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Earnings Call

Samvardhana Motherson International Earnings Call: Key Takeaways

Samvardhana Motherson achieved record Q4 and annual FY26 revenues of ₹1.25 Lakh Crores, driven by aerospace and consumer electronics expansion and successful integration of acquisitions like Atsumitec.

Why this was an Alfa AlertNot a filter event. Results were strong and 'in line' with guidance, but did not materially exceed guided ranges by over 10%.
Highlights
Revenue growthFY26 revenue up 11% YoY exceeding ₹1.25 Lakh Crores.
MarginsEBITDA margins at 9.5%; Q4 margins improved 200 bps YoY.
Order bookUSD 96bn total; Aerospace order book increased 20% to USD 1.6bn.
Demand visibilityStrong; book business at all-time high of USD 96 Billion.
Management confidenceHigh; citing resilience of diversified model and 3CX10 strategy.

Growth

Q4 revenue grew 17% YoY; FY26 EBITDA up 11%. Normalized PAT for Q4 surged 66% due to operating leverage.

Outlook

FY27 capex guided at ₹6,000cr; aiming for Vision 2030 target of USD 108 Billion gross revenue.

Risks

Sharp rise in copper (38% YoY) and polymer prices; geopolitical tensions affecting freight costs and energy.

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.