NSE:M&M management interview: M&M Unveils Massive Growth Blueprint! AI, Logistics & Aero Drive The Next Phase | Business News
ET Now, 2026-07-30. Video: https://www.youtube.com/watch?v=UnTKFyrQGfY
- Real estate expansion: Mahindra Lifespaces added 5.6 thousand crores in gross development value (up 60%) and doubled residential pre-sales to 925 crores, pushing total GDV from 8,000 crores three years ago to 50,000 crores.
- Logistics turnaround: The logistics division achieved its highest-ever quarterly PAT, delivering 14 crores from an M&M standpoint and 25 crores at the business level as operating effectiveness and the express business improved.
- Commercial vehicle merger: The merger of Mahindra's truck and bus business with SML is underway to unlock operational synergies and directly challenge larger market competitors.
- Aerostructures deal pipeline: The aerostructures business has accumulated $1.2 billion in deals, including $621 million secured last year alone, with plans to move further up the value chain and pursue strategic acquisitions.
- Core financial metrics: Consolidated return on equity reached 23%, while earnings per share for the quarter grew 34% year-over-year to 48.6 rupees.