SML Mahindra Ltd (SMLMAH) — shareholding pattern, promoter holding, financials and share price
About SML Mahindra Ltd (SMLMAH)
SML Mahindra Ltd operates in the Commercial Vehicles industry, within the Capital Goods sector. It trades on the NSE as SMLMAH and on the BSE under scrip code 505192. Its ISIN is INE294B01019.
SML ISUZU LIMITED was incorporated as Swaraj Vehicles Ltd in 1983 and was promoted by Punjab Tractors Ltd with technical collaboration Mazda Motor Corporation, Japan, and Sumitomo Corporation, Japan. In 2004, the technical collaboration agreement with Mazda expired 2004 and sold its entire stake to Sumitomo Corporation and in the same time, it signed a technical assistance agreement with Isuzu Motors. In 2011, it was renamed as SML ISUZU and Sumitomo Corporation(Japan) and Isuzu Motors(Japan) own 44% and 15% stake, respectively [1]
SML Mahindra Limited (formerly SML Isuzu) manufactures commercial vehicles—trucks, buses and specialty vehicles—operating a manufacturing base in Nawanshahar, Punjab, and a dealer/service network focused on ILCV and passenger bus segments. The company was acquired by Mahindra & Mahindra in August 2025 and now forms part of Mahindra’s Trucks & Buses strategic cluster.
Since the August 2025 acquisition by Mahindra, integration has progressed rapidly: common senior leadership, product and aggregate roadmap completion, connected-vehicle and digital prognostics workstreams, DMS integration with AI/ML capabilities, and service-network integration (600+ touchpoints) are reported ahead or on plan, reinforcing the strategic rationale for the deal and improving operational control.
Listed peers in Commercial Vehicles: Atul Auto Ltd, Tejas Cargo India Ltd, Tankup Engineers Ltd, Anlon Technology Solutions Ltd, Ashwini Container Movers Ltd, DRS Dilip Roadlines Ltd.
Valuation & Returns
10 Jul 2026At ₹4,159.95 a share on 10 Jul 2026, SML Mahindra Ltd (SMLMAH) was valued at a price-to-earnings ratio of 37.68x against an industry P/E of 29.75x and a price-to-book of 11.59x on a book value of ₹358.87 per share as of Mar 2026. Solomo computes return on equity of 30.76% and return on capital employed of 29.03% from filed results. Earnings ratios use standalone results for the twelve months Jun 2025 to Mar 2026.
- P/E
- 37.68x
- Industry P/E
- 29.75x
- P/B
- 11.59x
- EPS (TTM)
- ₹110.39
- Book value / share
- ₹358.87
- ROE
- 30.76%
- ROCE
- 29.03%
- ROA
- 11.44%
- Debt / equity
- 0.56x
- Dividend yield
- 0.56%
- EBITDA margin
- 10.1%
- 52-week range
- ₹4,103 – ₹4,189
Ratios are computed from filed results and the last recorded price. Not investment advice.
Financial Performance
Mar 2026In the year ended Mar 2026, SML Mahindra Ltd (SMLMAH) reported revenue of ₹2,838 crore, net profit of ₹160 crore and earnings per share of ₹110.39. That compares with revenue of ₹2,399 crore and net profit of ₹122 crore in Mar 2025. Figures are standalone, as filed with the exchanges.
In the quarter ended Mar 2026, revenue was ₹898 crore and net profit ₹54 crore (standalone).
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Revenue (₹ cr) | 924 | 1,822 | 2,196 | 2,399 | 2,838 |
| Net profit (₹ cr) | -100 | 20 | 108 | 122 | 160 |
| EPS (₹) | -68.94 | 13.71 | 74.55 | 84.08 | 110.39 |
| Measure | 10Y | 5Y | 3Y | 1Y |
|---|---|---|---|---|
| Sales growth | 7.21% | 36.86% | 15.93% | 18.30% |
| Profit growth | 10.89% | - | 100.45% | 31.30% |
Ownership Summary
Jun 2026As of Jun 2026, promoters hold 58.97% of SML Mahindra Ltd (SMLMAH) (unchanged from the previous quarter), foreign institutional investors (FII) hold 1.24% and domestic institutional investors (DII) hold 2.43%. Market capitalisation was ₹6,020 crore on 10 Jul 2026. Shareholding is filed quarterly with BSE and NSE; Solomo carries every filing back to Mar 2001.
Largest disclosed public shareholders in Jun 2026: SACHIN BANSAL (PARTNER OF SPV ENTERPRISES) 4.13%, SACHIN BANSAL (PARTNER OF ANANDAM ENTERPRISES) 3.19%, SACHIN BANSAL (PARTNER OF NAVODAYA ENTERPRISES) 2.75%, INVESTOR EDUCATION AND PROTECTION FUND AUTHORITY MINISTRY OF CORPORATE AFFAIRS 1.92%, VANAJA SUNDAR IYER 1.87%. Only stakes above the 1% disclosure threshold are named in filings.
| Quarter | Promoter | Pledged | FII | DII | Public |
|---|---|---|---|---|---|
| Jun 2026 | 58.97% | - | 1.24% | 2.43% | 41.03% |
| Mar 2026 | 58.97% | - | 0.77% | 1.56% | 41.03% |
| Dec 2025 | 58.97% | - | 0.61% | 0.64% | 41.03% |
| Sep 2025 | 58.97% | - | 1.8% | 0.63% | 41.03% |
| Jun 2025 | 43.96% | - | 15.73% | 0.29% | 56.04% |
| Mar 2025 | 43.96% | - | 15.24% | 0.04% | 56.04% |
| Dec 2024 | 43.96% | - | 15.32% | 0% | 56.04% |
| Sep 2024 | 43.96% | - | 15.35% | 0.05% | 56.04% |