Added to YB: 2025-07-29
Pitch date: 2025-07-26
SMLISUZU.NS [bullish]
SML Mahindra Limited
+4.1%
current return
Author Info
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Company Info
SML Mahindra Limited manufactures and sells commercial vehicles and related parts in India and internationally.
Market Cap
INR 51.2B
Pitch Price
INR 3.6K
Price Target
6.0K (+59%)
Dividend
N/A
EV/EBITDA
19.36
P/E
N/A
EV/Sales
1.90
Sector
Machinery
Category
growth
Show full summary:
SML Isuzu: From Japanese Underdog to Mahindra's Crown Jewel in Commercial Vehicles Turnaround Play
SMLISUZU.NS: Mahindra's 58.96% acquisition at ₹650/share transforms sleepy midcap into CV powerhouse. Q1FY26: Rev ₹846Cr, Profit ₹67Cr (double-digit YoY). 36.4% ROE, 27.1% ROCE. At ₹3,799 (38.6x P/E), looking for margin expansion & export growth beyond current 1%. 6,000 price target; watch for integration & EV rollout.
Read full article (6 min)