Samvardhana Motherson International Limited has submitted with the Stock Exchange transcript of earning conference call held on May 20, 2026.

AI summary - 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% - Consumer electronics revenue grew ~7.5x y-y; EBITDA positive; third facility commissioning Q3 FY27 - Aerospace revenue +40% y-y; order book USD 1.6bn; strong growth and product expansion - FY27 capex guidance INR 6,000 Cr ±10%, 50% growth capex focused on emerging businesses - Leverage improved to 0.8x; ROCE 16.1%, aiming 40% by Vision 2030 - Order book USD 96bn; 22% EV programs; diversified across segments and geographies - Multiple acquisitions progressing; Nexon wiring harness deal expected close by July 2026 - Management expects continued strong growth driven by diversification, operational excellence, and customer partnerships