SMLMAHCapital Goods

SML Mahindra Limited

Commercial Vehicles · ISIN INE294B01019 · BSE 505192 · NSE EQ · FV ₹10
Last price
₹6,221
+4.17%today
What this company does

SML Mahindra Limited operates in Commercial Vehicles, part of the Capital Goods sector. It booked ₹958 cr of revenue in its latest quarter (Q1 FY27) and kept 6.6% of sales as profit. It is the 3rd largest of 4 Commercial Vehicles companies we track, by market value.

In the report:
62out of 100
Equitytale Health Score
Mixed

Healthier than 62% of companies in Capital Goods, on all six measures of filed financials. Each measure is ranked against the 77–113 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
61

At close. Not part of the score.

Profitability & returns81

How much profit it earns on the money it employs

Balance sheet29

How much it owes, and whether earnings cover the interest

Cash quality59

Whether reported profit actually arrives as cash

Growth & consistency74

Whether sales and profit have grown, and how steadily

Valuation42

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
Makes a profit
Sales up 13% vs last year
Promoters hold 59%
No promoter shares pledged
Strong 49% return on equity
Turns profit into real cash
Watch-outs
! Thin 6.6% net margin

What if I invest in SMLMAH?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 15% a year, it would become
₹26.30 lakh

The slider starts at 15%, taken from this company's own free-cash-flow trend. That is history, not a forecast — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹6,221 +4.17%
latest close · 2026-09-17
1-year return
+1012.0%
52-wk low ₹47552-wk high ₹6,654
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio35.4High
LowAverageHigh
P/B ratio17.34High
Below bookModerateHigh
EV / EBITDA22.9High
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity49.0%Strong
WeakFairStrong ▸15%
Return on capital58.0%Strong
WeakFairStrong
Net margin6.6%Decent
ThinDecentStrong
EBITDA margin10.6%Decent
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.54Moderate
LowModerateHigh ▸1
Interest cover32.1×Strong
RiskyOkayStrong ▸5×
Current ratio1.25Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹9,007 cr
Book value
₹359
EPS
₹43.96
latest quarter
Net debt
₹276 cr
owes more than its cash
Enterprise value
₹9,283 cr
EBITDA
₹405 cr
annualised
EBIT
₹352 cr
annualised
Operating margin
9.2%
Return on assets
18.2%
Earnings yield
2.83%
P/S
2.35
Sales / share
₹2,645.1
Tax rate
25.4%
Face value
₹10
Shares
1.4 cr
Working capital
₹199 cr
Current assets
₹989 cr
Current liabilities
₹790 cr
Delivery %
38.4%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2026 report & filings
not investment advice
Hard to value confidentlyLow confidence
One year's profit is a one-off (far above the multi-year norm), so its recurring earnings power is unclear.
Models span ₹473₹642, midpoint ₹558

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹958 cr
Other Income₹1 cr
Total Income₹959 cr
Cost of Materials₹622 cr
Purchases of Stock-in-Trade₹32 cr
Inventory Change (±)₹89 cr
Employee Benefit Expense₹69 cr
Finance Costs₹3 cr
Depreciation & Amortisation₹13 cr
Other Expenses₹45 cr
Total Expenses₹873 cr
Profit before Tax₹85 cr
Tax Expense₹22 cr
Net Profit₹64 cr
Net margin on total income6.6%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹744 cr77.6%
Employee benefit expense₹69 cr7.2%
Finance costs₹3 cr0.3%
Depreciation & amortisation₹13 cr1.4%
Other expenses₹45 cr4.7%
Tax expense₹22 cr2.3%
Profit for the period₹64 cr6.6%
Total income ₹959 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue539 cr898 cr958 cr
Total income541 cr900 cr959 cr
Expenses517 cr828 cr873 cr
Profit before tax24 cr73 cr85 cr
Tax6 cr18 cr22 cr
Net profit (owners' share)18 cr54 cr64 cr
Net margin (owners' share, on revenue)3.3%6.0%6.6%
EPS (₹)12.1137.4643.96
YoY (latest quarter): total income +13.1% · net profit -5.0%
Balance sheet & cash flow · as of Mar 2026
Moderate debt
Total assets
₹1,397 cr
Shareholder equity
₹519 cr
parent shareholders
Total debt
₹280 cr
Cash
₹5 cr
Cash flow · H1 FY26
Operating
₹129 cr
Investing
₹-26 cr
Financing
₹-105 cr
Peer comparison
Commercial Vehicles · by market value
CompanyPriceMarket capP/E
Tata Motors Limited₹436₹1.61 L cr15.7
Ashok Leyland Limited₹159₹93,172 cr37.8
SML Mahindra Limitedthis company₹6,221₹9,007 cr35.4
Atul Auto Limited₹441₹1,225 cr38.6
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
0.38%
trailing 12 months
Dividend / share (TTM)
₹23.5
Last dividend
₹23.5
ex 3 Jul 2026
ActionDetailEx-date
Dividend₹23.5 / share3 Jul 2026
Dividend₹18 / share9 Jul 2025
Dividend₹16 / share6 Sep 2024
Dividend₹3 / share19 Sep 2019
Dividend₹1.5 / share1 Aug 2018
Dividend₹8 / share14 Sep 2017
Who owns it · 2026-06-30
No pledge
Promoter
59.0%
FII / Foreign
1.2%
DII / Domestic
2.4%
Retail / others
37.4%
Promoter stake up 15.0% over the last 12 quarters.
Smart-money activity
Insider trades
BoughtMahindra & Mahindra Limited · Promoters673 · ₹10.5 L29 Aug 25
SoldSumitomo Corporation · Promoters63.62 L · ₹413.5 cr1 Aug 25
BoughtSURENDER KUMAR TUTEJA · Director1,40023 Aug 17
Bulk / block deals
short · NSE57 Sep 26
short · NSE11,4184 Sep 26
short · NSE443 Sep 26
Stake changes
SoldNavodya Enterprises→ 10.80% · 9,92320 May 26
SoldNavodya Enterprises→ 12.84% · 29,13317 Feb 26
SoldNavodya Enterprises→ 14.99% · 9,75122 Dec 25
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Postal ballot · 6 Sep 2026
See the official result
1
To approve Material Related Party Transaction in connection with the acquisition of the Truck and Bus Division of Mahindra & Mahindra Limited on a slump sale basis
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 50%
19.38 L votes for, 274 against · 0% of mutual funds and other big investors said no
2
To approve Material Related Party Transactions with Mahindra & Mahindra Limited
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 50%
19.37 L votes for, 274 against · 0% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 163 named members
owning 59.0% between them · as of 2026-06-30
MAHINDRA & MAHINDRA LIMITED58.97%
2 x 2 Logistics Private Limitedno shares
Aditatva Estates Private Limited (w.e.f.15.06.2026)no shares
Anthurium Developers Limitedno shares
Åre Villa 3 AB [Formerly known as Visionsbolaget 12191 AB (w.e.f. 26.01.2018)]no shares
Automobili Pininfarina Americas Inc. (formerly known as Harkey Acquisition, L.L.C., USA )no shares
Automobili Pininfarina GmbH [Formerly known as Blitz 18-371 GmbH]no shares
Blue Planet Integrated Waste Solutions Private Limitedno shares

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.