Mahindra & Mahindra - The future of automobile
Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Stock Synopsis
Forum Discription: A bried discussion of companies on very specific matters. Normally this is the prelude for further research as always members would be discussing quality companies with good management only
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=877
Printed Date: 21/Apr/2025 at 1:26pm
Topic: Mahindra & Mahindra - The future of automobile
Posted By: sbafin
Subject: Mahindra & Mahindra - The future of automobile
Date Posted: 28/Apr/2007 at 12:26pm
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Dear basantji,
Is Mahindra & Mahindra a good value buy. How do you see the future growth prospects of the company ------------- http://www.sba.co.in/ |
Replies:
Posted By: basant
Date Posted: 28/Apr/2007 at 1:20pm
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Excellent company among the autos this should be the best. They have a umber of ionteretsing subsidiaries like Tech Mahinbdra,mahindra Gesco,their JV foray into car manufacturing with Renault coupled with Anand mahindra's out of the box thinking makes it a god company to own.Should do an EPS of close to Rs 58 for Fy 08.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: sbafin
Date Posted: 28/Apr/2007 at 2:31pm
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Dear Basantji,
Can u provide me the details of M&M's subsidiaries and M&M's holdings in these subsidiaries alongwith their financials ------------- http://www.sba.co.in/ |
Posted By: xbox
Date Posted: 29/Apr/2007 at 6:20am
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Auto is very difficult business. There are many margin dampener so unless one picked them before strong cycle starts, it is very difficult to imagine wealth creation.
Value unlocking happens due to some zing. Zing factor was present in RIl, GE Shipping, Bajaj auto etc. I fail to see any zing factor in M&M. A value without zing will remain value.
Also recent M&M model to form SPV with respective companies for particular vehicle is bad news for any value unlocking. Let's see what next, obviously nothing is crystal clear in markets until nse/bse announcements. ------------- Don't bet on pig after all bull & bear in circle. |
Posted By: basant
Date Posted: 29/Apr/2007 at 9:11am
Would see if I can dig out something on this. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kannanravi1
Date Posted: 09/May/2007 at 10:40pm
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M&M has several interesting subsidiaries. Tech Mahindra is the most well known among them. Tech Mahindra is a great software development company with great management. Tech Mahindra has carved iteslef a great and growing niche in telecom software development. Mahindra Gesco is another subsidiary in the real estate development business. This subsidiary is also doing exceedingly well. Mahindra Systech is a subsidiary in the booming auto components design outsourcing business. They also do a lot of component sourcing for global auto majors. With India emerging as a key auto components exporter, this subsidiary is set to grow.
Hope this helps! ------------- kannan |
Posted By: Vivek Sukhani
Date Posted: 11/May/2007 at 2:22pm
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A value without zing will remain value.
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Kindly throw some light on how to identify the zing????? the only problem I see with MM is that they come in news more often, which makes it very difficult to track. And I agree with you Vipul, JVs are the best way to destroy value. And in terms of wealth destroying indicators, I place JV next to leverage.
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Posted By: rapidriser
Date Posted: 16/Sep/2011 at 8:54am
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Surprised to see that there are hardly any postings on this thread.
The company has been a consistent performer in the past with regular growth and dividend payouts. Management is shareholder friendly and the co is the undisputed leader in one of the most promising sectors of the economy - farm mechanisation.
The only problem I see is the holding co like structure with investments in many subsidiaries operating in diverse fields. In future we can hope the management will unlock value by divestmenting these subsidiaries.
Just checked and found that the co has returned a CAGR of 21% since 01-Jan-1991. Dividends extra.
 The lack of interest in this stock thread seems definitely unjustified to me.
------------- When all else is lost, the future still remains. - Christian Nestell Bovée |
Posted By: Sushanth
Date Posted: 27/Nov/2011 at 6:16pm
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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 ?
------------- Thanks and Regards, Sushanth |
Posted By: Ravenrage
Date Posted: 27/Nov/2011 at 6:54pm
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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 . |
Posted By: sajit
Date Posted: 27/Nov/2011 at 8:14am
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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? |
Posted By: rapidriser
Date Posted: 27/Nov/2011 at 8:58am
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 |
Posted By: sajit
Date Posted: 27/Nov/2011 at 9:13am
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 this http://www.moneycontrol.com/news/business/mahindra-says-looking-at-more-korean-assets-sourcing_623822.html - http://www.moneycontrol.com/news/business/mahindra-says-looking-at-more-korean-assets-sourcing_623822.html |
Posted By: paragdesai
Date Posted: 27/Nov/2011 at 9:47am
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 .... |