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Message Icon Topic: Mahindra & Mahindra - The future of automobile Post Reply Post New Topic
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Sushanth
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Quote Sushanth Replybullet Posted: 27/Nov/2011 at 6:16pm
In Q2, there was good  Volume growth in SUV sales and Tractor sales( around 25 -30 %) ,but becausing of reduced margin, the PAT growth was in single digits. Any idea, whether Mahindra has the pricing power and in Q3 , they will increase the price ? or do they have to wait for the commodity price to come down ?
 
 
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Sushanth
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Ravenrage
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Quote Ravenrage Replybullet Posted: 27/Nov/2011 at 6:54pm
Mahindra Navistar , as I hear go be a game changer in the logistics industry .
Risk does not reside in price changes, but in miscalculations of intrinsic value .
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Quote sajit Replybullet Posted: 27/Nov/2011 at 8:14am
All their joint ventures are probably not doing well.

One with Renault was over last year and they modified Logan as Veritos - Don't see lot of these vehicles on the road.

They bought Kinetic scooters but do not see any of their vehicles on road

And same with Reva.

Are they buying these companies for technology or to increase topline?

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rapidriser
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Quote rapidriser Replybullet Posted: 27/Nov/2011 at 8:58am
Originally posted by sajit

All their joint ventures are probably not doing well.

One with Renault was over last year and they modified Logan as Veritos - Don't see lot of these vehicles on the road.

They bought Kinetic scooters but do not see any of their vehicles on road

And same with Reva.

Are they buying these companies for technology or to increase topline?

 
Collaborations are not working out too well, but their original business of SUVs and Tractors is doing well.
 
 
When all else is lost, the future still remains. - Christian Nestell Bovée
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sajit
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Quote sajit Replybullet Posted: 27/Nov/2011 at 9:13am
Originally posted by rapidriser

 
Collaborations are not working out too well, but their original business of SUVs and Tractors is doing well.
 
 

Yes. the new Xuv5oo looks to be a blockbuster. But are they biting more than they can chew.

bought SaangYong in Korea this year and there is news that they are looking to buy Hyosung 2 wheeleres and now thishttp://www.moneycontrol.com/news/business/mahindra-says-looking-at-more-korean-assets-sourcing_623822.html
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paragdesai
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Quote paragdesai Replybullet Posted: 27/Nov/2011 at 9:47am
Originally posted by sajit


Originally posted by rapidriser





 

Collaborations are not working out too well, but their original business of SUVs and Tractors is doing well.

 

 
Yes. the new Xuv5oo looks to be a blockbuster. But are they biting more than they can chew.bought SaangYong in Korea this year and there is news that they are looking to buy Hyosung 2 wheeleres and now thishttp://www.moneycontrol.com/news/business/mahindra-says-looking-at-more-korean-assets-sourcing_623822.html


Just for information. This is not a game changer event but after divorce with Renault their Product Logan (Now launch as Mahindra Verito) is clocking decent Nos.

Also there are some game changer products in Pipeline.

I am not sure of above said companies but many recent SUV's of M&M are design with the help of Korean Companies which result in successful products. But yes it's important to see that Financially it is make any sens.    

Luck is what happens when preparation meets opportunity ....
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