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M&M - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

Last Updated Time : 04 May 26, 11:33 am

Fundamental Rating: 4.2

Stock Code M&M Market Cap 3,85,183 Cr. Current Price 3,098 ₹ High / Low 3,840 ₹
Stock P/E 25.1 Book Value 535 ₹ Dividend Yield 0.82 % ROCE 27.0 %
ROE 20.8 % Face Value 5.00 ₹ DMA 50 3,218 ₹ DMA 200 3,324 ₹
Chg in FII Hold -1.26 % Chg in DII Hold 0.98 % PAT Qtr 4,288 Cr. PAT Prev Qtr 4,559 Cr.
RSI 46.5 MACD -21.7 Volume 35,64,479 Avg Vol 1Wk 30,37,470
Low price 2,896 ₹ High price 3,840 ₹ PEG Ratio 0.73 Debt to equity 0.02
52w Index 21.4 % Qtr Profit Var 41.6 % EPS 115 ₹ Industry PE 27.3

📊 Mahindra & Mahindra (M&M) demonstrates strong fundamentals with a market cap of ₹3,85,183 Cr. and current price of ₹3,098, trading below its 50 DMA (₹3,218) and 200 DMA (₹3,324), indicating near-term weakness. Efficiency metrics are robust — ROE at 20.8% and ROCE at 27.0% — supported by EPS of ₹115. Valuation remains fair with a P/E of 25.1 compared to the industry average of 27.3, while PEG ratio at 0.73 suggests reasonable growth-adjusted valuation. Debt-to-equity at 0.02 highlights a virtually debt-free balance sheet. Quarterly PAT declined slightly (₹4,559 Cr → ₹4,288 Cr.), but overall profit variation (+41.6%) remains strong. Institutional flows are mixed, with FIIs reducing (-1.26%) and DIIs increasing (+0.98%).

💡 Entry Zone: ₹3,000–₹3,080 (near support levels)

📈 Long-Term Holding: Attractive for long-term investors given strong fundamentals, low debt, and fair valuation. Accumulation on dips below ₹3,100 offers favorable risk-reward.

✅ Positive

  • Strong ROE (20.8%) and ROCE (27.0%) highlight efficiency
  • Fair valuation (P/E 25.1 vs industry 27.3)
  • PEG ratio (0.73) indicates reasonable growth-adjusted valuation
  • Debt-to-equity ratio (0.02) reflects strong financial stability
  • DII holdings increased (+0.98%), showing domestic confidence

⚠️ Limitation

  • Quarterly PAT decline (₹4,559 Cr → ₹4,288 Cr.)
  • FIIs reduced holdings (-1.26%), showing weaker foreign interest
  • Stock trading below DMA 50 and DMA 200, indicating technical weakness
  • RSI at 46.5 suggests neutral momentum

📉 Company Negative News

  • Sequential profit decline in recent quarter
  • Reduced foreign institutional participation

📈 Company Positive News

  • Strong EPS base (₹115) supports earnings visibility
  • DII support increased (+0.98%)
  • Overall profit variation (+41.6%) remains strong

🏭 Industry

  • Automobile sector trades at P/E 27.3, making M&M fairly valued
  • Sector outlook supported by strong demand in SUVs, tractors, and EV initiatives

🔎 Conclusion

M&M is fundamentally strong with robust profitability, low debt, and fair valuation. Entry near ₹3,000–₹3,080 offers a favorable accumulation zone. Long-term investors can hold confidently, as fundamentals and sector positioning support sustained growth, though near-term weakness may persist due to technical resistance and FII outflows.

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