Samvardh. Mothe.
Samvardhana Motherson International Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
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The short version
Significant revenue and volume growth expected in consumer electronics, especially with the new large GF-3 facility targeting up to 40 million units capacity by FY 2029 (Page 19, 20). Q1 FY '27 PAT grew 102% on a reported basis despite tough external conditions, showing strong earnings momentum.
From Samvardh. Mothe.'s Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Significant revenue and volume growth expected in consumer electronics, especially with the new large GF-3 facility targeting up to 40 million units capacity by FY 2029 (Page 19, 20).
- Emerging businesses and new verticals (e.g., health and medical, digital vision systems) anticipated to show meaningful growth during the 5-year plan, despite slower start (Pages 21-23).
- Continued ramp-up of wiring harness and electronics products with diversification across automotive and non-automotive sectors (Page 18).
- Strategic acquisitions like Shenzhen Autocruis, Nexans Autoelectric, and Yutaka Giken to expand addressable market and spur cross-selling, driving revenue growth (Page 5).
2 more points from Samvardh. Mothe.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Consumer Electronics segment capex: Total INR 7,500 crores, including previous INR 2,600 crores (~INR 26 billion); about one-third already incurred, balance over next 2-3 years.
- GF-3 facility capacity planned at 40 million units by FY 29; expansion potentially growing total capacity to around 56 million units (including exit run rate of 16 million units in FY 26).
- Focus on incubation and growth of new verticals with aim for these businesses to become standalone and self-sustaining, including potential separate listings to unlock value.
- Ongoing investments in new product lines like glass products in consumer electronics, robotics (ROBIS), and diversified offerings in spacecraft and aerospace segments.
2 more points from Samvardh. Mothe.'s call on capex
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Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
2 more points from Samvardh. Mothe.'s call on order book
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Samvardh. Mothe. — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹34.3K Cr, net profit ₹1.6K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Samvardh. Mothe.'s management said in earlier quarters
Others in Auto Components this season
- Indag Rubber (Q1 FY27)
Q1 FY27 Revenue from Operations: ₹57.6 crores, up 28% YoY from ₹45.0 crores in Q1 FY26 (Page 7). Key investor presentation takeaways from Indag Rubber Ltd's Q1
- Emerald Tyre (Q1 FY27)
Revenue from operations: ₹11,294.31 Lakhs . Key investor presentation takeaways from Emerald Tyre's Q1 FY27 investor presentation — and how it ranks against sec
- Autoline Industries Ltd (Q1 FY27)
FY26 revenue from operations: ₹824 crore, representing a 25% year-on-year increase over FY25 (₹659 crore). Key investor presentation takeaways from Autoline Ind
- Tolins Tyres (Q1 FY27)
Q1 FY27 revenue from operations: ₹79.27 crore, down 11.66% YoY from ₹89.74 crore in Q1 FY26 (Page 8). Key investor presentation takeaways from Tolins Tyres Ltd'
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Samvardh. Mothe. Q1 FY27 results?
Significant revenue and volume growth expected in consumer electronics, especially with the new large GF-3 facility targeting up to 40 million units capacity by FY 2029 (Page 19, 20). Q1 FY '27 PAT grew 102% on a reported basis despite tough external conditions, showing strong earnings momentum.
What is Samvardh. Mothe. share price analysis?
Samvardh. Mothe. currently shows a neutral. The stock trades at a P/E of 39.1 with a market cap of ₹178,771 Cr. Investors should review the full earnings analysis for detailed insights.
Is Samvardh. Mothe. planning capital expenditure?
Consumer Electronics segment capex: Total INR 7,500 crores, including previous INR 2,600 crores (~INR 26 billion); about one-third already incurred, balance over next 2-3 years.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.