Samvardhana Motherson International Limited has submitted with the exchange earnings call transcript.
MOTHERSON · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
SAMIL reported its best-ever FY25 performance with consolidated revenues of ~INR 113,600 crores (up 15% YoY), EBITDA of INR 10,877 crores (up 17%), and profit after tax of INR 3,803 crores (up 40%). The company achieved its lowest net debt-to-EBITDA ratio of 0.9x and reported a large order book of ~US$88 billion. Management announced a bonus issue in 1:2 ratio to mark the company's 50th anniversary. FY26 capex guidance is INR 6,000 crores (±10%), with 50% directed toward growth areas like consumer electronics, aerospace, and PCBA. Chairman V.C. Sehgal revealed the Vision 2030 target of US$108 billion in gross revenue, with details to follow at an investor conference later in 2025. Inorganic revenue contribution was ~INR 8,500 crores with organic growth of 7-8% YoY.
Strong FY25 results, record order book, and the Vision 2030 target of $108 billion in gross revenue (4-5x growth in 5 years) signal significant growth ambitions and could be positive for the stock. The bonus issue rewards existing shareholders, while planned cost optimization in Europe (EUR 50M) and margin recovery in MPP division offer further upside. Near-term watch: working capital normalization and consumer electronics ramp-up.