Samvardhana Motherson International Ltd
Samvardhana Motherson International Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
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The short version
Consumer electronics business is ramping up with two operational plants targeting an annual capacity of ~16 million units by end of FY '26; a third plant will double capacity in Q3 FY '27. Samvardhana Motherson International Limited (SAMIL) reported its highest-ever quarterly revenue of approx.
From Samvardhana Motherson International Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Consumer electronics business is ramping up with two operational plants targeting an annual capacity of ~16 million units by end of FY '26; a third plant will double capacity in Q3 FY '27.
- Consumer electronics recorded 75% quarter-on-quarter revenue growth with expected further capacity expansions in coming fiscal years.
- Aerospace business shows consistent growth with a 41% year-on-year increase in Q3 FY '26 and a growing order book including new product segments.
- Emerging businesses grew over 50%, driven by consumer electronics (75% sequential growth) and aerospace (>40% YoY growth).
- Twelve Greenfield plants under development across emerging markets to support automotive and non-automotive growth, with most operational by H2 FY '27.
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
- Capex of about INR 4,200 crores done in 9 months of the current year; expected to end well within earlier guidance of INR 6,000 crores plus 10% for the current year.
- FY '27 capex guidance to be provided during the March year-end call.
- 12 Greenfield plants under development across emerging markets for automotive and non-automotive growth; most expected online by H2 FY '27.
- New Greenfield facilities added in Vision Systems (India) and Wiring Harness (Morocco).
- Consumer electronics capacity to double by Q3 FY '27 with a third plant commencing operations, supporting scale-up and vertical integration.
- Incremental investments planned for further capacity expansion in consumer electronics in coming fiscal years.
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 aerospace order book has been consistently growing, supported by product portfolio expansion.
- Samvardhana Motherson International Limited is now supplying to business jets and rotary-wing aircraft, diversifying and increasing content with customers.
- Emerging businesses, including aerospace and consumer electronics, show strong momentum, with consumer electronics achieving a 75% quarter-on-quarter revenue growth.
- The aerospace business registered a year-on-year growth north of 40%.
- The company has secured multiple strategic partnerships and acquisitions enhancing its order book and platform globally.
- New Greenfield plants under development will support future growth and contribute to incoming orders.
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
Others in Auto Components this season
- The Hi-Tech Gears Ltd (Q3 FY26)
Q3-FY26 Consolidated Operational Revenue: INR 2,235 Mn, up 9.0% YoY (Page 13, 16) . Key investor presentation takeaways from The Hi-Tech Gears Ltd's Q3 FY26 inv
- Rane (Madras) Ltd (Q3 FY26)
Consolidated Revenue Q3 FY26:** Rs 1,019.1 Cr, up 21.3% YoY (Page 12) . Key investor presentation takeaways from Rane (Madras) Ltd's Q3 FY26 investor presentati
- Pritika Auto Industries Ltd (Q3 FY26)
Q3 FY26 consolidated net revenue: ₹113.43 crore, up 40.64% YoY from ₹80.65 crore in Q3 FY25. Key investor presentation takeaways from Pritika Auto Industries Lt
- Tolins Tyres (Q3 FY26)
93.29 Cr, up 33.8% YoY from Rs. Key investor presentation takeaways from Tolins Tyres Ltd's Q3 FY26 investor presentation — and how it ranks against sector peer
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Frequently Asked Questions
What were Samvardhana Motherson International Ltd Q3 FY26 results?
Consumer electronics business is ramping up with two operational plants targeting an annual capacity of ~16 million units by end of FY '26; a third plant will double capacity in Q3 FY '27. Samvardhana Motherson International Limited (SAMIL) reported its highest-ever quarterly revenue of approx.
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?
Capex of about INR 4,200 crores done in 9 months of the current year; expected to end well within earlier guidance of INR 6,000 crores plus 10% for the current year.
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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.