Samvardhana Motherson International Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 19 Jul 2026 | Auto Components | Market Cap: ₹1.8L Cr

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.

Price

₹169

Market Cap

₹1.8L Cr

P/E Ratio

38.9

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Samvardhana Motherson International Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹34.3K Cr, net profit ₹1.6K Cr.

Full financials →

📊 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.
→FY '27 global PV production is projected to grow to ~93 million units, supporting overall industry demand.
→Capex guidance for FY '26 is INR 6,000 crores plus 10%, with updates on FY '27 capex to be provided in the next quarter.

📈 Profitability & Margins

→Samvardhana Motherson International Limited (SAMIL) reported its highest-ever quarterly revenue of approx. INR 31,409 crores and EBITDA of INR 3,042 crores in Q3 FY '26, indicating strong growth momentum.
→Revenue grew 14% year-on-year, with normalized Q3 PAT at approx. INR 1,061 crores, up 21% YoY, supported by operational efficiencies and transformative measures in Europe.
→Emerging businesses like consumer electronics and aerospace show rapid growth, with consumer electronics revenue increasing 75% sequentially and aerospace growing over 40% YoY.
→Continued capacity expansions, including doubling consumer electronics capacity by Q3 FY '27 and new greenfield projects, aim to support future growth.
→Focus on achieving 40% ROCE in new ventures, with disciplined capital allocation and strategic partnerships enhancing profitability.
→Management expects improving performance in Q4 FY '26 and will provide FY '27 capex guidance in the March year-end call, signaling confidence in sustained earnings growth.

See what Samvardhana Motherson International Ltd said on profitability & margins — free account, 30 seconds.

🏗️ 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.
→Acquisitions in process: wiring harness business of Nexans Autoelectric (expected completion by end H1 FY '26) and Yutaka Giken in Japan (expected close H1 FY '26).
→Strategic partnerships include RoRo terminal at Dighi Port and joint venture with Egtronics Company Limited for clean mobility electronics manufacturing.

💰 Fundraising & Capital Structure

→No explicit mention of any new fundraising through debt or equity in the current transcript.
→The company emphasizes maintaining financial discipline with a comfortable leverage ratio of 1.1x net debt to LTM EBITDA.
→They highlight their financial strength and flexibility to pursue 2030 targets without noting any immediate funding plans.
→Future capex guidance is awaited in the March year-end call; current capex expected around INR 6,000 crores plus 10% for the current year.
→Any significant capital requirements might be internally funded or selectively backed by partners (e.g., equity from technology partners in new ventures).
→No specific announcements or plans regarding public or private equity raises or debt issuances during the discussed period.

See what Samvardhana Motherson International Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 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.
→The company plans incremental investments in consumer electronics capacity to meet growing customer demands.
→Overall, the order book for aerospace and emerging businesses reflects significant growth and strong customer support.

Key Metrics

What Samvardhana Motherson International Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Samvardhana Motherson International Ltd Q3 FY26 results?

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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.