ALFA Finder| Revenue growth | 17% YoY reported |
|---|---|
| Margins | EBITDA margin improved from 8.2% to 8.8% YoY |
| Order book | Aerospace order book grew 17%+ since FY26-end |
| Demand visibility | Strong order book; outlook remains favorable for FY27 |
| Management confidence | Healthy 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.
Investor Presentation filed with BSE, 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