Samvardhana Motherson International Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Samvardhana Motherson reported its highest-ever quarterly revenue in Q1 FY27, with revenue growing 17% year-on-year and EBITDA growing 26%, ahead of revenue growth. Management attributed the performance to strength in wiring harness driven by India and North American commercial vehicle recovery, along with margin improvement in the modules and polymer business from prior restructuring initiatives. The company also disclosed capex plans for a third consumer electronics facility, recent acquisitions of Shenzhen Autocruis, Nexans Autoelectric and Yutaka Giken, and a leverage ratio at an all-time low of 0.8x.
Samvardhana Motherson reported its highest ever quarterly and annual revenues in Q4 and FY26, with Q4 revenue growing 17% year-on-year and EBITDA up 42%, while full-year revenue crossed INR 1.25 lakh crore, growing 11%. Management said margin expansion was supported by improving profitability in lighting and electronics and aerospace, and that reported PAT included exceptional adjustments for business transformation measures in Central and Western Europe. The company also highlighted a record book business of USD96 billion, leverage at an all-time low of 0.8x, and progress on acquisitions including Atsumitec, Yutaka Giken and Nexans' automotive harness business.