Motherson Sumi Wiring India Limited has informed the Exchange about Transcript
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MSWIL has submitted the transcript of its Q4 FY25 earnings call held on May 9, 2025. The Chairman highlighted the company achieved its highest-ever quarterly and full-year revenues, growing 12% against industry growth in mid-single digits, and is now supplying to 9 of the top 10 selling four-wheelers in India. Three new Greenfield plants (Gujarat, Haryana, Pune) are ramping up, with combined annualized revenue potential of around Rs 2,100 crores expected by H2 FY26; one plant is already operational and the other two are slated to start in Q1 and Q2 FY26. Greenfield losses have been declining each quarter, EV-related revenue (high-voltage harnesses) contributes about 4% of total sales, and FY26 CAPEX is guided at approximately Rs 200 crores. Management also addressed copper pass-through arrangements, localization efforts, and confirmed no supply disruption from rare earth restrictions.
Reaffirms strong growth visibility with the Greenfield ramp-up providing a clear revenue trajectory, though near-term margin pressure from product mix and copper pass-through timing lag remains a watchpoint for investors.