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Mahindra & Mahindra (MM IN) | The Bookings Fallacy

Pranav has highlighted this Insight as a Top Pick
950 Views21 Sep 2022 12:09
We challenge Mahindra & Mahindra (MM IN) 's narrative of strong demand and booking pipeline (140k+ open bookings, excl Scorpio N as of Q1 FY23)
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Pranav Bhavsar
Consumer Analyst / Channel Surveillance Specialist
Trudence Capital Advisors
IndiaConsumer Discretionary & Consumer StaplesEquity Bottom-Up
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