Samvardhana Motherson International Ltd
Samvardhana Motherson International Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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The short version
Organic year-on-year consolidated revenue growth estimated around 6% to 8% excluding acquisitions and forex impact (Q2 FY'26) - Global light vehicle production grew ~3% YoY; commercial vehicles up 8 Company expects continued growth driven by volume, content, and acquisitions like Atsumitec.
From Samvardhana Motherson International Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Organic year-on-year consolidated revenue growth estimated around 6% to 8% excluding acquisitions and forex impact (Q2 FY'26)
- Global light vehicle production grew ~3% YoY; commercial vehicles up 8% but North American commercial vehicles declined 25% impacting revenue
- Premium automakers nearing completion of platform transitions, with a series of new model launches expected, supporting stronger production momentum
- Consumer electronics business showing sharp growth; 36% Q2 revenue growth over Q1 and expected to turn profitable in first full year of operations
- Aerospace business delivering 37% revenue growth H1 FY'26, with Tier 1 Airbus status boosting prospects
- Booked business between consumer electronics and aerospace at $3 billion, expected to ramp up sharply in coming quarters
2 more points from Samvardhana Motherson International Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Two new greenfield plants have been operationalized during the quarter, with 10 more at various stages of completion, mostly expected to come on stream in FY'27.
- Total CAPEX spent in H1 FY'26 is approximately Rs. 2,600 crores; full-year guidance remains within Rs. 6,000 crores plus 10%, likely at the upper end.
- Significant CAPEX increase in aerospace facilities to become future-ready for the next 20 years of orders.
- Investment in automation, AI, and Global Business Services (GBS) to enhance operational efficiency.
- Plans to add over 5,000 engineers in the next five years, expanding capabilities especially in GenAI and software engineering.
2 more points from Samvardhana Motherson International Ltd'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
- The current order book stands at approximately ₹87 billion for the next 5-6 years.
- The EV share in the order book has shifted slightly from 24% to 22%, reflecting the industry's evolving dynamics.
- The order book growth indicates a balanced approach across different drivetrains — ICE, hybrids, and EVs.
- For consumer electronics, order books are shorter-term with revenue ramps expected to start next year.
2 more points from Samvardhana Motherson International Ltd's call on order book
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Samvardhana Motherson International Ltd — Quarterly revenue & net profit
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.
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What Samvardhana Motherson International Ltd's management said in earlier quarters
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. Key concall takeaways from Carraro India Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
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 Samvardhana Motherson International Ltd Q2 FY26 results?
Organic year-on-year consolidated revenue growth estimated around 6% to 8% excluding acquisitions and forex impact (Q2 FY'26) - Global light vehicle production grew ~3% YoY; commercial vehicles up 8 Company expects continued growth driven by volume, content, and acquisitions like Atsumitec.
What is Samvardhana Motherson International Ltd share price analysis?
Samvardhana Motherson International Ltd currently shows a neutral. The stock trades at a P/E of 38.9 with a market cap of ₹177,631 Cr. Investors should review the full earnings analysis for detailed insights.
Is Samvardhana Motherson International Ltd planning capital expenditure?
Two new greenfield plants have been operationalized during the quarter, with 10 more at various stages of completion, mostly expected to come on stream in FY'27. - Total CAPEX spent in H1 FY'26 is approximately Rs.
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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.