Record Q2 FY27 revenue and 45% H1 normalized profit growth

Management guided margin improvementManagement guided margin pressureOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

MOTHERSON · price

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Price reactionminutes from the announcement price · days from the prior close

+5.5%Reaction day

₹158.34

prior close

₹167.70

announcement price

In-mkt

timing

Nifty 100market+2.2%+3.3% vs market

Auto Components & Equipments peers, median of 122sector+1.2%+4.3% vs sector

On the reaction day the stock moved 3.3 pts more than Nifty 100 and 4.3 pts more than its Auto Components & Equipments peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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10m

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15m

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30m

-0.4

Sessions after the filingfrom the prior close

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Reaction day

+5.5+2.2+3.3+1.2+4.3

Next day

+0.1pendingpending+0.1-0.0

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15d

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UpDownMarket · Nifty 100Sector · Auto Components & Equipments peers, median of 122Pending

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AI summary

Samvardhana Motherson reported record Q2 FY27 revenue of Rs 38,280 crore, up 27%, and EBITDA of Rs 3,353 crore, up 23%. H1 revenue rose 22% to Rs 73,524 crore and normalized profit after tax rose 45% to Rs 2,207 crore. Wiring harness growth and acquisitions drove results. Cost savings and synergies can improve margins, but copper inflation and integration costs remain risks. Order book: USD 106 billion; FY27 spending plan: Rs 6,000 crore.

Likely market impact

Record revenue, profit growth and USD 106 billion order book support the outlook, but copper inflation and acquisition integration may cap margins.