External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Mahindra &amp; Mahindra Financial’s (MMFS) 1QFY25 PAT grew ~45% YoY to ~INR5.1b (in line).</li><li>NII stood at INR17.8b (5% miss), up ~13% YoY.</li><li>Other income rose ~63% YoY to ~INR1.5b, driven by healthy fee income.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Mahindra &amp; Mahindra Financial’s (MMFS) 1QFY25 PAT grew ~45% YoY to ~INR5.1b (in line).NII stood at INR17.8b (5% miss), up ~13% YoY.Other income rose ~63% YoY to ~INR1.5b, driven by healthy fee income.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mahindra and Mahindra - Operationally Weak; Earnings in Line Due to Low Credit Costs

External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We attended the annual analyst meet of M&amp;M where the company gave a detailed overview of its Automotive and Farm business verticals as well as its subsidiary.</li><li>M&amp;M outlined a strong outlook for the Automotive and Farm divisions led by new launches.</li><li>With its new launches receiving healthy response, we believe it will deliver mid-high teens growth in the UVs in FY25. The launch of OJA series tractors has been well received in the domestic as well as international markets.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We attended the annual analyst meet of M&amp;M where the company gave a detailed overview of its Automotive and Farm business verticals as well as its subsidiary.M&amp;M outlined a strong outlook for the Automotive and Farm divisions led by new launches.With its new launches receiving healthy response, we believe it will deliver mid-high teens growth in the UVs in FY25. The launch of OJA series tractors has been well received in the domestic as well as international markets.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mahindra & Mahindra - Robust Auto & Farm Portfolios to Drive Growth

External broker reports(aggregated public sources), Nirmal Bang

Nirmal Bang

A Relationship Beyond Broking

Nirmal Bang, one of the leading stock broking companies in India, caters to retail and institutional clients by offering them a range of financial products and services, including equities, derivatives, commodities, currency derivatives, mutual funds, IPOs, insurance, depository services and PMS.

Nirmal Bang is drawn from a diversity of professional backgrounds, and blend of experience, skill and dedication is shared with its clients. Nirmal Bang emphasizes adequate, thorough research local and world-wide developments, balancing these with the astute discovery of intrinsic values, synergies and growth. The aim is simply to help the investors to maximize their returns.

<div><div><div><div><ul><li>Demand trend and outlook: M&amp;M is seeing strong demand for its products and expects this growth momentum to continue, backed by a robust order book (~170k). </li><li>It has launched the new Scorpio N in June’22, which is further expected to propel overall bookings.</li><li>Furthermore, we expect tractor volume to grow at low single digits in FY23, driven by the good monsoon season and higher rural incomes.</li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Demand trend and outlook: M&amp;M is seeing strong demand for its products and expects this growth momentum to continue, backed by a robust order book (~170k). It has launched the new Scorpio N in June’22, which is further expected to propel overall bookings.Furthermore, we expect tractor volume to grow at low single digits in FY23, driven by the good monsoon season and higher rural incomes.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mahindra & Mahindra - Equity Infusion at a ‘Too Good’ to Be True Valuation

External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<div><div><div><div><ul><li>Scorpio-N manual transmission is priced competitively at Rs1.2-1.9mn for petrol versions and Rs1.25-1.95mn for diesel versions.</li><li>It is built on the new 3rd generation body-on-frame platform and has no carryover components from Scorpio Classic.</li><li>The petrol engine generates 149KW of power and 380NM of torque.</li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Scorpio-N manual transmission is priced competitively at Rs1.2-1.9mn for petrol versions and Rs1.25-1.95mn for diesel versions.It is built on the new 3rd generation body-on-frame platform and has no carryover components from Scorpio Classic.The petrol engine generates 149KW of power and 380NM of torque.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mahindra & Mahindra - New Model Scorpio-N Unveiled at Competitive Pricing

<div><div><div><div><ul><li>The company is seeing strong demand for its products and expects growth momentum to continue, backed by a robust order book.</li><li>It will launch new Scorpio N at the end of June’22 and it will be sold alongside the old Scorpio model.</li><li>The company expects single digit growth in tractor volume going ahead, mainly driven by a good monsoon season and improving rural cash flows.</li></ul><ul style="list-style-type: none;"><li> </li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

The company is seeing strong demand for its products and expects growth momentum to continue, backed by a robust order book.It will launch new Scorpio N at the end of June’22 and it will be sold alongside the old Scorpio model.The company expects single digit growth in tractor volume going ahead, mainly driven by a good monsoon season and improving rural cash flows. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mahindra & Mahindra - On Track to Achieve Long Term Targets

India

Mahindra & Mahindra is a prominent Indian multinational manufacturing corporation. It is a leading global manufacturer of tractors and a major producer of SUVs, commercial vehicles, and two-wheelers. Headquartered in Mumbai, India, the company was founded on October 2, 1945.

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Mahindra & Mahindra (MM IN)

Mahindra and Mahindra - Operationally Weak; Earnings in Line Due to Low Credit Costs

Mahindra & Mahindra Financial’s (MMFS) 1QFY25 PAT grew ~45% YoY to ~INR5.1b (in line).NII stood at INR17.8b (5% miss), up ~13% YoY.

Motilal Oswal

Mahindra & Mahindra - Robust Auto & Farm Portfolios to Drive Growth

We attended the annual analyst meet of M&M where the company gave a detailed overview of its Automotive and Farm business verticals as well as its...

Prabhudas Lilladhar

Mahindra & Mahindra - Equity Infusion at a ‘Too Good’ to Be True Valuation

Mahindra and Mahindra (M&M) has incorporated a wholly-owned subsidiary (WoS) to commence 4W Electric Vehicles business through EVCo.

Nirmal Bang

Mahindra & Mahindra - New Model Scorpio-N Unveiled at Competitive Pricing

This model is superior to existing Scorpio Classic in terms of power and ride- handling, and sports an all-new design with comprehensive safety...

Emkay

Mahindra & Mahindra - On Track to Achieve Long Term Targets

We recently hosted Mr. Sriram Ramachandran, Head of IR and Mr. Sandesh Naik, GM Corp. Finance at Mahindra & Mahindra (MM) as part of our “Investors...

Nirmal Bang

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