Mahindra & Mahindra Limited — Q2 FY25
M&M delivered a strong Q2 FY25 with consolidated PAT up 35% YoY to INR 3,171 crore, driven by broad-based strength across auto, farm, and services.
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q1 FY25
Mid-to-high teens SUV volume growth for FY25
Management reiterated expectation of mid-to-high teens growth in SUV volumes for FY25, supported by new launches and capacity.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q1 FY25
Tractor industry growth around 5% with upside potential
Management maintained ~5% tractor industry growth outlook but noted favorable factors (monsoons, government spending) could push higher.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q1 FY25
Logistics express business breakeven by end of Q2 FY25
Management committed to turning around the express logistics business to breakeven by the end of the current quarter.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1