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M&M gains after good Q4 numbers

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Capital Market
Last Updated : May 29 2018 | 3:31 PM IST

Mahindra & Mahindra rose 1.58% to Rs 863 at 14:55 IST on BSE after the company reported good Q4 March 2018 results during trading hours today, 29 May 2018.

Meanwhile, the S&P BSE Sensex was down 208.56 points, or 0.59% to 34,956.92.

On the BSE, 1.96 lakh shares were traded in the counter so far compared with average daily volumes of 1.41 lakh shares in the past two weeks. The stock had hit a high of Rs 868 and a low of Rs 851 so far during the day. The stock hit a 52-week high of Rs 887.95 on 7 May 2018. The stock hit a 52-week low of Rs 612.50 on 27 September 2017.

The results for M&M include the combined results of Mahindra and Mahindra (M&M) and Mahindra Vehicle Manufacturers Limited (MVML), which is a manufacturing unit of M&M.

Combined profit from ordinary activities after tax (after El) rose 50% to Rs 1155 crore in Q4 March 2018 over Q4 March 2017.

Combined revenue rose 26% to 13189 crore in Q4 March 2018 over Q4 March 2017.

Combined operating profit margin (OPM) was reported at 15.1% in Q4 March 2018, higher than 11.2% in Q4 March 2017.

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For the year FY 2018, improvement in overall economic sentiment, two consecutive years of normal monsoon, government's focus on development of agri and rural sectors, with continued investment in Infrastructure, coupled with easy availability of affordable finance, helped drive the demand for the automotive as well as the tractor industry, M&M said in a statement.

For Q4 March 2018, the domestic auto industry (excluding 2W) grew 19%, with the passenger vehicles reporting a growth of 7% and the UV segment a growth 25%. The domestic tractor industry witnessed a very high growth of 44%. In Q4 March 2018, the domestic automotive volume for the company grew 20% while the domestic tractor volumes grew 44%, it said.

For the full year FY 2018, the company continued to be the 3rd largest passenger vehicle company, the 2nd largest commercial vehicle company and the largest small commercial vehicle (LCV < 3.5T) company in India. Domestic sales crossed the 5,00,000 mark after a clap of five years. The company achieved its highest ever sales for Scorpio and Pik-Ups this year and Bolero volumes crossed 1 million since launch. Also, in FY 2018, the company recorded its highest ever tractor volumes for both domestic and export, and retained the leadership position for the 35th consecutive year.

In its outlook, M&M said economic activity is expected to gather pace as the transitory effects of implementation of the goods and services tax (GST) recede. This outlook will also be lifted by tailwinds from normal rainfall with the weather bureau forecasting a 'normal' monsoon for the third successive year in its first stage long range forecast. While the spatial and temporal distribution remain to be seen, well spread out rainfall is likely to have a salutary impact on the overall demand conditions. However, rising crude oil prices, which have already risen noticeably, call for greater prudence. Global growth backdrop too remains benign with the synchronised cyclical rebound. However, escalation in geo-political risks, trade frictions, tightening monetary conditions, and higher crude oil prices could pose downside risks to global trade and demand growth outlook, M&M added.

M&M enjoys a leadership position in tractors and utility vehicles in India.

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First Published: May 29 2018 | 3:13 PM IST

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