Q1-FY25 · Q4 FY24
Auto volume growth mid-to-high teens in FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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MM / Q1-FY24 / promises
Measure what management said.
Mahindra & Mahindra · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q1-FY26 · Q4 FY25
SUV growth to outpace industry in FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
Tractor industry growth in high single digits for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
BEV delivery ramp-up to be gradual, focusing on customer experience
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
PLI certification expected by Q2 FY26, cumulative accrual then
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Auto capacity to reach 39,000 units per month by Q4 FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
ROE threshold of 18%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Mid-to-high teens SUV volume growth for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Tractor industry growth around 5% with upside potential
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Logistics express business breakeven by end of Q2 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
SUV volume growth guidance of mid-to-high teens for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
EV ramp-up to 5,000-6,000 units per month by festive season
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
New platform reveal on August 15 and Investor Day in November
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q3-FY24 · Q2 FY24
Auto production capacity to reach 49,000/month by March 2024
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Mahindra Finance credit cost target of 1.5%-1.7% for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
EV launches in early 2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Tractor industry growth raised to 10-12% for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
SUV industry growth maintained at mid-to-high teens
The current-quarter record did not contain enough evidence of delivery; the item remains delayed for follow-up.
delayed
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Q4-FY24 · Q3 FY24
Auto capacity to reach 49,000/month by Q4 FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY24 · Q3 FY24
Tractor industry Q4 FY24 decline of 10%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
Q4 Tractor Industry Growth >15%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
Full Year Tractor Industry Growth ~7%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
EV Monthly Volume Target 5,000 Units
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
Farm International Operations Review in Q4
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
Capacity addition of 5,000-6,000 ICE units by July-August 2026
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
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