Nifty India Consumption News and Updates

Name: Latest research reports of Mahindra & Mahindra Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: Mahindra & Mahindra Ltd.
Rating: 5
Author: ICICI Securities Limited

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Mahindra & Mahindra Ltd.

05 May 2025

2982.10

-1.68%

to see Rapid results content

Godrej Consumer Products Ltd.

05 May 2025

1242.10

0.12%

Godrej Consumer Products Q4 Results: Date, Interim Dividend Details And Investor Meet Schedule

NDTV Profit

Godrej Consumer Products will hold an investor meet on May 7 to discuss its financial results for the quarter and the financial year ended March 31, 2025.

Godrej Consumer Products Ltd. is trading below its 200 day SMA of 1243.7

Mahindra & Mahindra Ltd.

05 May 2025

2982.10

-1.68%

Robust performance; strong growth outlook intact

Buy: Mahindra & Mahindra Ltd.

Target

ICICI Securities Limited

Mahindra & Mahindra’s (M&M) EBITDA margin, at 14.9%, was up ~30bps QoQ (I-Sec est.: 14.3%). Beat in margin was led by FES segment with EBIT margin up 130bps QoQ to 19.4% (I-Sec est.: 17.3%). Auto segment’s EBIT margin was down 50bps QoQ at 9.2%, in-line with our estimate.

Mahindra & Mahindra Ltd. has gained 18.17% in the last 1 Month

Indian Hotels Company Ltd.

05 May 2025

718.75

-4.17%

Ending FY25 on strong footing; outlook remains positive

Buy: Indian Hotels Company Ltd.

Target

Motilal Oswal

Indian Hotels (IH) reported strong consolidated revenue growth of 27% YoY in 4QFY25, led by healthy RevPAR growth of 16% (ARR up 14% and OR up 100bp YoY) in its standalone business. Like-for-like consol hotel revenue/TajSats growth stood at ~13% each YoY. Management contract revenue rose 10% YoY to INR1.6b.

Number of FII/FPI investors increased from 1006 to 1057 in Mar 2025 qtr.

Mahindra & Mahindra Ltd.

05 May 2025

2982.10

-1.68%

FES performance impresses; drives margin beat

Buy: Mahindra & Mahindra Ltd.

Target

Motilal Oswal

MM reported a better-than-expected operating performance in 4QFY25, led by a strong margin beat in the FES segment (at 19.4% vs 17.3% estimated). The QoQ margin improvement was particularly commendable as it came in a seasonally weak quarter.

BOB Capital Markets Ltd. released a Buy report for Mahindra & Mahindra Ltd. with a price target of 3689.0 on 06 May, 2025.

Avenue Supermarts Ltd.

05 May 2025

3972.40

-0.05%

Result Update:Avenue Super.

Buy: Avenue Supermarts Ltd.

Recommendation Target

Axis Direct

With a 17% upside from the CMP, we maintain a BUY rating on the stock.

Axis Direct upgraded Avenue Supermarts Ltd. to Buy with a price target of 4770.0 on 05 May, 2025.

Maruti Suzuki India Ltd.

04 May 2025

12250.00

-1.15%

Maruti Suzuki Making Production Lines Flexible To Roll Out Both ICE, EV Models

NDTV Profit

The country's largest carmaker is looking to add another 20 lakh units-production capacity by 2030-31 with about 28 different models in the market.

Maruti Suzuki India Ltd. is trading above all available SMAs

Maruti Suzuki making production lines flexible to roll out ICE, EV models

Business Standard | 04 May 2025

Bharti Airtel Ltd.

04 May 2025

1848.40

-1.41%

Bharti Airtel, Tata Group call off talks for merger of DTH business

Business Line

Airtel said that the two parties were not able to find a satisfactory resolution.

Bharti Airtel Ltd. has gained 43.44% in the last 1 Year

Bharti Airtel, Tata Group call off discussions for merger of DTH business

Business Standard | 04 May 2025

Avenue Supermarts Ltd.

04 May 2025

3972.40

-0.05%

Intensified competition and rising COR lead to the miss

Buy: Avenue Supermarts Ltd.

Target

Motilal Oswal

Avenue Supermarts (DMART) posted weak results in 4QFY25 as standalone EBITDA inched up 4% YoY (9% miss) due to weaker gross margin (GM; -25bp YoY) and higher cost of retailing (CoR; opex up 12% YoY on a per sqft basis).