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Motherson Sumi Wiring India Earnings Call: Key Takeaways

Motherson Sumi Wiring India reported a 'best-ever' FY26, crossing the INR 100 Bn revenue mark. Strategy focuses on high-voltage EV solutions and debt-free operations.

Highlights
Revenue growth23.2% YoY for FY26; 32.9% for Q4FY26.
MarginsEBITDA margin 11.4% (FY26) vs 12.3% (FY25) due to copper prices.
Order bookSupplying to 9 out of top 10 passenger vehicles in India.
Demand visibilityStrong; outpacing industry volume growth by ~11% YoY.
Management confidenceHigh; citing 'best-ever' quarterly and yearly performance.

Growth

FY26 revenue grew 23.2% YoY to ₹11,478 Cr; Q4FY26 revenue surged 32.9% YoY to ₹3,335 Cr.

Outlook

Ramping up new Greenfield units in Navagam and Pune; targeting higher EV share (8.6% in Q4).

Risks

Higher copper prices (~18% QoQ increase) and unfavorable currency movements impacted short-term profitability.

Source

Earnings Call filed with NSE, NSE: MSUMI. Summary written with AI assistance from the document.

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Motherson Sumi Wiring India Ltd: key numbers

Share price
₹34.29
Market cap
₹22,740 Cr
Revenue (annual)
₹11,478 Cr
Net profit (annual)
₹625.2 Cr
P/E (TTM)
36.2×Sector 33.6×
Promoter holding
61.73%+0.00% QoQ
FII holding
8.91%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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