M&M share at all time high above ₹1,000 on improving performance, demand and cheap stock valuation

May 31, 2022

By: bhakti.makwana@timesinternet.in

Credit: BCCL

M&M’s stock hits the ₹1,000 mark for the first time

Shares of the car maker Mahindra & Mahindra rose 10 percent in the last five days to reach an all-time high over ₹1,000 per share.

Credit: BCCL

The automaker reported better-than-expected March quarter earnings

The Mumbai-based automobile company’s standalone net profit jumped nearly five times at ₹1,291 crore as compared to ₹245 crore last year.

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Company posted strong earnings despite factors impacting the auto industry

Despite significant challenges due to various factors like Covid, commodity prices, semiconductor shortages and the Ukraine conflict, M&M delivered strong results, said Anish Shah, managing director & CEO at M&M.

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Analysts expect recovery in auto industry soon as chip shortage normalizes

Strong orders on new launches will aid in swift recovery in automotive segment volumes as semiconductor chip shortage improves, says Kotak Institutional Equities which maintains a BUY rating citing cheap valuations.

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Analysts raise earnings for next two years by 5 percent

On the back of better-than-expected performance in Q4 and a strong order backlog, HDFC Securities raised its earnings estimate by 5 percent each for the fiscal years between FY22 to FY24 earnings estimate.

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M&M has received highest orders under utility vehicles space

The automaker has an orderbook of over 1.70 lakh units for utility vehicles. Of this, 78,000 are for XUV700. On the back of a record high order backlog and the soon-to-be-launched new Scorpio, M&M is expected to recover market share in the coming quarters.

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Rural sentiment is starting to improve

In the tractor space, M&M is looking for healthy industry volume growth in FY23. Rural sentiment has started to improve since March led by lack of unseasonal rainfall this year, though the recent announcement of ban of wheat exports is a pending risk.

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The stock outpaced benchmark indices and even Nifty Auto

Shares of the company gave 24 percent returns in 2022 so far, higher than the 4 perent by Nifty Auto and 6 percent negative returns by Sensex.

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M&M’s EV play to get better

The automobile company’s electric vehicle space is limited to three-wheelers for now but it has lined up eight launches by 2027.

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