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Earnings Call

Motherson Sumi Wiring India Earnings Call: Key Takeaways

MSWIL achieved record annual revenue crossing ₹10,000 crores in FY26. Performance reflects strong growth despite transitional copper price margin compression.

Highlights
Revenue growth33% YoY revenue growth reported for Q4FY26.
MarginsTransitional 2.9% gross margin compression due to copper pass-through lag.
Order bookWinning businesses in all powertrains; orders backed by firm customer commitments.
Demand visibilityStrong traction in new orders across ICE, EV, and hybrid.
Management confidenceHigh; bullish on Indian automotive market and powertrain diversification.

Growth

Annual revenue crossed ₹10,000cr for first time; 33% YoY revenue growth in Q4FY26.

Outlook

Planned capex of ~₹200cr for FY27; greenfield annualized revenue target of ~₹2,000cr.

Risks

Copper price volatility causing 2-2.5% bottom-line impact; underutilization at Pune greenfield plant (40-50%).

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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