Whalesbook
Mahindra and Mahindra Ltd. has outlined an ambitious five-year plan targeting 15-40% annual organic revenue growth from FY26 to FY30. Analysts are optimistic about a potential stock rerating but caution that execution, intense competition across segments like SUVs and IT, capital allocation, and macroeconomic risks pose significant challenges. The company's clear roadmap aims to position it as a proxy for India's economic growth.