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December 2017
 |
M&M (The Total
Investment & Insurance Solutions)
Mahindra &
Mahindra (M&M) has reportedly unveiled new petrol variant of its
premium SUV, the XUV500. The petrol-powered XUV500 is available in a single
‘GAT’ variant priced at Rs 15.49 lakh (ex-showroom, Delhi) and is available in
select cities with immediate effect. .The
Total Investment & Insurance Solutions
This model will be available in a single variant called ‘GAT’ with a 6-speed automatic transmission sourced from AISIN, Japan. This variant is powered by the indigenously developed 2.2 litre mHawk petrol engine.
This new launch to improve its product mix and hence would be margin accretive. The stock to react positive on this news. Moreover, it would also improve its revenues. .The Total Investment & Insurance Solutions
We believe the company to report better product mix, operating leverage, and cost controls. we forecast ~10% EPS CAGR for M&M+MVML over FY17-20E.
The tractor segment is expected to do well in FY18E, supported by successive years of normal monsoon. .The Total Investment & Insurance Solutions
In the auto segment, M&M would benefit from cyclical recovery in LCVs. M&M is doing well in LCVs, due to its dominance in 2.0-3.5T pickups and given that industry demand has been shifting from SCVs to pickups. The stock seems cheap at 18.7x FY20 EPS. We have positive outlook on the stocThe Total Investment & Insurance Solutions
This model will be available in a single variant called ‘GAT’ with a 6-speed automatic transmission sourced from AISIN, Japan. This variant is powered by the indigenously developed 2.2 litre mHawk petrol engine.
This new launch to improve its product mix and hence would be margin accretive. The stock to react positive on this news. Moreover, it would also improve its revenues. .The Total Investment & Insurance Solutions
We believe the company to report better product mix, operating leverage, and cost controls. we forecast ~10% EPS CAGR for M&M+MVML over FY17-20E.
The tractor segment is expected to do well in FY18E, supported by successive years of normal monsoon. .The Total Investment & Insurance Solutions
In the auto segment, M&M would benefit from cyclical recovery in LCVs. M&M is doing well in LCVs, due to its dominance in 2.0-3.5T pickups and given that industry demand has been shifting from SCVs to pickups. The stock seems cheap at 18.7x FY20 EPS. We have positive outlook on the stocThe Total Investment & Insurance Solutions
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