BMW reassures investors by reaffirming its full‑year outlook amid a volatile market, Jefferies analysts note. The German automaker still projects flat vehicle sales for 2024, even as industry forecasts tighten. First‑quarter earnings exceeded expectations, with an EBIT margin of 5% that outpaced consensus by 30 basis points. The stock rose 5.8% after the comment.

BMW’s first‑quarter performance underscored resilience in its core auto business, Bernstein analysts observe. Group revenue and EBIT fell short of consensus, largely due to weaker motorcycle and financial‑services units. Nevertheless, the auto EBIT margin hit 5%, sitting mid‑range of the 4%‑6% guidance and 30 basis points ahead of market expectations, achieved without U.S. tariff refunds, which supports the company’s earnings targets and helps maintain shareholder confidence.

Mahindra & Mahindra sees growth outlook thanks to a SUV launch cycle, Nomura analysts report. Management forecasts mid‑teens sales volume growth for FY 2027, driven by the XEV 9S and a supply‑constrained XUV 7XO that may ramp up production. The firm plans ten internal‑combustion SUVs for FY 2027‑2031, trims the target price to 4,580 ₹ from 4,662 ₹, while shares tick 1.4% higher at 3,256.35 ₹ today.