Business

Mahindra & Mahindra exits RBL Bank, selling its entire 3.53% stake

Mahindra & Mahindra Sells Entire 3.53% Stake in RBL Bank for Rs. 678 Crore; Books 62.5% Gain

Written By : Bhavesh Maurya
Reviewed By : Shovan Roy

Mahindra & Mahindra (M&M) has sold its entire holding of 3.53% in RBL Bank for Rs. 678 crores, gaining a profit of 62.5% on its investment in slightly over a year. The automaker on Friday, November 6, 2025, confirmed the divestment through an exchange filing.

Stake Sale Details

M&M had originally invested Rs. 417 crore in July 2023 to acquire a 3.53% stake in RBL Bank at Rs. 197 per share as part of its treasury operations. The recent sale, executed at an average price of Rs. 321 per share, resulted in a gain of nearly Rs. 261 crore.

In its filing, the company stated: “The Company has sold its entire stake in RBL Bank for Rs. 678 crore, representing a 62.5% gain on investment.”

The sale aligns with M&M’s capital allocation strategy, focusing on flexibility and value creation through selective treasury investments.

Market Reaction

Following the announcement, M&M’s stock traded 1.44% higher at Rs. 3,633 per share on the BSE at around 10:30 a.m. The stock opened at Rs. 3,603.45 and remained one of the top gainers in the auto sector during early trading hours.

Meanwhile, RBL Bank shares are expected to remain in focus following the large block deal, which saw nearly 3.45% of its equity change hands on the exchanges. The transaction was reportedly executed at Rs. 321 per share, slightly below the previous close of Rs. 322.

Emirates NBD’s Strategic Investment

Dubai-based Emirates NBD (ENBD) announced plans to acquire a 60% stake in RBL Bank via a preferential equity issue worth Rs. 26,853 crore, at Rs. 280 per share. The move marks a landmark moment for India’s banking industry.

  • It is the largest-ever foreign direct investment (FDI) in Indian financial services.

  • It represents the biggest equity fundraise by an Indian bank.

  • It is the first time a foreign bank has gained majority ownership in a profitable Indian private lender.

Following the regulatory guidelines, ENBD will also make a mandatory open offer for an additional 26% stake at the same price. Upon receiving the nod from the Reserve Bank of India (RBI), ENBD will be the promoter of RBL Bank and will have a seat on its board.

Also Read: US Stock Market Today: S&P 500 Rises 0.6% & NASDAQ Soars 0.9% After Tech Sell-Off as December Rate Cut Speculation Grows

Outlook

RBL Bank's FDI record deal and M&M's strategic withdrawal highlight the shifting dynamics of India's financial sector, where large global players are eyeing partnerships with domestic banks. 

RBL Bank’s shares, which have already increased twofold this year (up 104% year-to-date), are now set for a new phase of expansion with Emirates NBD.

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