Samvardhana Motherson International Limited — Investor Meet, 20-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Motherson posted strong Q2 FY26 results: Revenue Rs. 30,173 Cr (+8.5% YoY), EBITDA Rs. 2,719 Cr, PAT Rs. 856 Cr, outperforming industry trends. Operational turnaround efforts in Europe's polymer business are gaining traction. The total order book hit $87.2 billion, with aerospace & consumer electronics significantly growing to $3 billion. Management is highly optimistic for H2, forecasting stronger performance as new auto models roll out. The company is boosting tech capabilities with 5,000+ new engineers and AI. Motherson maintains a balanced, engine-agnostic strategy despite a slight dip in EV order book share to 22%.