Samvardhana Motherson International Limited share price
NSE: MOTHERSON · ISIN INE775A01035
Key numbers
- Market cap
- ₹ 1,74,513 Cr
- Current price
- ₹ 165.71
- 52-week high / low
- ₹ 173 / 101
- Stock P/E
- 39.8
- Book value
- ₹ 38.9
- Dividend yield
- 0.30%
- ROCE
- 12.6%
- ROE
- 10.2%
- Debt to equity
- 0.47
- Sales growth (3 yrs)
- 17.1%
- Profit growth (3 yrs)
- 37.2%
- 1-year return
- 53.5%
About Samvardhana Motherson International Limited
Samvardhana Motherson International Limited, together with its subsidiaries, manufactures and sells components to automotive original equipment manufacturers in India, Germany, the United States, and internationally. It operates through Wiring Harness, Modules and Polymer Products, Vision Systems, Integrated Assemblies, and Emerging Businesses segments. The company offers wiring harness components, power modules, electrical cabinets and power packs, and electrical distribution systems; and exterior and interior rearview mirrors, and camera monitoring systems. It also provides plastic parts and system modules for vehicle interiors and exteriors, under-bonnet products, upholstery, sunroofs, and fuel tanks; cockpit modules, centre consoles, headliners, door panels, and exterior front-end modules, as well as value-added module assemblies; and full module service and system integration, and logistic services. In addition, the company engages in emerging businesses, including elastomers and extruded rubber components, lighting and electronics, precision metals and modules, technology and industrial, aerospace, and health and medical solutions; provision of HVAC and compressors, body…
Quarterly results
Consolidated figures in ₹ crores
| Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 29,943 | 29,876 | 31,185 | 34,019 | 34,912 |
| Operating profit | 2,458 | 2,611 | 3,043 | 3,791 | 3,096 |
| Net profit | 512 | 827 | 1,024 | 1,497 | 1,032 |
| EPS (₹) | 0.48 | 0.78 | 0.97 | 1.42 | 0.98 |
Concall summary (2026-08-13)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- Our Aerospace business delivered revenue growth of over 20% year -on-year, while the order book grew by more than 17% since FY '26 end, giving us strong visibility on future growth.
- We spent INR 1,614 crores on capex in the first quarter, in-line with our full year guidance of INR 6,000 crores, plus/minus 10%.
Growth & demand
- Revenue grew by 17% year -on-year and 3% sequentially during the quarter.
- EBITDA grew by 26% during the quarter, ahead of revenue growth, with EBITDA margin improving by 60 basis points year -on-year.
Margins & costs
- This improvement was primarily driven by the modules and polymer business, wherein the restructuring initiatives undertaken over t he last 1.5 years to breathe with the market helped absorb input cost inflation and deliver year-on-year margin improvement.
- On a year -on-year basis, copper prices are now up 40%, creating near -term input cost pressures, as these costs are typically passed on to the customers with a lag of 1 or 2 quarters.
Capex & expansion
- Capex for this third facility is e xpected to be approximately INR 65 billion spread over a period of 3 years, building manufacturing capacity of 40 million units annually at full scale.
- And the second one on consumer electronics, the capex number that we have disclosed, as I understand, it's only for what Motherson will do INR 65 billion.
Balance sheet & cash
- Despite this continued investment in growth, we further improved our leverage position.
- Our leverage ratio is now at an all -time low of 0.8x, well within our financial policy ceiling of 2.5x and our internal aspiration of staying below 1.5x.
Peers in Auto Parts
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