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Earnings Call

Samvardhana Motherson International Earnings Call: Key Takeaways

Motherson reported record FY26 revenue of ₹126,104 Cr and EBITDA of ₹12,033 Cr, driven by strong growth in emerging businesses and automotive outperformance.

Why this was an Alfa AlertNot a filter event. Performance and capex are stated as 'in-line' with prior guidance.
Highlights
Revenue growth11% for 12MFY26; 17% for Q4FY26.
MarginsEBITDA margins resilient at 9.5% for FY26.
Order bookRecord high at USD 96 billion booked business.
Demand visibilityPositive outlook for CV industry in FY27.
Management confidenceHigh, citing record revenues and lowest ever leverage.

Growth

FY26 Revenue grew 11%, EBITDA 11%, and Normalized PAT 17%. Q4FY26 revenue surged 17% YoY.

Outlook

FY27 Capex guidance set at ₹6,000 Cr (+/-10%). Strong booked business at USD 96 billion.

Risks

Rising copper and polymer prices, geopolitical tensions causing crude inflation, and weak demand in specific key markets.

Source

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

Read the document ↗

Samvardhana Motherson International Ltd: key numbers

Share price
₹165.71
Market cap
₹1,74,898 Cr
Revenue (annual)
₹1,26,104 Cr
Net profit (annual)
₹3,860 Cr
P/E (TTM)
39.9×Sector 33.6×
Promoter holding
48.60%+0.00% QoQ
FII holding
12.87%Current quarter

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

More from Samvardhana Motherson International Ltd

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10:39 IST BSE
Debt & Borrowing

Samvardhana Motherson International Debt & Borrowing: ₹300 Cr

Samvardhana Motherson International Limited issued and listed Commercial Paper worth ₹300 Crore. The unsecured debt carries a 6.25% interest rate and matures on November 27, 2026.

Value
₹300.0 Cr
Execution
64 days
18:21 IST BSE
Debt & Borrowing

Samvardhana Motherson International Debt & Borrowing: ₹200 Cr

Samvardhana Motherson International Limited has completed the redemption of Commercial Papers totaling INR 200 Crore on their scheduled maturity date.

Value
₹200.0 Cr
18:15 IST NSE
Merger & Restructuring

Samvardhana Motherson International Merger & Restructuring Worth ₹0.68 Cr

Samvardhana Motherson International's subsidiary has completed the sale of its 26% stake in AES (India) Engineering Limited for Rs.0.68 Crore to T-Net Japan.

Value
₹0.68 Cr
20:45 IST NSE
Capital Structure Change

Samvardhana Motherson International Capital Structure Change

Samvardhana Motherson International Limited has informed holders of its Compulsorily Convertible Debentures regarding the conversion procedure and entitlement date for their existing holdings.

10:16 IST BSE
Acquisition

Samvardhana Motherson International Acquisition Worth ₹500.4 Cr

SAMIL's subsidiary SMAST approved purchase of 50.1% stake in Rotary Connectors Private Limited at an enterprise value of ₹500.4 Crore. RCPL, a military-grade connector maker, will become an indirect subsidiary.

Value
₹500.4 Cr
Execution
By Q4 FY2026-27
13:34 IST NSE
Merger & Restructuring

Samvardhana Motherson International Merger & Restructuring

Motherson Technology Services Limited, a subsidiary of the Company, has completed a capital reduction process. It is now a wholly owned subsidiary of the Company.