ALFA Finder| Revenue growth | FY26 revenue up 11% YoY exceeding ₹1.25 Lakh Crores. |
|---|---|
| Margins | EBITDA margins at 9.5%; Q4 margins improved 200 bps YoY. |
| Order book | USD 96bn total; Aerospace order book increased 20% to USD 1.6bn. |
| Demand visibility | Strong; book business at all-time high of USD 96 Billion. |
| Management confidence | High; 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.
Earnings Call filed with NSE, NSE: MOTHERSON. Summary written with AI assistance from the document.
Samvardhana Motherson International Ltd: key numbers
- Share price
- ₹169.69
- Market cap
- ₹1,79,098 Cr
- Revenue (annual)
- ₹1,26,104 Cr
- Net profit (annual)
- ₹3,860 Cr
- P/E (TTM)
- 37.9×Sector 32.5×
- Promoter holding
- 48.60%+0.00% QoQ
- FII holding
- 13.04%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Samvardhana Motherson International Ltd
All →Samvardhana Motherson International Earnings Call Transcript: Key Takeaways
Record ₹38,280 Cr revenue (+27% YoY), but Q2 EBITDA margin slipped to 8.8% from 9% amid acquisition integration and input-cost pressure. Growth is heavily acquisition-aided, and management hedged on Europe, commodities and timelines.
Samvardhana Motherson International Other Announcement
Samvardhana Motherson declared Reg 54 security cover non-applicability for quarter ended 30 September 2026. All listed NCDs are unsecured, so no cover ratio is reported.
Samvardhana Motherson International Partnership
Samvardhana Motherson's Singapore subsidiary MSSL announced a collaboration with NTU Singapore to industrialise Spinheat magnetic curing technology. No financial value was disclosed.
Samvardhana Motherson International Legal & Regulatory
Samvardhana Motherson's Spanish subsidiary faces a proposed EUR 20,001 fine for air quality breaches. The company reports no material financial or operational impact.
- Value
- ₹0.21 Cr
Samvardhana Motherson International Debt & Borrowing: ₹834.8 Cr
Samvardhana Motherson issued a corporate guarantee for a EUR 75 million BNP Paribas term facility of subsidiary MGI B.V. Liability capped at ₹834.75 Crore.
- Value
- ₹834.8 Cr
- Execution
- Guarantee valid up to February 28, 2032
Samvardhana Motherson International Legal & Regulatory
Motherson paid a ₹0.36 Crore FEMA compounding fee to RBI for unregistered 2007 bonus shares held by foreign shareholders. No material financial or operational impact.
- Value
- ₹0.36 Cr