Samvardhana Motherson International Limited — Q4FY26 earnings call summary

Filed 27 May 2026 · Official transcript

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