Mahindra & Mahindra has announced its Q3 FY26 analyst meet scheduled for February 11, 2026, as part of its regulatory disclosure under SEBI listing requirements. The automotive major informed stock exchanges about the upcoming interaction with analysts and institutional investors through a formal communication dated January 19, 2026.

Meeting Details and Schedule

The analyst meet will be conducted in a hybrid format, allowing both physical and virtual participation. The company has provided comprehensive details for the upcoming interaction:

Registration and Access Requirements

Pre-registration is mandatory for all participants wishing to attend the analyst meet. The company has set up a dedicated webcast platform accessible through multiple devices and operating systems. Key registration details include:

• Registration Link: https://rmgwebcast.com/mahindra/110226/analystmeet/
• Platform Compatibility: Accessible via tablets, mobiles, or PCs running MacOS/iOS, Windows, or Android
• Technology: YouTube-based webcast requiring organizational YouTube access verification
• Interactive Features: Facility to post questions to senior management during the live session

Technical Specifications and Accessibility

The webcast platform offers flexibility for participants across different technological environments. Organizations without YouTube access can utilize open networks through various devices. The live webcast will include interactive capabilities, enabling participants to engage directly with the company's senior management team during the session.

Replay and Archive Availability

A replay of the webcast will be available on the same URL until March 12, 2026, providing extended access for those unable to attend the live session. This feature ensures broader accessibility and allows for subsequent review of the discussions and presentations.

Regulatory Compliance and Disclaimers

Mahindra & Mahindra has explicitly stated that no unpublished price sensitive information will be shared during the analyst meet, ensuring compliance with SEBI regulations. The company has also noted that the schedule and mode of meeting may undergo changes due to exigencies on the part of investors, analysts, or the company itself. The communication was signed by Sailesh Kumar Daga, Company Secretary, and submitted to major stock exchanges including NSE, BSE, Luxembourg Stock Exchange, and London Stock Exchange.

Tech Mahindra is preparing to launch a transparent, AI-specific metric within the next quarter to provide clearer insights into how artificial intelligence is being priced into business deals. The announcement comes as the IT services sector grapples with accurately measuring and communicating the value of AI integration in client engagements.

Speaking exclusively to CNBC-TV18 on the sidelines of the World Economic Forum in Davos, Managing Director and CEO Mohit Joshi criticized the current trend of reporting AI-linked revenue as more of a marketing exercise than a true reflection of value creation. The company is developing a clearer framework to help investors and clients better understand how AI influences deal economics.

Strong Q3 Performance and Turnaround Progress

Tech Mahindra delivered robust performance in the December quarter, demonstrating the effectiveness of its ongoing transformation strategy.

Joshi emphasized that the turnaround plan outlined to markets in 2024 remains firmly on track, supported by what he described as the best team in the industry. The company has demonstrated a remarkable recovery from being at the bottom of the growth curve in FY23 to outperforming peers in the most recent quarter.

Margin Targets and Strategic Focus

Despite challenging global conditions, Tech Mahindra maintains its commitment to achieving a 15% margin target for the year, which Joshi clarified refers to a full-year average. The company retains sufficient operational levers to protect margins while simultaneously shifting focus toward accelerating growth momentum.

The CEO highlighted the company's strategic positioning to grow above the industry peer-average growth range, marking a significant turnaround achieved in a relatively short timeframe.

Geographic Strategy and Market Positioning

Europe remains a crucial market for Tech Mahindra, particularly through its exposure to the automotive sector, which provides the company with a strong global footprint. However, telecommunications continues to represent the largest business segment, driven primarily by national and domestic demand dynamics rather than global trade flows.

Regarding global uncertainties, Joshi noted it remains too early to forecast the impact of potential tariff wars, emphasizing that trade conflicts benefit no economy. He observed improved client spending sentiment compared to the previous year, creating a more supportive demand environment.

AI as Strategic Opportunity

Joshi positioned artificial intelligence as a clear tailwind for the IT services industry, countering earlier concerns about AI being a potential headwind. He noted increased demand for experienced talent despite AI adoption, with India emerging as the largest pool of trained AI manpower globally.

Using telecommunications as an example, Joshi outlined major AI opportunities in transforming networks, customer relationships, and the B2B landscape. Tech Mahindra is strategically positioned to leverage these opportunities through:

• Building smaller language models
• Partnering with hyperscalers and AI providers
• Driving comprehensive client transformation initiatives

The company's deal win pipeline remains robust, reinforcing confidence in sustained growth momentum over the coming quarters and supporting the overall transformation strategy.