Sml Mahindra Limited · NSE:SMLMAH

Sml Mahindra — FY2026 Earnings Presentation

12 slides from Sml Mahindra's earnings presentation, Apr 20, 2026

  1. Slide 1: Exchange filing cover letter for analyst meet presentation

    SML Mahindra Limited Trucks & Buses Regd. Office & Works: Village Asron, Dis . Shahid Bhagat Singh Nagar (Nawanshahar) Punjab – 144533 Tel +91 1881 270155 SML/SEC/2026-27-007 20th April, 2026 Dy. General Manager- The Secretary, Corporate Relationship Department National Stock Exchange of India Ltd. BS

  2. Slide 2: SML Mahindra Limited Analyst & Press Meet

    SML Mahindra Limited Analyst & Press Meet 20 April 2026 SML Mahindra Ltd. 1

  3. Slide 3: Safe Harbor Statement

    SAFE HARBOR STATEMENT “Certain statements in this meeting with regard to our future growth prospects are forward-looking statements, which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements.” SML Mahindra Ltd

  4. Slide 4: Recap

    RECAP 26th April: Deal announcement 1st Aug: → Mahindra Completes Acquisition of 58.96% Controlling Stake in SML Isuzu → Board of Directors and Key Leadership of SML reconstituted → Synergy and Integration projects kicked off 8th Oct: SML ISUZU renamed as SML Mahindra SML Mahindra Ltd. 3

  5. Slide 5: Our Aspiration

    OUR ASPIRATION “ Top 3 in India’s ILCV Trucks & Buses with a focused play in HCVs “ For Mahindra’s Truck & Bus business (SML + Mahindra Truck and Bus Division) SML Mahindra Ltd. 4

  6. Slide 6: F26: Key Highlights

    F26: KEY HIGHLIGHTS Outgrowing Industry Revenue  18% 17% SML vs 13% Industry* PAT  31% Rating  : AA- to AA+ Our experience since Aug’ 2025 reaffirms our rationale for the acquisition Integration going as per plan Financials: On track | Supply chain: On track | Organization: On track * CV Industry

  7. Slide 7: Integration Update

    INTEGRATION UPDATE ▪ Integrated product & aggregate ▪ Culture and policy alignment strategy ▪ Common Talent Pool ▪ Industry best uptime & lowest TCO Talent Differentiated Products ▪ Sourcing & aggregate ▪ Connected vehicle tech synergies ▪ Digital prognostics & analytics ▪ Manufacturing footprint ▪

  8. Slide 8: F26: Volume and Market Share

    F26: VOLUME AND MARKET SHARE Cargo Vehicles Passenger Vehicles 5412 11220 Volumes 28% YOY 12% YOY 3.6% 16.0% MS 20 bps YOY 80 bps YOY Market share % calculated basis respective segments of ILCV Trucks and ILCV Buses SML Mahindra Ltd. 7

  9. Slide 9: F26: Financial Results

    F26: FINANCIAL RESULTS Rs cr. Revenue PAT 2,838 18% 31% 2,399 160 122 F25 F26 F25 F26 SML Mahindra Ltd. 8

  10. Slide 10: Q4: Volume and Market Share

    Q4: VOLUME AND MARKET SHARE Cargo Vehicles Passenger Vehicles 1592 3705 Volumes 10% YOY 16% YOY 3.3% 16.0% MS 40 bps YOY 170 bps YOY Market share % calculated basis respective segments of ILCV Trucks and ILCV Buses SML Mahindra Ltd. 9

  11. Slide 11: Q4: Financial Results

    Q4: FINANCIAL RESULTS Rs cr. Revenue PAT 16% 898 771 2% 53 54 Q4 F25 Q4 F26 Q4 F25 Q4 F26 SML Mahindra Ltd. 10

  12. Slide 12: Thank you

    Thank you SML Mahindra Ltd. 11

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