Motherson Sumi Wiring India Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

MSWIL delivered resilient Q1 FY27 results, reporting 37% revenue growth (7% from copper inflation). EVs comprised 8.5% of revenues. Greenfield projects are at break-even, aiming for bottom-line contribution soon. Profitability was impacted by elevated copper prices and significant minimum wage hikes (30-40% in NCR). Management is in constructive talks for cost recovery, noting a 3-6 month lag for copper pass-through. The company is engine-agnostic and sees rising content per vehicle from increasing features and complex architectures. Future capex will be internally funded. Management conveys confidence in growth drivers and long-term ROCE.