Whalesbook
Following Mahindra & Mahindra's investor day, global brokerages CLSA, Citi, Nomura, and Morgan Stanley have issued positive reports, maintaining 'Outperform' or 'Buy' ratings and raising target prices. Management has unveiled ambitious plans, targeting 15-40% organic revenue CAGR from FY26-FY30, significant growth in SUVs, tractors, and LCVs, and expanded export focus. Key projections include a 9% tractor volume growth outlook and substantial revenue increases across business segments, alongside a teaser for a new SUV launch.