SAMVRDHNA MTHRSN INTL LTD

Manufactures and supplies automotive components to global vehicle makers across five reporting segments. Modules and polymer products is the largest at 42.4% of segment revenue (₹62,894.1 crore, 8.1% EBIT margin), followed by wiring harness at 24.6% (₹36,508.02 crore, 10.8% EBIT margin), vision systems at 14.1% (₹21,000.83 crore, 9.7% EBIT margin), emerging businesses at 11.5% (₹17,071.62 crore, 10.7% EBIT margin) covering consumer electronics, aerospace, lighting and electronics, and integrated assemblies at 7.4% (₹11,034.96 crore, 13.6% EBIT margin). The order book, or "book business", stood at a record USD 96 billion with 22% tied to EV programmes, providing multi-year revenue visibility. FY26 consolidated revenue was ₹126,103.67 crore, up 10.9% year-on-year, with EBITDA margin of 9.36% and net profit of ₹4,085.55 crore. Materials form the biggest input cost at 53.3% of revenue, followed by employee cost at 25.0% and other operating expenses at 11.8%. Capex was ₹6,053.56 crore in FY26 (4.8% of revenue), with FY27 guidance of around ₹6,000 crore split evenly between growth and maintenance. The company has 16 facilities under development in emerging markets, and net debt/EBITDA sits at a record low 0.8x.