India Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies where promoters buy their own shares. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

India Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

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Strong Core Performance:<a href="https://www.smartkarma.com/entities/mahindra-mahindra-ltd" target="_blank" data-smartkarma-citation="entities:16441:1" rel="noopener">Mahindra &amp; Mahindra (MM IN)</a> delivered robust growth in Auto &amp;Farm segments in Q4FY25,with SUV volumes up 20% &amp;tractor volumes up 12%,alongside market share gains in both segments.</li>
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Strategic Expansion &amp; Capital Allocation: The company outlined a clear roadmap for scaling EV and ICE capacities to 85K/month by FY27.</li>
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Valuation Upside from Growth Platforms:With scalable and emerging "growth gems" across real estate, hospitality,renewables, and EVs, M&amp;M's Sum-of-the-Parts (SOTP) valuation pegs fair value at INR 3,437/share, including the EV business.</li>
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Strong Core Performance:Mahindra &amp; Mahindra (MM IN) delivered robust growth in Auto &amp;Farm segments in Q4FY25,with SUV volumes up 20% &amp;tractor volumes up 12%,alongside market share gains in both segments.

Strategic Expansion &amp; Capital Allocation: The company outlined a clear roadmap for scaling EV and ICE capacities to 85K/month by FY27.

Valuation Upside from Growth Platforms:With scalable and emerging "growth gems" across real estate, hospitality,renewables, and EVs, M&amp;M's Sum-of-the-Parts (SOTP) valuation pegs fair value at INR 3,437/share, including the EV business.


Mahindra & Mahindra (MM IN)  - Top 5 Takeaways from Q4FY25 Results