Announced Wed, 5 Nov · 14:20 IST

Motherson Sumi Wiring India Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

MSUMI · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Motherson Sumi Wiring India reported Q2 FY26 revenue of ₹2,762 crore, up 19% year-on-year, outpacing the passenger vehicle industry's 4% growth. EBITDA rose 12% to ₹280 crore and profit after tax grew 9% to ₹165 crore, though growth in ex-Greenfield terms was 13% for both, indicating some margin drag from new plant startup costs. For H1 FY26, revenue grew 17% to ₹5,256 crore, while PAT inched up just 2% to ₹308 crore due to Greenfield ramp-up expenses and rising copper prices. The company remains debt-free with a net cash position of ₹53 crore, one of three Greenfield facilities has started production, and EV contributes 6.7% of revenue.

Likely market impact

Strong revenue outperformance versus the industry is positive, but the gap between reported and ex-Greenfield profitability highlights near-term margin pressure from new plant costs and rising copper prices. Investors should watch Greenfield ramp-up progress and copper cost pass-through for margin recovery in coming quarters.