Executive Summary
The India BSE AUTO sector filings highlight the onset of Q4FY26 and FY26 earnings season, with Hero MotoCorp and Mahindra & Mahindra (M&M) reporting robust YoY growth: Hero's FY26 revenue +14.9% to ₹46,830 Cr and volumes +9.7% to 64.69L units, M&M's FY26 revenue +24.6-25% to ~₹1,98,000 Cr and PAT +32-35% to ~₹17,000-18,600 Cr, driven by automotive strength and market share gains in SUVs (25.3%, +260bps), LCVs (52.3%, +60bps), and tractors (43.6%, +30bps). Both companies hiked dividends (Hero ₹75/share + from prior, M&M ₹33/share +30%), signaling strong capital returns amid sector recovery. However, M&M showed QoQ softness in Farm Equipment (-12.9% revenue to ₹10,022 Cr, -19% segment results) and Industrial Businesses (-37.6% to ₹458 Cr), contrasting YoY gains. Upcoming board meetings and earnings calls (Tata Motors May 13, TVS May 13, Apollo May 14/15, Samvardhana May 20) cluster as near-term catalysts, with neutral sentiment dominating pre-results announcements. No insider trading or M&A activity noted; portfolio-level theme of YoY acceleration (avg ~20% revenue growth in reporters) vs isolated QoQ declines points to cyclical auto rebound, favoring leaders like M&M/Hero for positioning ahead of sector earnings.
Tracking the trend? Catch up on the prior BSE Auto Sector Regulatory Filings digest from April 28, 2026.
Investment Signals(10)
- Hero MotoCorp↓(BULLISH)▲
FY26 revenue +14.9% YoY to ₹46,830 Cr, Q4 +28.8% to ₹12,797 Cr, volumes +9.7% FY/+24.1% Q4 to 64.69L/17.14L units; final dividend ₹75/share (3750% on ₹2 FV), record date Jul 24
- Mahindra & Mahindra↓(BULLISH)▲
FY26 revenue +24.6% YoY to ₹1,97,793 Cr, PAT +32.3% to ₹18,622 Cr; Automotive +29.5-29.7% to ₹1,17,834 Cr; final dividend +30% to ₹33/share (660% on ₹5 FV), record date Jul 3
- Mahindra & Mahindra↓(BULLISH)▲
SUV mkt share 25.3% FY26 (+260bps YoY), Q4 24.5% (+60bps); LCV<3.5T 52.3% (+60bps), Tractors 43.6% (+30bps); Auto PAT +33% to ₹7,842 Cr, volumes +19% w/ +80bps margins
- Hero MotoCorp↓(BULLISH)▲
Board re-approvals for key leadership (Dr. Pawan Munjal as Exec Chairman 5yrs from Oct 1, Suman Kant Munjal as Director) signal continuity post-strong results
- Mahindra & Mahindra↓(BULLISH)▲
Group ROE 20%, TechM TCV +42% to $3,794mn, EBIT margin +290bps to 12.6%; MMFSL PAT (M&M share) +60% to ₹1,495 Cr despite GS3 -27bps to 3.41%
- Mahindra & Mahindra↓(BULLISH)▲
Farm PAT +13% FY26 to ₹4,298 Cr on +24% volumes despite international offsets and Q4 QoQ declines, maintaining tractor mkt share 43.6% (+30bps)
- Hero MotoCorp↓(BULLISH)▲
Q4 revenue +28.8% YoY and volumes +24.1% outperform sector peers' implied trends, with FY dividend policy intact
- Mahindra & Mahindra↓(BULLISH)▲
FY26 EPS +32.2% to ₹153.10 (standalone PAT +32.2% to ₹17,099 Cr); outperforms Hero's volume growth on revenue/PAT metrics
- Mahindra & Mahindra↓(NEUTRAL-BULLISH)▲
Related party transactions ₹7,069 Cr to Mahindra Electric (largest), all pre-approved, no loans/deposits signaling clean group structure
- UNO Minda↓(NEUTRAL)▲
Clarified exploratory talks w/ TCL on potential investment/collaboration (no binding agreement), maintaining transparency
Risk Flags(8)
- Mahindra & Mahindra/Farm Equipment↓[HIGH RISK]▼
Q4 revenue -12.9% QoQ to ₹10,022 Cr (from ₹11,501 Cr Q3), segment results -19% QoQ to ₹1,016 Cr; FY PAT +13% offset by international weakness
- Mahindra & Mahindra/Industrial Businesses↓[MEDIUM RISK]▼
Q4 segment results -37.6% QoQ to ₹458 Cr, highlighting cyclical softness post-YoY gains
- Mahindra & Mahindra/Farm Q4 PAT↓[MEDIUM RISK]▼
+1% YoY only, with QoQ PBIT/revenue declines amid +24% FY volumes, signaling seasonal/international pressures
- Apollo Tyres/Trading Window↓[LOW RISK]▼
Closed until May 16 post-board meeting May 14, restricting insider activity amid earnings anticipation
- TVS Motor/Trading Window↓[LOW RISK]▼
Closed Apr 1-May 15 around May 13 board for FY26 results, potential for volatility
- Tata Motors CV/Upcoming Call[MEDIUM RISK]▼
No results yet, but call May 13 w/ MD/CFO; prior periods not detailed, watch for CV weakness
- UNO Minda/Rumour↓[LOW RISK]▼
Economic Times report on TCL 51% stake talks clarified as exploratory/non-binding, but monitors M&A speculation
- Mahindra & Mahindra/MMFSL↓[MEDIUM RISK]▼
GS3 -27bps QoQ to 3.41% despite PAT +60%, potential credit cost risks in auto financing
Opportunities(9)
- Hero MotoCorp/Dividend Play↓(OPPORTUNITY)◆
₹75 final dividend (record Jul 24, AGM Aug 5) + strong Q4 volumes +24.1% YoY positions for yield capture and re-rating
- Mahindra & Mahindra/Market Share Gains↓(OPPORTUNITY)◆
#1 in SUVs/LCVs/Tractors/3W EVs; Auto volumes +19%, margins +80bps; trade ahead of Jul 30 AGM
- M&M Auto Segment(OPPORTUNITY)◆
PAT +33% FY26 to ₹7,842 Cr on 29% revenue growth; undervalued vs peers on ROE 20% and share gains
- Hero MotoCorp/Leadership Stability↓(OPPORTUNITY)◆
Re-appointments approved, post +14.9% FY revenue; catalyst for premium valuation
- Mahindra & Mahindra/Services & Tech↓(OPPORTUNITY)◆
Services PAT +54% to ₹4,960 Cr, TechM +14% PAT w/ +290bps margins; diversified growth beyond auto
- Apollo Tyres/Earnings Catalyst↓(OPPORTUNITY)◆
Board May 14 for FY26 results + dividend rec, call May 15; potential beat on tyre demand recovery
- Tata Motors PV/Earnings Call(OPPORTUNITY)◆
May 14 call w/ JLR mgmt; watch for EV/PV updates post-CV call May 13
- TVS Motor/Results↓(OPPORTUNITY)◆
May 13 board for FY26 audited results; two-wheeler volumes likely strong mirroring Hero's +9.7%
- Samvardhana Motherson/Results + Presentation↓(OPPORTUNITY)◆
May 20 board + same-day presentation; auto ancillary tailwinds from OEM growth
Sector Themes(6)
- Earnings Season Kickoff◆
8/22 filings on upcoming boards/calls (Tata May 13, TVS/Apollo May 13-15, Samvardhana May 20); cluster creates volatility but alpha from beats like Hero/M&M's 15-25% YoY revenue [IMPLICATION: Position in leaders pre-calls]
- Strong YoY Growth w/ QoQ Softness◆
Reporters (Hero/M&M) avg +20% FY revenue YoY (Hero 14.9%, M&M 24.6%), volumes +10-20%; but M&M Farm -13% QoQ signals rural/auto cyclicality [IMPLICATION: Favor OEMs over ancillaries/farm]
- Dividend Hikes as Capital Return◆
Hero ₹75 (+implied YoY), M&M +30% to ₹33; 2/2 reporters increased payouts amid PAT +32% avg [IMPLICATION: Attractive yields ~2-3%, buy on dips for Jul record dates]
- Market Share Consolidation◆
M&M gains +30-260bps in SUVs/LCVs/Tractors; Hero volumes +9.7% implies 2W strength; sector leaders pulling away [IMPLICATION: Rotate to top-tier like M&M/Hero vs laggards]
- Neutral Pre-Results Sentiment◆
16/22 neutral/mixed; positive only on results (Hero/M&M); no insider trades/pledges noted across filings [IMPLICATION: Low conviction until calls, watch mgmt tone]
- Trading Windows Closed◆
4 companies (TVS/Apollo/M&M implied) till mid-May, limiting insider signals but forcing focus on results [IMPLICATION: Post-results insider activity key monitor]
Watch List(8)
- Tata Motors CV/Earnings Call👁
May 13 6:30PM IST w/ MD Girish Wagh/CFO; results upload post-BSE/NSE, webcast for Q&A [Watch for CV volumes vs M&M]
May 13 for FY26 audited results; trading window closes May 15 [Monitor 2W volumes vs Hero +9.7%]
May 14 board (results/dividend), May 15 4PM call; window to May 16 [Tyre margins post-QoQ trends]
- Tata Motors PV/Earnings Call👁
May 14 6:30PM w/ JLR mgmt (Chandra/Balaji); EV/JLR updates [Passenger vs Hero/M&M]
May 20 for FY26 results + dividend + presentation [Ancillary growth tailwinds]
Aug 5 (record Jul 24 dividend); post-results leadership approvals [Dividend execution]
Jul 30 (record Jul 3 dividend, book closure Jul 4-30); RPT approvals [Farm recovery guidance]
London May 21-22, Nomura Jun 2-3; post-rumour clarity [Strategic collab updates]
Filing Analyses(22)
05-05-2026
Tata Motors Limited (formerly TML Commercial Vehicles Limited) has announced an investor/analyst conference call on Wednesday, May 13, 2026, at 6:30 PM IST to discuss financial results and operations for Q4FY26 (quarter ended March 31, 2026). The call will feature Senior Management including Mr. Girish Wagh (MD & CEO) and Mr. GV Ramanan (CFO), with live webcast access available. Results and Investor Presentation will be uploaded to https://cv.tatamotors.com/quarterly-results shortly after dissemination to stock exchanges.
- ·Conference call timings in other time zones: 9:00 PM to 10:00 PM HK/Singapore, 2:00 PM to 3:00 PM London UK, 9:00 AM to 10:00 AM New York US, 3:00 PM to 4:00 PM Central Europe.
- ·Access via live webcast link (active only during call duration) for listening and Q&A text box.
- ·Pursuant to Regulation 30 read with Schedule III of Part A of Para A of SEBI (LODR) Regulations, 2015.
05-05-2026
TVS Motor Company Limited announced a board meeting scheduled for May 13, 2026, to consider and approve the annual audited financial results (standalone and consolidated) for the year ended March 31, 2026. This intimation complies with Regulation 29(1) and 50(1) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The trading window for designated persons remains closed from April 1, 2026, to May 15, 2026.
- ·Scrip codes: 532343 (BSE), TVSMOTOR (NSE), 717506 NCRPS (BSE), TVSMNCRPS (NSE)
- ·Website: www.tvsmotor.com
- ·CIN: L35921TN1992PLC022845
05-05-2026
Apollo Tyres Ltd informed stock exchanges that a Board of Directors meeting is scheduled for May 14, 2026, to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to recommend dividend, if any, on equity shares. The trading window for dealing in company securities remains closed from April 1, 2026, until May 16, 2026.
- ·Trading window closed till 48 hours after declaration of audited financial results, i.e., up to May 16, 2026 (both days inclusive)
- ·Reference to prior communication dated March 30, 2026, on trading window closure from April 1, 2026
05-05-2026
Apollo Tyres Limited has informed stock exchanges about a scheduled conference call for analysts and investors on May 15, 2026, at 04:00 PM IST to discuss the company's Q4FY26 financial and operational performance, pursuant to SEBI (LODR) Regulations 30(6) and 46(2). The call is subject to potential changes due to exigencies, and its transcript will be submitted to BSE and NSE and uploaded to www.apollotyres.com. No financial metrics or performance details were disclosed in this intimation.
- ·Registered Office: 3rd Floor, Areekal Mansion, Panampilly Nagar, Kochi 682036, India
- ·CIN: L25111KL1972PLC002449
- ·Contact: Tel No. +91 484 4012046, Fax No. +91 484 4012048, Email: investors@apollotyres.com
05-05-2026
Mahindra & Mahindra Limited disclosed related party transactions for the half year ended March 31, 2026, pursuant to Regulation 23(9) of SEBI LODR, primarily involving sales of goods/services to subsidiaries and associates, with the largest transaction being ₹7,069.16 Crores to Mahindra Electric Automobile Limited. Other significant sales include ₹873.88 Crores to Mahindra & Mahindra South Africa (Proprietary) Limited and ₹642.73 Crores to Mahindra Last Mile Mobility Limited, while minor negative values such as -₹0.03 Crores to Mahindra MSTC Recycling Private Limited and -₹0.29 Crores to Mahindra TEQO Private Limited indicate possible adjustments or returns. All transactions were pre-approved by the Audit Committee, with no loans, inter-corporate deposits, advances, or investments reported.
- ·Disclosure covers half year ended March 31, 2026, filed on May 5, 2026
- ·No details on loans, inter-corporate deposits, advances, or investments; only sales/purchases of goods/services and fixed assets
- ·Transactions with subsidiaries, associates (including subsidiaries of associates), and related parties of subsidiaries
- ·Submitted to NSE, BSE, Luxembourg Stock Exchange, and London Stock Exchange
- ·All transactions approved by Audit Committee prior to execution; no ratification needed
05-05-2026
Uno Minda Limited clarified a May 05, 2026 Economic Times report titled 'China's TCL in Talks with Local Cos to Sell 51% in Indian Plant' mentioning the company. It stated that the Group routinely evaluates strategic opportunities like investments and collaborations, which remain exploratory and non-binding without a definitive agreement and Board approvals. The company committed to disclosing any material developments per SEBI (LODR) Regulations, 2015.
05-05-2026
Hero MotoCorp's Board approved audited standalone and consolidated financial results for FY26 ended March 31, 2026, showing revenue from operations of ₹46,830.14 Cr (up 14.9% YoY from ₹40,756.37 Cr) and two-wheeler sales volume of 64.69 Lakhs (up 9.7% YoY from 58.99 Lakhs), with Q4 FY26 revenue at ₹12,796.53 Cr (up 28.8% YoY) and sales at 17.14 Lakhs (up 24.1% YoY). The Board recommended a final dividend of ₹75 per share (3750% on face value of ₹2), subject to approval at the 43rd AGM on August 5, 2026, with record date July 24, 2026. Re-appointments of Dr. Pawan Munjal as Executive Chairman and Mr. Suman Kant Munjal as Director were approved, subject to shareholder approval.
- ·Record date for final dividend: Friday, July 24, 2026.
- ·43rd AGM scheduled for Wednesday, August 05, 2026.
- ·Dividend payment to be completed within 30 days of declaration at AGM.
- ·Board meeting held on May 5, 2026, from 03:00 p.m. to 06:35 p.m.
- ·Auditor's report confirms unmodified opinion and true and fair view.
05-05-2026
Hero MotoCorp's Board approved the audited standalone and consolidated financial results for the quarter and FY ended March 31, 2026 (details enclosed), and recommended a final dividend of ₹75 per share (3,750% on face value of ₹2 per share), subject to approval at the 43rd AGM on August 5, 2026. The Board also approved re-appointment of Dr. Pawan Munjal as Executive Chairman for 5 years from October 1, 2026, and Mr. Suman Kant Munjal as Director, both subject to shareholder approval. Record date for dividend entitlement is July 24, 2026, with payment within 30 days of AGM declaration.
- ·Board meeting held on May 5, 2026, commenced at 03:00 p.m. and concluded at 06:35 p.m.
- ·43rd AGM scheduled for Wednesday, August 5, 2026.
05-05-2026
Samvardhana Motherson International Limited has informed stock exchanges that a Board of Directors meeting is scheduled for Wednesday, May 20, 2026, to consider and approve audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, and to recommend final dividend, if any. A presentation on the audited financial results will be made on the same day after the meeting. This intimation is pursuant to Regulation 29 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
- ·Stock symbol: MOTHERSON (NSE), Scrip Code: 517334 (BSE)
- ·CIN No.: L35106MH1986PLC284510
- ·Company Head Office: C-14 A & B, Sector 1, Noida – 201301, Distt. Gautam Budh Nagar, U.P., India
- ·Registered Office: Unit – 705, C Wing, ONE BKC, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400051
05-05-2026
The Board of Hero MotoCorp Limited approved the audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026, along with a press release. They recommended a final dividend of ₹75 per share (3,750% on face value of ₹2 per share), subject to approval at the 43rd AGM on August 05, 2026. Additionally, the Board approved re-appointments of Dr. Pawan Munjal as Executive Chairman and Mr. Suman Kant Munjal as Director, and fixed the record date for dividend as July 24, 2026.
- ·Board meeting held on May 5, 2026, from 03:00 p.m. to 06:35 p.m.
- ·43rd AGM scheduled for Wednesday, August 05, 2026.
- ·Record date for final dividend: Friday, July 24, 2026.
- ·Dividend payment to be completed within 30 days of declaration at AGM.
05-05-2026
Mahindra & Mahindra Limited conducted its Q4FY26 Earnings Conference Call on May 5, 2026, from 3:30 p.m. to 5:15 p.m. in hybrid mode, discussing the audited standalone and consolidated financial results for the fourth quarter and financial year ended March 31, 2026. The audio-video recording of the interaction with analysts and institutional investors is available on the company's website under Investor Relations > Earnings Update and on YouTube at https://youtu.be/m0pzdOSolhI. No unpublished price-sensitive information was shared during the call.
- ·Call intimation dated April 14, 2026; presentation submitted May 5, 2026
- ·Pursuant to SEBI LODR Regulations 30, 46 and Para 15(b)(i)/(ii) of Part-A Schedule III
- ·Scrip Symbol: M&M; Scrip Code: 500520; ISIN: USY541641194
- ·Website link: https://www.mahindra.com/investor-relations/reports
05-05-2026
Mahindra & Mahindra Ltd's Board approved audited consolidated FY26 financial results, showing strong YoY growth with revenue from operations up 24.6% to ₹1,97,792.78 Cr and PAT up 32.3% to ₹18,621.71 Cr, driven by all segments including Automotive (+29.5%) and Farm Equipment (+20.3%). Recommended final dividend of ₹33 (660%) per share (face value ₹5), up from ₹25.3 (506%) last year. While Q4 FY26 revenue grew 28.9% YoY, Farm Equipment revenue declined 12.9% QoQ to ₹10,022.10 Cr with segment results down 19.0% QoQ.
- ·80th AGM scheduled for 30th July 2026 at 3:00 p.m. IST via VC/OAVM.
- ·Record date for dividend: 3rd July 2026.
- ·Book closure: 4th July to 30th July 2026.
- ·Group Chief Internal Auditor change: K N Vaidyanathan ceases 30th June 2026; Vimal Agarwal appointed 1st July 2026.
- ·EPS Basic FY26: ₹153.10 (vs ₹115.91 FY25); Diluted: ₹152.18 (vs ₹115.06).
05-05-2026
Mahindra & Mahindra's Board approved audited consolidated FY26 financial results with revenue from operations at ₹1,97,792.78 Cr, up 24.6% YoY from ₹1,58,749.75 Cr, and profit after tax attributable to owners at ₹17,098.85 Cr, up 32.2% YoY from ₹12,929.10 Cr; Q4 revenue rose 28.9% YoY to ₹54,891.55 Cr. The Board recommended a final dividend of Rs. 33 (660%) per share of Rs. 5 face value, up from Rs. 25.3 (506%) last year. However, Farm Equipment segment revenue declined 12.9% QoQ to ₹10,022.10 Cr, and Industrial Businesses & Consumer Services segment result fell 37.6% QoQ to ₹458.06 Cr.
- ·80th AGM scheduled for July 30, 2026 via VC/AVM; book closure July 4-30, 2026; record date for dividend July 3, 2026.
- ·Seeking shareholder approval for remuneration to Anand G. Mahindra and material related party transactions.
- ·Basic EPS FY26: Rs. 153.10 (vs Rs. 115.91 FY25); Q4 FY26: Rs. 41.77.
- ·Statutory auditors issued unmodified opinion on FY26 results.
05-05-2026
Mahindra & Mahindra Limited approved audited consolidated financial results for FY26, reporting revenue from operations of ₹1,97,792.78 Cr, up 24.6% YoY from ₹1,58,749.75 Cr, and profit after tax of ₹18,621.71 Cr, up 32.3% YoY from ₹14,073.17 Cr, driven by growth across all segments including Automotive (+29.7% YoY to ₹1,17,834.13 Cr). The board recommended a final dividend of ₹33 per equity share (660% on ₹5 face value), up from ₹25.3 last year. However, Farm Equipment segment revenue declined 12.9% QoQ to ₹10,022.10 Cr from ₹11,500.69 Cr in Q3 FY26.
- ·80th AGM scheduled for 30th July 2026 at 3:00 p.m. IST via VC/OAVM.
- ·Record date for dividend: 3rd July 2026.
- ·Register of Members and Share Transfer Books closed from 4th July 2026 to 30th July 2026.
- ·Seeking shareholder approval for remuneration to Mr. Anand G. Mahindra and material related party transactions.
- ·Group Chief Internal Auditor change: Mr. K N Vaidyanathan ceases 30th June 2026; Mr. Vimal Agarwal appointed 1st July 2026.
- ·Basic EPS FY26: ₹153.10 (vs ₹115.91 FY25).
05-05-2026
Mahindra & Mahindra reported FY26 consolidated revenue of ₹198,639 Cr, up 25% YoY, and PAT of ₹17,099 Cr, up 35% excluding FY25 land sale gains of ₹304 Cr, with strong growth in Auto (PAT +33% to ₹7,842 Cr) and Services (PAT +54% to ₹4,960 Cr). The company maintained #1 market share in SUVs (25.3%), LCVs <3.5T (52.3%), Tractors (43.6%), and electric 3-wheelers (40.0%), with dividend increased 30% to Rs. 33.0 per share. However, Farm consolidated Q4 PAT grew only 1% YoY, and there were QoQ declines in Farm revenue (₹10,022 Cr vs ₹11,501 Cr) and PBIT.
- ·SUV revenue market share FY26 at 25.3%, up 260 bps; Q4 at 24.5%, up 60 bps
- ·LCVs <3.5T market share at 52.3%, up 60 bps
- ·Tractors market share FY26 at 43.6%, up 30 bps; Q4 at 42.1%, up 90 bps
- ·Electric 3 wheelers market share at 40.0%
- ·Tech Mahindra EBIT margin at 12.6%, up 290 bps
- ·MMFSL GS3 at 3.41%
- ·3 International Farm exits
- ·Standalone FY26 RoE at 20.1%, EPS at Rs 152.2
05-05-2026
Mahindra & Mahindra Ltd approved audited consolidated financial results for FY26, reporting revenue from operations up 24.6% YoY to ₹1,97,792.78 Cr and profit after tax up 32.3% YoY to ₹18,621.71 Cr, with all segments showing YoY growth led by Automotive (+29.5% revenue to ₹1,17,834.13 Cr). The Board recommended a higher final dividend of ₹33 (660%) per equity share of ₹5 face value, up from ₹25.3 (506%) last year. While Q4 FY26 showed strong YoY growth, Farm Equipment revenue declined 13% QoQ to ₹10,022.10 Cr and segment results fell 19% QoQ.
- ·80th AGM scheduled for July 30, 2026 at 3:00 p.m. IST via VC/AVM.
- ·Record date for dividend: July 3, 2026.
- ·Book closure: July 4 to July 30, 2026.
- ·Seeking shareholder approval for remuneration to Anand G. Mahindra and material related party transactions.
- ·Basic EPS FY26: ₹153.10 (vs ₹115.91 FY25).
05-05-2026
Mahindra & Mahindra's Board approved audited consolidated FY26 financial results with revenue from operations surging 24.6% YoY to ₹1,97,792.78 Cr and PAT rising 32.3% YoY to ₹18,621.71 Cr, driven by strong Automotive segment growth of 29.7% YoY. The Board recommended a higher final dividend of ₹33 (660%) per share (face value ₹5), up from ₹25.3 (506%) last year. However, Q4 saw QoQ declines including Farm Equipment revenue down 12.9% to ₹10,022.10 Cr and segment results down 19% to ₹1,015.52 Cr, while Industrial Businesses profit fell 37.6% QoQ to ₹458.06 Cr.
- ·80th AGM scheduled for Thursday, 30th July 2026 at 3:00 p.m. IST via VC/AVM.
- ·Record date for dividend: Friday, 3rd July 2026.
- ·Book closure: Saturday, 4th July 2026 to Thursday, 30th July 2026.
- ·Statutory auditors issued unmodified opinion on FY26 results.
- ·Seeking shareholder approval for remuneration to Anand G. Mahindra and material related party transactions.
05-05-2026
Mahindra & Mahindra Ltd reported robust FY26 audited consolidated financial results with revenue from operations surging 24.6% YoY to ₹1,97,792.78 Cr and profit after tax attributable to owners rising 32.2% to ₹17,098.85 Cr, alongside EPS of ₹153.10 (up 32.2% YoY). The Board recommended a final dividend of ₹33 per share (up 30.4% from ₹25.3 prior year), while Q4 FY26 revenue grew 28.9% YoY but Farm Equipment revenue declined 12.9% QoQ and Industrial Businesses segment results fell 37.6% QoQ. All segments showed strong FY YoY growth led by Automotive (+29.5%).
- ·80th AGM scheduled for July 30, 2026 at 3:00 p.m. IST via Video Conferencing/Other Audio Visual Means
- ·Record Date for final dividend: July 3, 2026
- ·Register of Members and Share Transfer Books closed from July 4, 2026 to July 30, 2026
- ·Statutory Auditors issued unmodified opinion on audited standalone and consolidated financial results
- ·Seeking shareholder approval for remuneration to Mr. Anand G. Mahindra and material related party transactions at AGM
- ·Group Chief Internal Auditor change: Mr. K N Vaidyanathan ceases June 30, 2026; Mr. Vimal Agarwal appointed July 1, 2026
05-05-2026
Mahindra & Mahindra reported strong Q4 FY26 consolidated results with revenue up 29% YoY to ₹54,982 Cr and PAT up 42% to ₹4,668 Cr; FY26 revenue grew 25% to ₹1,98,639 Cr and PAT up 35%* to ₹17,099 Cr (excluding ₹304 Cr F25 land sale gains). Auto PAT rose 33% to ₹7,842 Cr driven by 19% volume growth and 80 bps margin expansion, Farm PAT up 13% to ₹4,298 Cr with 24% volumes but offset by international; MMFSL PAT (M&M share) up 60%^ to ₹1,495 Cr though GS3 fell 27 bps to 3.41%, TechM up 14% to ₹1,342 Cr.
- ·SUV market share 25.3% (+260 bps), LCV (<3.5T) 52.3% (+60 bps), Farm machinery market share 43.6% (+30 bps)
- ·TechM TCV $3,794 mn (+42%), EBIT margin 12.6% (+290 bps)
- ·Group ROE at 20%
- ·Supply chain: INR 100,000 Cr+ purchases, high risk 82 part-families
05-05-2026
Mahindra & Mahindra Ltd reported strong Q4 FY26 consolidated revenue growth of 29% to ₹54,982 Cr and PAT up 42% to ₹4,668 Cr, with FY26 revenue up 25% to ₹1,98,639 Cr and PAT up 35%* to ₹17,099 Cr (excluding ₹304 Cr F25 land sale gains; reported +32%). Auto and Farm segments drove performance with PAT growth of 33% and 13% respectively, volume increases of 19% and 24%, and margin expansions of 80 bps and 150 bps, alongside MMFSL PAT up 60%^ (GS3 at 3.41%, down 27 bps) and Growth Gems up 50%. However, Farm growth was offset by international performance, TechM showed modest 14% PAT growth despite margin expansion, and exclusions highlight underlying adjustments.
- ·Auto SUV revenue market share 25.3% (+260 bps FY26 VPY)
- ·Farm machinery market share 43.6% (+30 bps FY26 VPY)
- ·LCV (<3.5T) market share 52.3% (+60 bps FY26 VPY, Bolero Max Pickup 2T classified under LCV 2-3.5T)
- ·EV penetration 9.6% FY26
- ·RoE steady at 20% FY26
- ·Supply chain: INR 100,000 Cr+ purchases, 100,000+ parts, 40+ commodities
- ·AI expected FY27 outcomes: ₹4100 Cr revenue share, 2-3 pp reduction in time to outcomes, 10% market for NPD uptick in CSAT, ₹10,000 Cr disbursements via agentic acquisitions
05-05-2026
Uno Minda Limited informed stock exchanges about scheduled one-on-one in-person investor meetings: London Non Deal Roadshow on May 21-22, 2026, and Nomura Forum Asia 2026 on June 02-03, 2026. No unpublished price sensitive information (UPSI) is intended to be discussed during these interactions. The schedules are subject to changes due to exigencies on the part of the investor or company.
- ·Meetings to be held in person.
- ·Disclosure made pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015.
- ·NSE Symbol: UNOMINDA; BSE Scrip: 532539.
05-05-2026
Tata Motors Passenger Vehicles Limited announced an investor/analyst conference call scheduled for May 14, 2026, at 6:30 PM IST to discuss Q4 FY26 financial results and operations for the quarter ended March 31, 2026. Senior management from the company and its wholly-owned subsidiary Jaguar Land Rover will participate, including Shailesh Chandra (MD & CEO), P B Balaji (JLR CEO), Dhiman Gupta (CFO), and Richard Molyneux (JLR CFO). The results and investor presentation will be uploaded to the company's website shortly after stock exchange dissemination.
- ·Conference call duration: 6:30 PM to 7:45 PM IST (9:00 PM to 10:15 PM HK/Singapore; 2:00 PM to 3:15 PM London, UK; 9:00 AM to 10:15 AM New York, US).
- ·Access via live webcast link (active only during call duration) with Q&A text box.
- ·Investor presentation available at: https://cars.tatamotors.com/investors/overview.html
- ·Pursuant to SEBI Regulation 30 and reference to prior letter sc no. 18896 dated April 28, 2026.
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