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Informist, Tuesday, May 5, 2026
 

By Gunjan Rajput and Sunil Raghu

--M&M: AI starting to deliver meaningful impact 

--CONTEXT: Comments by M&M mgmt in post-earnings analyst call 
--M&M: Expect Mahindra Finance to disburse INR 100 bln more in FY27 using AI 
--M&M: Expected rise in fuel prices can boost EV sales 

--M&M: Feasible to be among top 5 aerostructure players in the world 
 

AHMEDABAD/NEW DELHI – Mahindra & Mahindra Ltd. expects artificial intelligence initiatives to start delivering meaningful gains, with group arm Mahindra Finance likely to disburse an additional INR 100 billion in the financial year 2026-27 boosted by artificial intelligence, the management said in a post-earnings conference call with analysts on Tuesday. "Using AI to create better experience for customers when they get their plan delivered to them," the management said. 

 

The company also said a rise in fuel prices could accelerate electric vehicle adoption, and it sees potential to become one of the top five global aerostructure players over time.

For the March quarter, M&M reported 53% year-on-year growth in its net profit at INR 37.37 billion, exceeding the Street's estimate of INR 34.93 billion. Its revenue grew 26% to INR 395.54 billion.  

Mahindra & Mahindra expects artificial intelligence-led initiatives to drive incremental revenue, improve customer experience, and enhance efficiency, including faster product development and higher conversion rates in lending. "So, our focus is a lot more on the first stream. Yes, to some extent, on efficiency, which we will drive as well. But we want to get much better in our businesses," the management said. 

 

In its financial services business, artificial intelligence is expected to enable additional disbursements and improve operational efficiency, while in auto, it has already helped reduce product development timelines by around 10%, management said.

The company's electric vehicle penetration in the auto business reached 9.6% for the year and crossed 10% in the last two months, with the company emerging as the top player by revenue market share in the electric vehicle market.   

 

Tuesday, shares of M&M closed 3.4% higher at INR 3,210.80 on the National Stock Exchange. The company announced its results during market hours.  End

 

Edited by Avishek Dutta

 

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