Whalesbook
Sabse pehle toh India ki economy ki baat karte hain. CEO Anish Shah ka kehna hai ki India ki economy aane wale saalon mein around 8% ke hisaab se grow karegi. Yeh consumer spending aur infrastructure projects ki wajah se hoga, jo GDP ko tagda boost dega. Is economic strength se Mahindra ke businesses ko kaafi demand milegi.
Ab baat karein auto segment ki, jo company ka main engine hai. Especially SUVs mein toh Mahindra ka alag hi bolbala hai. Company predict kar rahi hai ki unka passenger vehicle (PV) business high teens mein grow karega, jo overall industry se better performance dega. Tractor aur commercial vehicle mein bhi growth expected hai, jiske liye company ICE aur EV dono platforms par capacity badha rahi hai.
AI ka use kaise ho raha hai? Toh suno, Mahindra AI ko quality behtar karne, customer experience sudharne aur operations ko efficient banane ke liye use kar raha hai. Sirf AI infrastructure pe paisa nahi laga rahe. Isse vehicle quality sudhar rahi hai, service time kam ho raha hai, aur customer engagement bhi badh raha hai. Example ke liye, XUV 7XO ke liye AI ne 17,000 se zyada extra test drives generate karne mein help ki hai!
Aur financial performance? Woh toh ekdum zabardast raha! Anish Shah ne bataya ki unke tenure mein company ne return on equity (ROE) target 18% ko cross kar liya hai, almost 20% ROE achieve kiya hai. Earnings per share (EPS) growth target 15-20% tha, lekin company ne 57% growth dikhaya hai! Profitability important hai, lekin company future growth ke liye capital reinvest bhi kar rahi hai, aur overall returns 18% ke aas-paas maintain karne ka aim hai.