Samvardhana Motherson International Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 31 May 2026 | Auto Components | Market Cap: ₹1.8L Cr

Vision 2030 target: USD 108 billion in gross revenues, implying ~47% CAGR over 4 years. FY26 showed strong growth with EBITDA up 11% and normalized PAT up 17% driven by operational scale-up and efficiencies.

From Samvardhana Motherson International Ltd's Q4 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

→Vision 2030 target: USD 108 billion in gross revenues, implying ~47% CAGR over 4 years.
→FY26 revenue: USD 22.9 billion, growing 11% YoY; strong momentum in emerging businesses.
→Consumer electronics: 7.5x revenue increase YoY; scaled to 14-16 million units with 3rd facility commissioning in Q3 FY27 to support growth.
→Aerospace: 40% YoY revenue growth; order book at USD 1.6 billion with visibility over 5-8 years, expanding product portfolio and facilities.
→Integrated assemblies: Expecting double-digit, possibly high-teens, growth FY27 with 2x new program launches.
→Automotive order book includes 22% EV-related orders; revenue composition currently approx. 11% EV.
→Geographic diversification and increased content per vehicle, electrification, electronics integration, supply chain localization to support growth.
→Continued capacity expansion via 16 new facilities, mainly in emerging markets, with 13 operational in FY27.
→Emphasis on sustainable, diversified growth with operational and financial discipline.

📈 Profitability & Margins

→FY26 showed strong growth with EBITDA up 11% and normalized PAT up 17% driven by operational scale-up and efficiencies.
→Emerging businesses like consumer electronics and aerospace are contributing positively, with consumer electronics achieving EBITDA profitability and aerospace revenues growing 40% YoY.
→Vision 2030 targets gross revenues of USD 108 billion, implying aggressive growth with a 47% CAGR over 4 years.
→The company is focused on improving return on capital employed (ROCE), targeting 40% ROCE across businesses over time.
→Margin expansion is expected as emerging businesses scale, with emphasis on operational leverage and business mix improvement.
→Strategic capex and potential acquisitions are planned to support growth, while maintaining strong financial discipline.
→Dividend payout ratio is poised to increase towards the aspirational 40% as profitability grows.
→Overall, Motherson anticipates sustained strong profit growth driven by diversification, localization, and increasing content per vehicle.

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

🏗️ Capital Expenditure Plans

→FY26 capex was INR 5,911 Crores, representing 49% of yearly EBITDA.
→FY27 expected capex is approximately INR 6,000 Crores ±10%, split equally between growth and maintenance.
→Within growth capex, a disproportionate focus is on emerging businesses, especially consumer electronics, with 16 facilities under development globally; 13 expected to come online in FY27.
→Four new facilities announced post last update: 2 for wiring harness, 2 for logistics.
→Capex supports growth projects, backward integration, and maintenance to improve profitability.
→Additional strategic investments:
→ - Acquisition of Yutaka Giken expected by end of H1 FY27.
→ - Proposed acquisition of Nexon's automotive harness business to enhance capabilities and OEM relationships.
→ - Increasing investments in consumer electronics with plans for new plants (e.g., third plant in Q3 FY27).
→Maintains financial discipline with leverage at 0.8x, allowing headroom for opportunistic investments aligned with customer demand.

💰 Fundraising & Capital Structure

→No specific mention of immediate or planned new fundraising through debt or equity in the provided text.
→The company emphasizes maintaining financial discipline and has reduced leverage to an all-time low of 0.8x.
→There is a focus on generating healthy cash flows, which will be used to support organic growth capex and retire debt where possible.
→They plan to keep headroom available to invest in growth opportunities and acquisitions aligned with customer needs.
→Debt reduction is ongoing, with the management intent on balancing spending for growth and maintaining strong financial health.
→Any inorganic growth (acquisitions) will be evaluated carefully and funded prudently, but no explicit fundraising plans are disclosed.

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

📋 Order Book & Pipeline

→Aerospace order book stands at USD 1.6 Billion, with growth driven by new facilities in India and strong demand (Page 14-15).
→Aerospace order book duration is typically 5 to 8 years, sometimes extending to 10 years or more due to long program cycles (Page 19).
→Automotive order books have order cycles ranging from 2 to 3 years, supporting growth over the next 5 years (Page 19).
→Consumer electronics order book is shorter, with order wins and execution usually within 1 year; expected USD 1.4 Billion revenue execution in FY 28 (Page 19).
→Aerospace order book has increased from USD 1.2 Billion to USD 1.6 Billion in a few quarters, reflecting exponential growth (Page 15).
→The business is focused on diversifying orderbook across consumer electronics, automotive, medical devices, and aerospace to reduce industry dependence (Page 19).

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 Q4 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?

FY26 capex was INR 5,911 Crores, representing 49% of yearly EBITDA.

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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.