Update shared on 08 Nov 2025
Fair value Increased 2.64%Analysts have increased their price target for Mahindra & Mahindra from ₹3,891.31 to ₹3,993.94. They cite expectations of improved profit margins and a lower discount rate, even though revenue growth projections have been moderated.
What's in the News
- Mahindra has unveiled the XEV 9S, a purpose-built, all-electric 7-seater SUV designed on the INGLO platform for increased cabin space and performance (Product-Related Announcements).
- Embraer Defense & Security and Mahindra Group signed a Strategic Cooperation Agreement to advance the C-390 Millennium medium transport aircraft programme in India, aiming to establish the country as a manufacturing and support hub (Strategic Alliances).
- Mahindra introduced the BE 6 Batman Edition, a limited-run electric SUV inspired by The Dark Knight Trilogy, with unique design and features for collectors. Bookings open August 23 and deliveries start September 20, 2025 (Product-Related Announcements).
- Mahindra is taking steps to divest Finnish combine harvester maker Sampo Rosenlew Oy, focusing on core businesses and reallocating capital after Sampo's underperformance in target markets (M&A Rumors and Discussions).
- Upcoming Board Meetings are scheduled to consider major appointments and approve financial results, signaling ongoing governance activities (Board Meeting).
Valuation Changes
- Consensus Analyst Price Target: increased slightly from ₹3,891.31 to ₹3,993.94.
- Discount Rate: decreased from 20.94% to 19.65%.
- Revenue Growth: revised downward from 3.90% to 2.59%.
- Net Profit Margin: improved from 9.35% to 10.16%.
- Future P/E decreased from 43.30x to 39.28x.
Disclaimer
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