Samvardhana Motherson International Limited has informed the Exchange about Investor Presentation
MOTHERSON · price
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Samvardhana Motherson International reported Q1 FY26 consolidated revenue of Rs 30,212 crore, up 4.7% year-on-year, driven by M&A contributions and resilient organic growth that outpaced the industry. However, EBITDA fell to Rs 2,466 crore from Rs 2,785 crore, with margins compressing to 8.2% from 9.6%, and PAT (concern share) dropped sharply to Rs 667 crore from Rs 994 crore. The company flagged transitory headwinds including structural challenges in Western and Central Europe (Rs 110 crore post-tax exceptional charge), a timing lag in tariff pass-through, greenfield startup costs, and FX losses of ~Rs 70 crore post-tax. The company operationalised 3 greenfields during the quarter, has 11 more at various stages, and signed 2 new strategic partnerships. Net leverage rose modestly to 1.1x with strong liquidity of Rs 11,027 crore, and capex stood at Rs 1,208 crore (49% of EBITDA).
A mixed quarter where top-line growth was offset by significant margin and profit declines, likely to weigh on near-term sentiment. However, the management's framing of pressures as 'transitory,' strong order book visibility, greenfield expansion, and comfortable leverage provide some comfort for long-term investors.