Samvardhana Motherson International Ltd
Samvardhana Motherson International Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
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Samvardhana Motherson International Ltd Q4 FY26 key numbers
- Revenue
- Aerospace: 40% YoY revenue growth; order book at USD 1.6 billion with visibility over 5-8 years, expanding product portfolio and facilities.
As stated in Samvardhana Motherson International Ltd's Q4 FY26 earnings call transcript · published 31 May 2026. Reported figures, not investment advice.
The short version
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.
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.
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
- 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.
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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
- 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).
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
- Shigan Quantum (Q4 FY26)
H2 FY26 standalone revenue: ₹1,225.75 million, up 16% YoY over H2 FY25. Key investor presentation takeaways from Shigan Quantum's Q4 FY26 investor presentation
- Remsons Industries Ltd (Q4 FY26)
Consolidated Revenue from Operations for 4QFY26: Rs 1,304 million, up 23% YoY (Page 19). Key investor presentation takeaways from Remsons Industries Ltd's Q4 FY
- Autoline Industries Ltd (Q4 FY26)
Q4FY26 Revenue from Operations (Standalone): ₹289.00 Cr, up 48.51% YoY from ₹194.60 Cr in Q4FY25 (Page 21, 20). Key investor presentation takeaways from Autolin
- Rane (Madras) Ltd (Q4 FY26)
Q4 FY26 consolidated revenue: Rs 1,051.7 Cr, up 16.2% YoY (Page 15) . Key investor presentation takeaways from Rane (Madras) Ltd's Q4 FY26 investor presentation
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 Q4 FY26 results?
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.
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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.