ALFA Finder| Revenue growth | ₹38,280 Cr, +27% YoY, +9% QoQ; acquisitions and wiring harness-led. |
|---|---|
| Margins | EBITDA margin 8.8%, down ~20bps YoY in Q2; H1 up ~20bps. |
| Order book | Record $106bn order book, up from $96bn at FY26; no peer comparison. |
| Demand visibility | Mixed: India +15%, CV production +7.6%; China -5.5%, Europe -0.6%. |
| Management confidence | Balanced-to-optimistic; repeatedly hedges on Europe, commodities, timelines. |
Growth
Revenue +27% YoY and +9% QoQ, acquisition-aided. EBITDA +23% lagged revenue growth; normalised PAT +37% YoY.
Outlook
FY27 capex guided at ₹6,000 Cr (±10%); 10 facilities operational this FY; GF3 commercial production in Q4 FY27.
Risks
Europe volumes contracting; copper, aluminium and polymer cost pressure; Q2 margin contraction; net debt up from ₹9,757 Cr; GF3 ramp timing not firm.
Earnings Call Transcript filed with NSE, NSE: MOTHERSON. Summary written with AI assistance from the document.
Samvardhana Motherson International Ltd: key numbers
- Share price
- ₹158.55
- Market cap
- ₹1,67,341 Cr
- Revenue (annual)
- ₹1,26,104 Cr
- Net profit (annual)
- ₹3,860 Cr
- P/E (TTM)
- 35.4×Sector 32.4×
- 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 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
Samvardhana Motherson International Legal & Regulatory
Samvardhana Motherson's US subsidiary received a Notice of Penalty Rescission, revoking a USD 19,500 penalty from the New York State Workers' Compensation Board after its appeal. The company is updating its 14 October 2026 disclosure.
- Value
- ₹0.19 Cr