Samvardhana Motherson International Limited — Q1FY27 earnings call summary

Filed 13 August 2026 · Official transcript

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