Samvardhana Motherson International Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Samvardhana Motherson reported highest-ever Q4 and FY26 revenues. Q4 revenue grew 17% YoY, with EBITDA up 42% and margins improving 200 bps. FY26 revenues exceeded INR 125,000 Cr, with EBITDA resilient at 9.5% despite inflation. Leverage hit an all-time low of 0.8x.

Order book stands strong at USD 96 Billion. Consumer electronics revenues grew 7.5x, achieving FY26 EBITDA profitability, with a major third facility (GF3) commissioning in Q3 FY27. Aerospace order book rose 20% to USD 1.6 Billion. Management is confident about future growth, supported by strategic acquisitions, increasing content per vehicle, and diversification. Dividend for FY26 is INR 0.60/share.