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Samvardhana Motherson International Limited β Q1FY27 Earnings Call Summary
Key Takeaways
- Aerospace revenue grew over 20% y-y; order book up 17% since FY26 end
- Emerging businesses ramping; consumer electronics facility commissioning expected in H2 FY27
- Capex INR 1,614 Cr in Q1, on track for INR 6,000 Cr FY27 guidance
- Consumer electronics capex INR 65bn over 3 years for 40mn units annual capacity
- Q1 FY27 revenue grew 17% y-y and 3% q-q, highest-ever quarterly revenue
- EBITDA grew 26% with 60 bps margin improvement y-y; restructuring aided margin
- Wiring harness revenue up 31% y-y, strong growth in India and North America CV
- Normalized PAT up 55% y-y; adjusted PAT grew 102% y-y on reported basis
- Leverage ratio improved to 0.8x, well below 2.5x ceiling
- Acquisitions: Shenzhen Autocruis, Nexans Autoelectric, Yutaka Giken expand tech and market
π Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.