Samvardhana Motherson International Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Samvardhana Motherson International posted FY25 revenues of ~INR 113,600 Cr, up 15% YoY, with EBITDA rising 17% to INR 10,877 Cr and PAT up 40% to INR 3,803 Cr. Emerging markets contributed over half of revenues. Order book is about US$88 billion, boosted by aerospace and consumer electronics. Capex is guided at ~INR 6,000 Cr for FY26, focusing on consumer electronics and semiconductors. Aerospace grew 5x YoY with margin improvements. Management is targeting US$108 billion revenues by 2030 with 40% ROCE, emphasizing reshoring and supply chain shifts. Consumer electronics capacity will exceed 15-17 million units by FY26-end. Module and polymer segments face short-term cost pressures but are expected to improve soon. Acquisition focus remains disciplined with strong customer pull. Tone is confident, highlighting solid execution amid volatility.