Arthneeti

Samvardhana Motherson International Q1 FY27 Share Price & Earnings Call Analysis

₹159.00+1.60% today
Market cap
₹1.69L Cr
P/E
37.08
ROE
11.24%
PEG
0.91
Price to sales
1.29
Debt to equity
0.47
52W high / low
₹171 / ₹103
Sales growth (5Y)
17.06%
EBITDA margin
9.56%
Net profit margin
3.58%
Promoter holding
48.60%
Sales (last year)
₹1.31L Cr

Motherson Sumi Systems is engaged primarily in the manufacturer and sale of components to automotive original equipment manufacturers.[1]

Guidance scorecard · Q1 FY27 call

What Samvardh. Mothe.'s management guided
and where it ranks in Auto Components

Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookRising

RevenueQ3 FY26 call

10–20%
  • 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 Samvardh. Mothe.'s call on revenue

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Full Q3 FY26 analysis

MarginsQ3 FY26 call

Flat

See what Samvardh. Mothe. said on margins — free account, 30 seconds.

Full Q3 FY26 analysis

CapexQ3 FY26 call

Planned
  • 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 Samvardh. Mothe.'s call on capex

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Full Q3 FY26 analysis

FundraisingQ3 FY26 call

See what Samvardh. Mothe. said on fundraising — free account, 30 seconds.

Full Q3 FY26 analysis

Order bookQ3 FY26 call

Rising
  • 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 Samvardh. Mothe.'s call on the order book

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Full Q3 FY26 analysis
Full Auto Components ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Auto Components
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Samvardh. Mothe. rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Auto Components companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹2,874 Cr45.4
240%+Flat₹2,116 Cr55.2
340%+Flat₹370 Cr15.1
420–40%Up 2%+₹25,664 Cr73.6
520–40%Up 2%+₹13,790 Cr41.6
620–40%Up 0–2%₹21,742 Cr33.9

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Samvardh. Mothe. announcements

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Financials of Samvardh. Mothe.

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Samvardh. Mothe.

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +22,51722,46223,47425,64427,05828,86827,81227,66629,31730,21230,17331,40934,309
Expenses +20,48120,53821,58523,27324,12426,09325,36424,98026,67427,75427,56228,36630,519
Operating Profit2,0361,9251,8892,3702,9352,7752,4482,6862,6432,4582,6113,0433,791
OPM %9%9%8%9%11%10%9%10%9%8%9%10%11%
Other Income +3576-101171611794432142486823114536
Interest278253488620450444546466426425387341472
Depreciation8408398671,0161,0881,0651,1031,1121,2141,2301,2181,3211,365
Profit before tax9539095238511,5571,4451,2421,3221,2528721,2371,5271,989
Tax %27%29%44%26%7%24%24%26%11%30%32%30%22%
Net Profit +6996482946331,4441,0979499841,1156068461,0721,562
EPS in Rs0.640.590.200.531.350.980.830.831.000.480.780.971.42

Financials of Samvardh. Mothe.

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +34,66137,21642,37656,30363,52360,72957,37063,53678,78898,692113,663126,104
Expenses +31,81733,66838,20451,17458,17456,07553,00059,06072,53789,370103,111114,201
Operating Profit2,8443,5484,1715,1285,3484,6544,3704,4766,2519,32210,55211,903
OPM %8%10%10%9%8%8%8%7%8%9%9%9%
Other Income +212177346125333642568813701401,085480
Interest3183453754114235935125437811,8111,8821,624
Depreciation9211,0871,0591,5752,0582,7212,9262,9583,1363,8104,4935,134
Profit before tax1,8172,2933,0833,2673,2001,9831,5001,7882,4053,8405,2615,625
Tax %29%23%30%31%34%35%-5%34%31%21%21%27%
Net Profit +1,2921,7742,1722,2602,0981,2941,5691,1821,6703,0204,1464,086
EPS in Rs1.291.932.192.252.271.651.460.861.472.673.603.66
Dividend Payout %31%26%18%30%29%40%46%34%29%20%16%0%

Financials of Samvardh. Mothe.

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital881321402103163163164526786787041,055
Reserves3,2364,2658,1329,67410,64710,94512,24520,13621,77425,47734,17739,924
Borrowings +5,1316,06910,34910,37411,53413,13611,93014,13013,79219,92217,22219,170
Other Liabilities +8,9719,19913,32216,71620,25720,63623,25821,00825,08638,10139,76850,346
Total Liabilities17,42519,66531,94436,97442,75445,03347,74955,72661,33084,17891,870110,495
Fixed Assets +6,1297,14712,19314,71218,42320,75020,09921,41123,14730,12233,18138,576
CWIP9561,3971,9352,5851,0678528771,3101,4782,4982,6464,016
Investments655904747928557968466,4626,2906,5216,6007,238
Other Assets +10,27610,53117,34318,88522,40922,63525,92626,54330,41545,03749,44460,666
Total Assets17,42519,66531,94436,97442,75445,03347,74955,72661,33084,17891,870110,495

Financials of Samvardh. Mothe.

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +3,3902,1883,8003,2644,3126,3525,0512,4634,6437,5696,28611,284
Cash from Investing Activity +-2,844-1,906-6,145-3,194-3,318-2,220-1,886-2,304-2,248-6,644-4,836-6,124
Cash from Financing Activity +494-2635,518-2,221-225-2,803-2,098-1,217-2,7341,281-2,551-3,275
Net Cash Flow1,040193,172-2,1527691,3291,068-1,059-3392,205-1,1011,886
Free Cash Flow1,5512581,0212331,6274,1583,119262,4603,5591,8535,373
CFO/OP141%81%111%83%100%160%128%74%88%97%77%109%

Financials of Samvardh. Mothe.

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days324640363531363839585658
Inventory Days633744434652536463616468
Days Payable828410396106104118113114152142152
Cash Conversion Cycle13-1-20-17-24-21-29-11-11-33-21-26
Working Capital Days-10-6-2-7-14-30-32-27-25-32-16-15
ROCE %25%24%21%18%15%8%6%6%9%14%14%13%

Guidance history

How Samvardh. Mothe.'s guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q3 FY26 call →10–20%FlatPlanned—Rising
Q2 FY26 call →10–20%FlatPlanned—Rising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

82out of 100

Momentum score · price trend

82 out of 100 — Strengthening

Over the past year its share price has done better than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months+50.9%86%
Last 6 months+32.3%83%
Last 3 months+2.6%73%
How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Samvardh. Mothe.: 0.4 × 86 + 0.4 × 83 + 0.2 × 73 = 82.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 2 Nov 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Samvardh. Mothe.'s management said in earlier quarters

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