Cash Deployment Strategy & Value Creation
Growth Gems
PIVOT TO GROWTH... Gems
Deep Dive: FY22 & FY23 - ...and establishing growth gems
Progress made so far
Valuation' ($ Mn)
On track to achieve target
FY20
FY23
mahindra
67% market share in 3W EV; IFC investment
(<1002)
+630 Mn
734
LAST MILE MOBILITY
Unlock
susten
OTPP investment to accelerate scale-up
(<200
+90 Mn
(290)
By Mahindra
mahindra LIFESPACES
Robust launch pipeline with 9 launches; 4000+ Crs GDV acquired
(120)
+550 Mn
670
Customer & inventory adds, curated customer experience
230
+430 Mn
660)
ClubMahindra
Growth
Mindset
mahindra
LOGISTICS
Integrated logistics play with multiple acquisitions
200
+120 Mn
(320)
Revenue ($ Mn)
mahindra
ACCELO
Pivot to decarbonizing of Mobility and Energy
182
+332 Mn
514
4
car&bike
Retail scale-up across multiple formats
(50
+91 Mn
(141)
Emerging
CLASSIC LEGENDS
New launches, distribution scale up and exports
(56)
+28 Mn
(84
1. Closing value as of 31-March for corresponding years; 2. F20 Valuation based on rough estimate of Jeeto and 3 Wheelers ICE portfolio
Note: For FY20: $1 = INR 74.1; For FY23: $1 = INR 81.7
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