Samvardhana Motherson International Limited has submitted with the Stock Exchange transcript of earning conference call held on May 20, 2026.
MOTHERSON · price
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Motherson delivered its highest ever quarterly and annual revenues in Q4 and FY26 with 17% YoY revenue growth in Q4 and 11% growth for the full year crossing INR 1.25 lakh crores. EBITDA grew 42% in Q4 with margins expanding 200bps YoY, while FY26 EBITDA grew 11% with resilient 9.5% margins despite commodity inflation. Consumer electronics scaled 7.5x YoY reaching 14-16 million units annualized run rate and achieved EBITDA profitability. Aerospace revenues grew 40% YoY with order book up 20% to USD 1.6 billion. Book business value reached all-time high of USD 96 billion. The company guided FY27 capex of approximately INR 6,000 crores with 50% growth and 50% maintenance. Management expects margin expansion from improving emerging businesses profitability and operational leverage.
Strong execution with record revenues and margin expansion signals the diversification strategy (3CX10 and D.E.M.AL.) is delivering results. New businesses like consumer electronics and aerospace are scaling into meaningful profit contributors while maintaining financial discipline with leverage at all-time low of 0.8x.