Announced Wed, 27 May · 16:58 IST

Samvardhana Motherson International Limited has informed the Exchange about Transcript of earning conference call held on May 20, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

MOTHERSON · price

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Price reaction · full curve 14 horizons · vs prior close
-0.7%1-day move
₹143.00
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₹144.46
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AI summary

Samvardhana Motherson reported its highest ever quarterly and annual revenues in FY26. Q4 FY26 revenue grew 17% YoY while EBITDA jumped 42% with margins expanding by 200 basis points. For the full year, revenues crossed INR 1.25 lakh Crores with 11% growth, EBITDA grew 11% at 9.5% margins, and normalized PAT rose 17%. The order book (book business value) stands at a record USD 96 billion. Key emerging businesses showed strong momentum: consumer electronics scaled ~7.5x YoY to achieve EBITDA profitability, while aerospace revenues grew 40% with order book at USD 1.6 billion. The company maintained capex discipline with FY26 capex at INR 5,911 Crores, and leverage improved to an all-time low of 0.8x. The Nexon automotive harness acquisition is expected to close by end of June/early July, and Yutaka Giken acquisition remains on track for H1 FY27 completion. Final dividend of INR 0.25 per share was approved.

Likely market impact

Strong execution across diversified businesses with improving margins and record order book visibility supports continued outperformance. The acquisition pipeline (Nexon, Yutaka Giken) and emerging businesses (consumer electronics, aerospace) positioning the company well for Vision 2030 targets.