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Mahindra Beats Forecasts, Eyes Mid-to-High Teens Growth

May 5 (Reuters) - Thar-maker Mahindra & Mahindra < MAHM.NS> forecast mid-to-high teens percentage growth in SUV volumes this fiscal year on Tuesday, ​brushing off concerns over the Iran war as tax-cut-led demand and ‌capacity additions helped it beat quarterly estimates.

The Indian automaker has been among the biggest beneficiaries of a sustained shift towards sport utility vehicles in the country, allowing it ​to outperform rivals Maruti Suzuki and Tata Motors Passenger Vehicles.

Mahindra, which ​commands about 23% of India's SUV market, reported a 23.3% rise in ⁠domestic SUV volumes in the March quarter despite intensifying competition. Volumes rose ​about 20% for the full fiscal year.

Vehicle sales in India have picked up ​since New Delhi cut taxes last September, boosting showroom footfalls and supporting pricing power.

Maruti Suzuki said last week it would invest $1.48 billion to add 500,000 units of capacity in fiscal ​2027.

Mahindra plans to add 68,000 units of annual capacity by the end ​of fiscal 2027 and a further 14,000 units by fiscal 2028 including for new electric ‌vehicle ⁠launches, said Rajesh Jejurikar, executive director and CEO of Mahindra’s auto and farm businesses.

"We are targeting mid‑to‑high teens growth in fiscal 2027 and are putting manufacturing capacities in place to support that," Jejurikar said.

The automaker also downplayed ​risks from the ​ongoing Iran war.

"Geopolitical ⁠developments and inflationary pressures are things we expect to be temporary. They may or may not impact in certain ​quarters," Amarjyoti Barua, Mahindra’s group chief financial officer, said.

​Mahindra earlier ⁠reported a standalone profit after tax of 37.37 billion rupees ($391.9 million) for the quarter ended March 31, up from 24.37 billion rupees a year earlier and ⁠above analysts’ ​estimates of 34.32 billion rupees, according to ​LSEG data.

Revenue rose 26.2% to 395.54 billion rupees, also beating estimates.

($1 = 95.3588 Indian rupees)

Reporting by Kashish Tandon in Bengaluru; Editing by Nivedita Bhattacharjee

Source: Reuters


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