Motherson Sumi Wiring India Limited — PPTs, 28-04-2026: Investor Presentation

Motherson Sumi Wiring India (MSWIL) delivered its best-ever quarterly and yearly performance, crossing the 10,000 Cr revenue mark.

**1. Business Performance:** Q4FY26 revenue surged 32.9% YoY to 3,335 Cr, with full-year FY26 revenue hitting 11,478 Cr (up 23.2%), significantly outpacing industry growth. However, profitability saw modest gains; Q4 PAT grew 1.2% to 167 Cr, and FY26 PAT rose 3.1% to 625 Cr. This was primarily due to an ~18% QoQ jump in copper prices and unfavorable currency movements. Passenger vehicles remain the core segment, contributing 64% of revenue.

**2. Growth Drivers & Strategy:** The company is expanding strategically, with Greenfield units in Navagam (EV) and Kharkhoda (ICE) actively ramping up production. MSWIL is a key supplier for leading Indian OEMs' EV platforms, with EVs accounting for 8.6% of Q4FY26 revenues.

**3. Recent Developments:** MSWIL proudly supplies 9 out of 10 top-selling passenger vehicle models in India. It also received numerous industry accolades for quality, safety, and partnership from major OEMs.

**4. Key Financial Metrics:** The company remains financially strong with a debt-free status, reporting net cash of 56 Cr. It also maintains a consistent dividend payout ratio of ~62%.

**5. Management Commentary / Outlook:** Management highlighted improved performance from Greenfield units. They anticipate elevated copper prices will continue to influence short-term profitability.