Mahindra & Mahindra Ltd. · NSE:M&M
Mahindra & Mahindra — Shareholder Meeting (August 2023)
29 slides from Mahindra & Mahindra's shareholder meeting presentation, Aug 4, 2023
Slide 1: Chairman's Presentation at the 77th Annual General Meeting
Mahindra & Mahindra Ltd. Mahindra Towers, Dr. G. M. Bhosale Marg, Worli, Mumbai 400 018 India Tel: +91 22 2490 1441 Fax: +91 22 2490 0833 www.mahindra.com REF:NS:SEC: 4th August, 2023 National Stock Exchange of India Limited BSE Limited "Exchange Plaza", 5th Floor, Phiroze Jeejeebhoy Towers, Plot No
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Slide 3: .-C. OF French Far Bast Forees InSaigon
.-C. OF French Far Bast Forees InSaigon hae fronts} sploon Affects tin Villages
Slide 4: Mahindra & Mohammed
MAHINDRA); MOHAMMED A significant combination, which represents what might well be termed o cooperative fort to secure for India that industrial development so indispensable tothe full realization of her future dreams. You have heard of plans, many plans, in this connection. Now comes a positive, co
Slide 5: Founding principles
_— In their anxiety to further the industrial and agricultural development of this country, the founders of this co-operative organization believe that they must have the support of those who will benefit most—the general public—and to secure that support it is essential that their aims and objects
Slide 6: What do Mahindra & Mohammed propose to do
| What, you will have asked yourself, do MAHINDRA & MOHAMMED propose to do, whom do they represent, and what has all this business moralising got to do with me? Well, MAHINDRA & MOHAMMED are concerned with what might be termed basic engineering-providing the tools with which to finish the job of Ind
Slide 7: Handshake slide
Handshake slide 7
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Slide 10: Achievements
Achievements 18% ROE target Highest dividend in 18 months of all time
Slide 11: Share Price 5X vs Pandemic Lows
Share Price 5X vs Pandemic Lows Jun-23 1,454 Sep-22 Dec-22 1268.2 1249.2 Mar-23 Jun-22 1158.7 1093.15 Sep-21 Dec-21 Mar-22 Mar-21 Jun-21 Dec-20 803.05 837.15 807 795.25 778 Sep-20 720.6 Jun-20 607.9 510.7 Mar-20 285 Share price: Monthly end prices compared; 31-Mar-20 vs 30-Jun-23
Slide 12: Artistic slide with intertwined Ss for scale and synergy
Option 1: This is the Artistic slide with 2 intertwined Ss for scale and synergy best I could do 12
Slide 13: Capitalize on Market Leadership; Unlock Full Potential; 5X Challenge
Capitalize on Market Leadership SUVs levs a mahindra TRACTORS Unlock Full Potential mahincra FINANCE || TECH mahindra 5X Challenge for Growth Gems RSP Rosury 2 mahindra Logistics» ==CLASSIC LEGENDS = | manindraurespaces mobindra
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Slide 15: Mahindra Group Senior Executives Conference
MAHINDRA GROUP SENIOR EXECUTIVES CONFERENCE
Slide 16: Best Performing Stock in the Nifty from 2002
Best Performing Stock in the Nifty from 2002 NIFTY 50 STOCK CAGR (2002-2023) 26% 25.5% 25% 24.9% 24% 23% 22.8% 22.7% 22.4% 22.3% 22% 21.6% 21% 20.8% 20.7% 20.1% 20% 19% M&M ABB Britannia Sun L&T HDFC Reliance Tata ICICI Bank Grasim Pharma Bank Ind. Chemicals In NIFTY Exited NIFTY Source: BSE
Slide 17: Mahindra Group Senior Executives Conference
MAHINDRA GROUP SENIOR EXECUTIVES CONFERENCE
Slide 18: Peak
Peak Swing up Approach
Slide 19: Peak
Peak Approach
Slide 20: Peak
Peak Swing up Approach
Slide 21: Countries by lowest manufacturing costs
Countries by lowest manufacturing costs Source: US News
Slide 22: Logistics Index Rank
Logistics Index Rank India Source: World Bank
Slide 23: Democratised Data
Democratised Data Mobile data (USD/GB) 5.62 3.85 2.67 0.41 0.17 USA Chi Jap Ger Ind Source: Cable.co.uk
Slide 24: Peak
Peak Swing up Approach
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Slide 26: Peak
Peak Swing up Approach
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