Press Release.
MOTHERSON · price
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SAMIL reported its highest-ever quarterly and annual revenues for FY26 ended March 2026. Q4FY26 revenue rose 17% YoY to Rs. 34,309 Crores, while full-year revenue crossed Rs. 1.25 lakh Crores at Rs. 126,104 Crores, up 11% YoY. EBITDA for FY26 stood at Rs. 12,033 Crores with normalized PAT at Rs. 4,258 Crores. The company achieved its lowest-ever leverage ratio of 0.8x (down from 0.9x in FY25) despite record capex of Rs. 5,911 Crores. Emerging businesses grew 50% YoY with Consumer Electronics up 7.5x and Aerospace up 40%. The Board approved a final dividend of Rs. 0.25 per share, taking total FY26 dividend to Rs. 0.60 per share (up from Rs. 0.57 in FY25), with a payout ratio of 16.4%. Booked business stands at USD 96 billion providing good visibility.
Strong operational performance with revenue growth, improved leverage, and higher dividends are positive for shareholders. The company's focus on capital efficiency and diversification into emerging businesses like aerospace and consumer electronics positions it well for future growth, though the valuation may already reflect much of this optimism.