M&M & Delhivery: Auto King M&M aur Logistics Rocket Delhivery ka Dhamaka!

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AuthorKavya Nair|Published at:
M&M & Delhivery: Auto King M&M aur Logistics Rocket Delhivery ka Dhamaka!
Overview

Bro, market mein do bade players ne aaj kamaal kar diya! Ek taraf Mahindra & Mahindra (M&M) apni tractor aur SUV ki dumdaar demand ke kaaran FY26 mein aur bhi outperformance karne wala hai. Doosri taraf, logistics giant Delhivery ne Q3 mein zabardast results dikhaye hain aur apni profitability badhane ke liye super exciting plans launch kiye hain.

Okay, toh sabse pehle baat karte hain Mahindra & Mahindra (M&M) ki. Company iss samay apne tractor aur automotive segments mein full form mein chal rahi hai. Domestic tractor industry mein double-digit growth dikh raha hai, jismein M&M apna leadership maintain kiye hue hai. FY26 tak toh company industry growth se bhi aage nikalne ka target rakhti hai, matlab 15% se zyada growth expect kar sakte ho! Inka SUV portfolio toh rock kar raha hai, aur nayi electric vehicles launch hone wali hain. January 2026 mein tractor sales mein 39.6% ka zabardast jump aaya, total 38,484 units bikne ka report hai. Overall vehicle sales bhi 24% badhkar 104,309 units ho gayi. XUV7XO aur XEV 9S jaise naye models ko bookingz itni mil rahi hain ki poochho mat. Company ka market cap lagbhag ₹4.3 trillion hai aur P/E ratio 30 ke aaspaas, jo investor confidence dikhata hai.

Ab aate hain Delhivery par. Logistics ke king ne Q3 FY26 mein kamaal ka performance dikhaya hai. Revenue 18% badhkar ₹2,805 crore ho gaya, aur net profit toh 59% uchhal kar ₹40 crore par pahunch gaya! Is results ke baad toh stock 5% se bhi upar bhag gaya. Company ka plan hai ki woh apne adjusted EBITDA margin ko double karke 11% tak le jaaye aur Return on Invested Capital (RoIC) 20% se zyada kare. Yeh sab hoga scale, claims kam karne, facilities ko optimize karne aur PTL (Part Truck Load) business mein margin badhane se, jahan 16% se zyada ka target hai. Long term mein 20% tak ka volume growth bhi expect kar sakte ho. Delhivery ka market cap lagbhag ₹32.9 trillion hai, lekin P/E ratio kafi high hai, 140 se 228 ke beech. Company ne ek financial services subsidiary bhi start kiya hai aur on-demand intracity shipping service bhi launch ki hai. Sector wise dekha jaaye toh Indian auto sector 2026 mein growth karne wala hai, aur M&M usme aage rahegi. Logistics mein bhi competition hai, par Delhivery technology aur network optimization se alag dikh rahi hai. Haalanki, stock prices mein short-term fluctuations dekhe gaye hain, par company ke operational improvements par nazar hai.

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