Samvardh. Mothe.
Samvardh. Mothe. Q1 FY27 Results & Concall Highlights
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
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).
- Focus on increasing content per vehicle and deepening OEM relationships aiming for broad-based long-term growth, including niche sectors like aerospace and space (Pages 17, 18).
- Expect consumer electronics business to eventually fund its own capex and reach double-digit margins, positioning for sustainable volume and revenue expansion by 2030 (Pages 16, 18).
Profitability & Margins
See what Samvardh. Mothe. said on profitability & margins — free account, 30 seconds.
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.
- Heavy capex (INR 1,614 crores in Q1) continues as part of a full-year guidance of INR 6,000 crores ±10%, supporting growth, backward integration, and margin improvement.
- Strategic acquisitions include Shenzhen Autocruis, Nexans Autoelectric, and Yutaka Giken, broadening technology, product portfolio, and market reach.
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
See what Samvardh. Mothe. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Samvardh. Mothe. — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹34.3K Cr, net profit ₹1.6K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Samvardh. Mothe.'s management said in earlier quarters
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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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.