Samvardhana Motherson International Limited has submitted with the exchange earning call transcript.
Awaiting price reaction for this filing.
SAMIL shared its Q4 and FY25 results, reporting record FY25 revenue of ~INR 1,13,600 crores (up 15% YoY), EBITDA of INR 10,877 crores (up 17%), and PAT of INR 3,803 crores (up 40%). The company celebrated its 50th anniversary and announced a 1:2 bonus issue. Management highlighted 5-year CAGR of 19% in revenue, 21% in EBITDA, and 68% in PAT, with net debt-to-EBITDA at a 5-year low of 0.9x and ROCE at 17.2%. Order book stands at ~US$88 billion, including US$2.7 billion non-auto. The Chairman unveiled a Vision 2030 target of US$108 billion gross revenue with 40% ROCE, to be detailed at an investor conference in September/October. Capex guidance for FY26 is INR 6,000 crores (±10%), split equally between maintenance and growth, with consumer electronics and PCBA as key growth drivers.
Positive for shareholders — record profits, bonus issue, debt at 5-year low, and a strong growth pipeline in non-auto segments (consumer electronics, aerospace, semiconductors). The Vision 2030 target signals aggressive long-term expansion, though FY26 outlook carries some near-term margin softness in the MPP division and trade policy uncertainty.