SML Mahindra Q4 FY17 earnings call: Revenue & Margins

- Quarter ended Mar 31, 2017 revenue from operations: Rs. 371.13 crores (Page 27). - Year ended Mar 31, 2017 revenue from operations: Rs. 1,368.96 crores, up from Rs. 1,166.37 crores in 2016 (Page 27). - Vehicles sales volumes for FY 2017: 15,184 units, up from 12,700 units in FY 2016 (Page 26). - Passenger carriers sold in FY 2017: 8,012 units vs 6,813 units in 2016, a 17.6% increase (Page 26). - Goods carriers sold in FY 2017: 7,172 units vs 5,887 units in 2016, a 21.8% increase (Page 26). - SMLI registered 19.6% growth in sales Apr-Mar’17 vs industry growth of 4.3% (Page 11). - Outlook: • CV volume growth expected at 6-8% in FY 2017-18 (Page 10).

The presentation does not explicitly describe any capex, capacity expansion, or new plant/project details including amounts, status, or timelines. It mentions: - Installed capacity of 18,000 vehicles and 4,000 bus bodies (Page 21) but no plans for expansion. - Alliance with Isuzu has enabled manufacturing and R&D upgrades (Page 18), but no specifics on new projects or capex. - No direct details or figures regarding capital expenditures, capacity expansions, or new facilities are provided anywhere in the presentation. Thus, based solely on the content of this presentation, no capex, capacity expansion, or new plant/project announcements with amounts, status, or timelines are disclosed.

The investor presentation does not explicitly report any figures or details related to order book, order inflow, or pending orders. Based on the content across all pages, including financials, production, sales, marketing, and shareholder information, there is no mention of current order book status, order inflow data, or pending order backlog. The presentation focuses on historical financial performance, product portfolio, company milestones, production capacity, sales volumes, and balance sheet analysis. No section provides information or data about order books or pending orders.