Samvardhana Motherson International Limited — PPTs, 13-08-2025: Investor Presentation

**Financial Highlights:**

Samvardhana Motherson's Q1 FY26 saw revenue of Rs 30,212 Cr, EBITDA Rs 2,466 Cr, and PAT Rs 667 Cr. Profitability was impacted by structural issues in Western Europe, tariff lags, FX volatility, and one-time adjustments. Net leverage stands at a healthy 1.1x, with capex at Rs 1,208 Cr.

**Strategic Initiatives & Growth Drivers:**

The company is focusing on cost optimization in Europe and accelerating non-automotive business growth (+40% YoY). Disciplined capex continues in emerging markets. Three new Greenfields were operationalized, with 11 more in progress, underlining strategic expansion.

**Business Developments:**

Revenue growth was driven by effective M&As and robust organic performance. Two new strategic partnerships, Egtronics (power vehicle electronics) and Macauto (sunshade systems), were announced, expanding product diversification.

**Market Position & Competitive Advantage:**

Outpacing the industry, the company leverages its diversified business model and "globally local" presence. This, along with managing tariff impacts and a powertrain-agnostic portfolio, strengthens its competitive advantage.

**Investor Implications:**

Strong revenue growth and strategic partnerships signal positive long-term potential. However, investors should monitor execution risks in European operations and timely tariff pass-throughs, as these impact short-term profitability. Net leverage remains manageable.