Samvardhana Motherson International Limited — Investor Meet, 20-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Samvardhana Motherson International Limited reported record Q1 FY26 revenues of INR 30,200 Cr, with EBITDA at INR 2,466 Cr and PAT at INR 667 Cr, reflecting 5% YoY growth. Management views Q1 as a "work in progress" quarter, impacted by Europe restructuring provisions (INR 136 Cr), minimal tariff effects due to local production, and greenfield startup costs. The company anticipates Q1 to be the low point, forecasting improved profitability in H2 FY26 from new program launches, acquisition integration, and operational efficiencies. Capex for the quarter was INR 1,200 Cr, with net debt-to-EBITDA at 1.1x. The company is actively pursuing strategic acquisitions, confident in the opportunities presented by volatile market conditions.