Samvardhana Motherson International Ltd
Samvardhana Motherson International Q2 Results 2026 (FY27) investor presentation: Revenue & Margins
Q2 FY27 investor presentation: what the company reported on revenue, margins and capex.
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Samvardhana Motherson International Ltd Q2 FY27 key numbers
- Revenue
- Q2FY27 Revenue: Rs. 38,280 Crores, a 27% YoY increase from Rs. 30,173 Crores in Q2FY26.
As stated in Samvardhana Motherson International Ltd's Q2 FY27 investor presentation · published 5 Nov 2026. Reported figures, not investment advice.
Based on Samvardhana Motherson International Ltd's Q2 FY27 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentation reports, not management guidance.
The short version
Q2FY27 Revenue: Rs. 38,280 Crores, a 27% YoY increase from Rs. 30,173 Crores in Q2FY26 (Page 10, 33). Q2FY27 EBITDA: Rs. 3,353 Crores, up 23% YoY (Page 10).
From Samvardhana Motherson International Ltd's Q2 FY27 earnings-call transcript · updated 5 Nov 2026.
How did Samvardhana Motherson International's revenue grow in the September 2026 quarter?
- Q2FY27 Revenue: Rs. 38,280 Crores, a 27% YoY increase from Rs. 30,173 Crores in Q2FY26 (Page 10, 33).
- H1FY27 Revenue: Rs. 73,524 Crores, a 22% YoY increase from Rs. 60,385 Crores in H1FY26 (Page 9).
- Global Light Vehicle production in Q2FY27 declined by 2.3% YoY, driven by weakness in China and geopolitical disruptions (Page 7).
- Global Commercial Vehicle production increased by 7.6% YoY in Q2FY27 (Page 7).
What happened to Samvardhana Motherson International's margins in Q2 FY27?
See what Samvardhana Motherson International Ltd said on profitability & margins — free account, 30 seconds.
What capex is Samvardhana Motherson International planning?
- Capex guidance for FY27 is Rs. 6,000 Crores (+/-10%), with ~50% for growth capex, mostly in emerging markets and non-auto businesses; ~60% of capex spent on non-auto businesses (Page 12).
- Capex of Rs. 1,971 Crores in Q2FY27, representing 59% of EBITDA (Page 4, 12).
- 17 facilities at different stages of completion across divisions (Page 13).
- Ongoing projects with timelines:
- Wiring Harness:
- India wires backward integration by Q1FY28*
- Morocco wiring harness capacity expansion by Q4FY28*
- Poland wires backward integration by Q4FY27
- Vision System:
- Morocco rear-view mirrors capacity expansion by Q3FY28
- India ORVMs and SMT capacity expansion by Q3FY28
- Modules and Polymer Products:
- UAE Polymer Products expansion by Q4FY27
- India Polymer Products expansions by Q3FY27 & Q4FY28
- Mexico paint line expansions by Q3FY27
- Lighting & Electronics: India consumer electronics expansion by Q4FY27
- Aerospace: India surface treatment expansion by Q4FY27
- Elastomer: UAE rubber components expansion by Q4FY27*
- Logistics new capability: India and Hungary by Q3FY27
- Energy wind power generation captive consumption: India by Q3FY28
- Technology & Industrial Solutions office campus: India by Q4FY27 (Page 13).
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.
Is Samvardhana Motherson International raising money or cutting debt?
See what Samvardhana Motherson International Ltd said on fundraising & capital structure — free account, 30 seconds.
How big is Samvardhana Motherson International's order book?
- The presentation reports "Booked Business" as the unexecuted portion of lifetime sales of awarded programs.
- Booked Business represents revenues as a function of execution of the order book and net increase/decrease of ongoing programs.
- As of September 30, 2026, the Company has a strong Booked Business valued at USD 106 billion.
- Booked Business excludes Consumer Electronics.
- Booked Business includes joint ventures which are unconsolidated.
- The breakdown of Booked Business by segment is: 29% Wiring Harness, 34% Modules & Polymer Products (MPP), 17% Vision Systems, 7% Integrated Assemblies, and 13% Emerging Business.
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
Q2 FY27 figures are not in this chart yet. Latest shown: Jun 2026 (Q1 FY27). The Q2 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹35.2K Cr, net profit ₹1.1K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Samvardhana Motherson International's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
Others in Auto Components this season
- Uno Minda Ltd (Q2 FY27)
Q2 FY27 consolidated revenue: Rs 6,655 crore, up 38% YoY from Rs 4,814 crore in Q2 FY26 (Page 19, 8, 9). Key investor presentation takeaways from Uno Minda Ltd'
- Bharat Forge (Q2 FY27)
Standalone Q2 FY27 revenue: Rs 25,264 million, +29.8% YoY (Page 4) . Key investor presentation takeaways from Bharat Forge Ltd's Q2 FY27 investor presentation —
- Tenneco Clean Air India Ltd (Q2 FY27)
Quarterly revenue from operations (standalone) for Q2 FY 2026 (quarter ended 30 September 2026) is reported as INR 7,184.23 million, up from INR 5,420.94…
- NRB Bearings (Q2 FY27)
Revenue from operations for the quarter ended 30.09.2026 is ₹38,636 lakhs, up from ₹32,520 lakhs in the same quarter last year, showing a year-on-year increase…
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 FY27 results?
Q2FY27 Revenue: Rs. 38,280 Crores, a 27% YoY increase from Rs. 30,173 Crores in Q2FY26 (Page 10, 33). Q2FY27 EBITDA: Rs. 3,353 Crores, up 23% YoY (Page 10).
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 37.2 with a market cap of ₹169,979 Cr. Investors should review the full earnings analysis for detailed insights.
Is Samvardhana Motherson International Ltd planning capital expenditure?
Capex guidance for FY27 is Rs. 6,000 Crores (+/-10%), with ~50% for growth capex, mostly in emerging markets and non-auto businesses; ~60% of capex spent on non-auto businesses (Page 12).
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.