morgan Stanley maintains Overweight with Target Price ₹3,919 (cut from ₹4,358), citing near-term margin pressure from cost inflation, supply-chain risks and tighter regulations in 1QFY27, while conviction in volume upcycle and gradual cost pass-through supports a positive long-term industry outlook.

 17 Apr 2026 09:05 AM

Mahindra & Mahindra Limited: Morgan Stanley maintains Overweight with Target Price ₹3,919 (cut from ₹4,358), citing near-term margin pressure from cost inflation, supply-chain risks and tighter regulations in 1QFY27, while conviction in volume upcycle and gradual cost pass-through supports a positive long-term industry outlook.