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Investor Presentation

Samvardhana Motherson International Investor Presentation: Key Takeaways

Samvardhana Motherson reported highest-ever quarterly revenue of Rs 35,244 Cr in Q1FY27, driven by wiring harness growth despite geopolitical cost pressures and China slowdown.

Highlights
Revenue growth17% YoY reported
MarginsEBITDA margin improved from 8.2% to 8.8% YoY
Order bookAerospace order book grew 17%+ since FY26-end
Demand visibilityStrong order book; outlook remains favorable for FY27
Management confidenceHealthy performance across businesses

Growth

Revenue grew 17% YoY; EBITDA increased 26% to Rs 3,104 Cr; Normalized PAT jumped 55% to Rs 1,032 Cr.

Outlook

FY27 Capex guided at Rs 6,000 Cr (+/-10%); 13 facilities under expansion; 03 acquisitions completed or announced.

Risks

Copper and polymer price inflation; geopolitical tensions in Middle East impacting container indices; China market slowdown weighing on industry.

Source

Investor Presentation filed with BSE, NSE: MOTHERSON. Summary written with AI assistance from the document.

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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.