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Samvardhana Motherson International Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Consumer electronics revenue grew ~7.5x y-y; EBITDA positive; third facility commissioning Q3 FY27
- FY27 capex guidance INR 6,000 Cr ±10%, 50% growth capex focused on emerging businesses
- Q4 FY26 revenue grew 17% y-y; EBITDA up 42% with 200 bps margin expansion; PAT +66%
- FY26 revenue crossed INR 1.25 Lakh Cr (+11% y-y); EBITDA margin resilient at 9.5%; PAT +17%
- Multiple acquisitions progressing; Nexon wiring harness deal expected close by July 2026
- Aerospace revenue +40% y-y; order book USD 1.6bn; strong growth and product expansion
- Order book USD 96bn; 22% EV programs; diversified across segments and geographies
- Leverage improved to 0.8x; ROCE 16.1%, aiming 40% by Vision 2030
- Management expects continued strong growth driven by diversification, operational excellence, and customer partnerships
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.