Question 1

What are the key takeaways from Samvardhana Motherson International Limited?

Accepted Answer

MOTHERSON Q4 FY2026: Revenue ₹29,316.83 Cr (vs ₹34,309.31 Cr YoY), PAT ₹1,115.38 Cr (vs ₹1,561.56 Cr YoY) Samvardhana Motherson reported Q4 FY2026 consolidated revenue of ₹29,316.83 Cr and consolidated profit after tax of ₹1,115.38 Cr, both down YoY reflecting softer volumes and margin pressure. EBITDA contracted versus prior-year quarter and the company recorded a sizeable positive other comprehensive income in the quarter driven by retranslation/other items. The quarter included exceptional c…

Question 2

What were Samvardhana Motherson International Limited's key financial metrics?

Accepted Answer

Total revenue from operations (Consolidated) Q4 FY2026: ₹29,316.83 Cr (vs ₹34,309.31 Cr in Q4 FY2025); Profit for the period (Consolidated) Q4 FY2026: ₹1,115.38 Cr (vs ₹1,561.56 Cr in Q4 FY2025); Total EBITDA (Consolidated) Q4 FY2026: ₹2,674.98 Cr (vs ₹3,805.49 Cr in Q4 FY2025); Earnings per share - Basic (Consolidated) Q4 FY2026: ₹1.00 (vs ₹1.42 in Q4 FY2025)

Question 3

What were the highlights of Samvardhana Motherson International Limited?

Accepted Answer

Wiring harness segment revenue declined to ₹8,594.14 Cr in Q4 FY2026 from ₹10,235.62 Cr in Q4 FY2025, reflecting weaker volumes in the quarter. Modules & polymer products remained the largest segment in Q4 FY2026 with revenue of ₹15,359.07 Cr, down from ₹16,736.71 Cr in Q4 FY2025, indicating softer aftermarket/OEM demand mix. Emerging businesses revenue fell to ₹3,228.16 Cr in Q4 FY2026 from ₹5,150.49 Cr in Q4 FY2025, driven by lower activity in non-core/adjacent businesses in the quarter. Cons…

Question 4

What is the outlook or guidance for Samvardhana Motherson International Limited?

Accepted Answer

Board recommended final dividend of ₹0.25 per share for FY2025-26, bringing total FY dividend to ₹0.60 per share, subject to shareholder approval. Management continues to pursue phased operational restructuring and cost optimisation measures (announced April 10, 2025) to improve margins going forward. Group announced acquisitions during the period (including Yutaka Autoparts India) as part of inorganic growth strategy to deepen product offerings in auto components.

Question 5

What are the key risks or concerns for Samvardhana Motherson International Limited?

Accepted Answer

YoY revenue and EBITDA contraction in Q4 FY2026 point to near-term margin pressure and demand softness in core automotive end markets. Exceptional charges and labour-code related adjustments introduce earnings volatility and can recur as regulations and implementation evolve. Group’s finance costs remain material and CCD-related interest includes non-cash amortisation components which increased consolidated finance cost dynamics for the year.

Samvardhana Motherson International Limited

Quarterly Results 15

Annual Reports 15

Concalls 35

Samvardhana Motherson International Limited

Quarterly Results 15

Annual Reports 15

Concalls 35