Motherson Sumi Wiring India Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

MSWIL reported strong Q3 FY26 results with healthy YoY growth in revenue, EBITDA, and profitability, maintaining debt-free status. Management noted strong auto industry growth amid rising copper prices. Copper inflation impacted margins by 1.9-2%, though these costs are passed through to customers with a lag. Strategic greenfield investments for ICE/EV/hybrid growth are ramping up, with one plant at 80% utilization; EBITDA breakeven is expected in 2-3 quarters. Capex for the year is 220 Cr, with 150 Cr spent. Management remains confident in market adaptation and continued growth.