BSECompany Update5d ago · 6 Aug 2026, 11:44 am
Investor Presentation on the unaudited financial results for the quarter ended June 30, 2026.
Samvardhana Motherson International Ltd · 517334
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Samvardhana Motherson International Ltd has announced its unaudited financial results for the quarter ended June 30, 2026, with revenue of Rs. 35,244 Crores, a 17% growth, and EBITDA of Rs. 3,104 Crores, a 26% growth. The company has also announced new acquisitions and capacity expansions.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment6/10
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Samvardhana Motherson International Ltd - 517334 - Announcement under Regulation 30 (LODR)-Investor Presentation
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Samvardhana Motherson International Limited
Head Office: C-14 A & B, Sector 1, Noida –201301 Distt. Gautam Budh Nagar, U.P. India
Tel: +91-120-6752100, 6752278, Fax: +91-120-2521866, 2521966, Website www.motherson.com
August 06, 2026
BSE Limited National Stock Exchange of India Limited
Phiroze Jeejeebhoy Towers, Exchange Plaza, 5thFloor,
Dalal Street, Plot No. C/1, G-Block,
Mumbai –400001, Bandra-Kurla Complex, Bandra (E),
Maharashtra, India Mumbai –400051, Maharashtra, India
Scrip Code: 517334 Symbol: MOTHERSON
Ref.: Unaudited Financial Results for the quarter and three months ended June 30, 2026
Dear Sir(s) / Madam(s),
The Board of Directors of the Company in its meeting held on Thursday, August 06,2026, inter-alia,
have considered and approved Unaudited Standalone and Consolidated Financial Results of the
Company for the quarter and threemonths ended June 30, 2026.
Pursuant to Regulation 33 and Regulation 52 of Securities and Exchange Board of India (Listing
Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI LODR”), please find enclosed
the following:
1.Unaudited Standalone and Consolidated Financial Results for the quarter and three months ended
June 30, 2026;
2.Limited Review Reports on the Standalone and Consolidated Financial Results for the quarter and
three months ended June30, 2026;
3.Presentation on the performance of the Company for the quarterand three months ended June 30,
2026; and
4.Copy of the Press Release issued by the Company.
The Board Meeting of the Company commenced at 0800 Hours (IST) and concluded at 1130 Hours
(IST).
The results will be uploaded on Company’s website www.motherson.com in compliance with
Regulation 46(2)(I)(ii) and Regulation 62(1)(b)(ii) of the SEBI LODR and will be published in the
newspapers in terms of Regulation 47(1) and Regulation 52(8) of the SEBI LODR.
The above is for your information and records.
Thanking you,
Yours truly,
For Samvardhana Motherson International Limited
ALOK Digitally signed by
ALOK GOEL
GOEL Date: 2026.08.06
11:32:20 +05'30'
Alok Goel
Company Secretary
RegdOffice:
Unit–705,CWing,ONEBKC,GBlock
Bandra Kurla Complex, Bandra East
Mumbai–400051,Maharashtra(India)
Tel:022-61354800,Fax:022-61354801
CIN No.:L35106MH1986PLC284510
Email: investorrelations@motherson.com
Samvardhana
Motherson
International
Limited.
Q1 FY 2026-27 Results
August 2026
(All figures are Rs. in Crores unless specifically mentioned)
Key Highlights 01/02.
Healthy Start to the Year.
Performance at a glance. External Environment
Q1FY27 vs Q1FY26. • China slowdown weighed on global LV
industry, while South Asia remained a
bright spot; Planned European OEM
Revenue
launchesexpected to support industry
Rs 35,244 Crores 17%
growth
Margins improved
Highest ever • Recovery in the North American CV
EBITDA quarterly revenue despite input cost market sustained CV industry growth
pressures, supported
driven by healthy
Rs 3,104 Crores 26% by operational momentum; outlook remains favorablefor
performance
FY27
efficiencies and cost
across businesses
optimization
Normalized PAT1
• Copper pricescontinued to rise, increasing
(Concern Share) ~4% QoQ, continuing commodity cost
pressures
Rs 1,032 Crores 55%
• Crude price inflation due to geopolitical
tensions in the Middle East led to higher
polymers, paint, rubber and other input
costs
Notes :
2 1. Please refer slide 8 for details on Normalized PAT
Key Highlights 02/02.
Investing Today to Accelerate Tomorrow
Other Highlights
Lowest ever Net 01 New Acquisition Announced 02 Acquisitions Completed
Leverage Ratio at 0.8x
Shenzhen Autocruis(China); Nexans Autoelectric(Wiring Harness Business)
Interior and Exterior Digital Vision & (Completed on 03rdJuly 2026)
Strong balance sheet provides
Monitoring Systems
ample capacity to pursue
Key Products
inorganic growth Broadens Motherson's technology offerings in interior and
exterior digital vision systems, strengthening its position in • PV & CV Wiring
next-generation mobility. Harnesses
• Specialty Harnesses
• Safety Components
Capex of
• Body Harnesses
INR 1,614 Crores
(52% of EBITDA)
Capex in-line with growth Yutaka Giken
priorities and yearly guidance (Completed on 21stJuly 2026)
Key Products
Capacity Expansion • Exhaust Systems
Key Products
• Brake Discs
• Camera Monitoring Systems (CMS)
• Drive Systems
• Full Display Mirrors (FDM)
03 plants operationalized • EV Motor Components
• 360 degree Around View Monitor (AVM) Systems
during the quarter
• Driver Monitoring Systems (DMS)
3 • Dashcam with Video Recording (DVR)
Macro Economic
and Automotive
Industry Outlook.
Geopolitical Tensions Driving Cost Inflation & Monetary Tightness.
Copper & Aluminium Copper: 40% YoY World Container Index 40% YoY & 83% QoQ Polymer Price for Germany 55% YoY & 66% QoQ
USD / Metric Tonne1 Aluminium: 45% YoY (USD2) due to ME crisis Euro/ Metric Tonne due to ME crisis
Copper Aluminium
13,329 5,318 4,166 2,253
9,752 9,524
1,543
2,983 1,458
1,360
3,562
2,525 2,450 2,279
Q1FY25 Q1FY26 Q1FY27 Q1FY25 Q1FY26 Q1FY27 Q1FY25 Q1FY26 Q1FY27
EU, USA, India & China Inflation2 EU, USA , India & China Interest rates2
EU USA INDIA CHINA
(in %) (in %)
6.5%
5.4% 5.5% 5.3%
3.0 3.8 Rising inflation 4.5%
2.5 2.5 across geographies 4.2%
3.8%
3.0 likely to drive 3.4%
3.0%
2.0 hardening of interest 3.0%
rates
-0.0 1.1 2.4%
2.2%
Q1FY25 Q1FY26 Q1FY27 Q1FY25 Q1FY26 Q1FY27
5 Sources: Bloomberg
1. Based on average of spot rates for the quarter; 2. All the data points are average for the closing numbers for each month in the quarter
China Slowdown and Geopolitical Disruption Drives Industry De-growth.
Data represents automotive production volumes on YoY basis
Global. Europe. North America.
Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles
0.0%
5.6%
-1.4%
YoY production
-1.8% remains impacted
-3.3% due to EPA27
-5.0%
Production Volumes. India. Greater China.
Global Light Vehicles (Nos are in million)
Commercial
24.4 24.8 Light Vehicles Light Vehicles Commercial Vehicles
Vehicles
23.1
22.1 22.2 22.9 21.9 22.5
21.6
12.8% 16.2%
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27
Global Commercial Vehicles (Nos are in thousand)
853 822 874 854 808 928 942 902
746 2.3%
-3.1%
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27
6 Note: YoY represents production volume comparison between Q1FY27 vs Q1FY26
Source: Light Vehicles: S&P Global Mobility; Light Vehicle Engine Type Production Forecast June 2026/ Commercial Vehicles: GlobalData; Commercial Vehicle Production Forecast July 2026
Financial
Performance.
Highest-ever Quarterly Revenues with Margin Improvement.
Consolidated Financial Performance Q1FY27 vs Q1FY26
(all figures are Rs. in Crores)
Revenue EBITDA Normalized PAT (Concern Share)
44,000
42,000
40,000 22.0%
17% YoY 26% YoY 2,000 55% YoY 0.09
38,000 35,244 20.0% 1,800
8.8% 0.08
36,000 3,500 18.0% 1,600 0.07
34,000 30,212 8.2% 3,104 16.0% 1,400 1,032 0.06
32,000 1,200
0.05
30,000 2,466 14.0% 1,000 667
0.04
28,000 12.0% 800
26,000 600 155 1 0.03
10.0%
24,000 400 0.02
22,000 8.0% 200 0.01
20,000 1,500 6.0% - 0
Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27
Revenue EBITDA PAT
Robust growth driven by healthy EBITDA outpaced revenue growth as PAT growth driven by scale-up in business
performance across businesses, operational efficiencies and cost
especially, Wiring Harness & Emerging optimization offset input cost inflation
Businesses arising from geopolitical disruptions
Notes
1. Q1FY26 PAT includes adjustment for (1) Impact of approximately 45 crores (post-tax) related to accelerated amortization of certain intangible assets, (2) Exceptional expense pertaining to provisions
8 made in respect to business transformative measures being undertaken in Central & Western Europe, amounting to 110 crores post-tax (136 crores pre-tax).
Continued Investments across Businesses to Support Customers.
(all figures are Rs. in Crores)
Capex
53% 52% 52% 60% Capegxu sipdeanndc e
Capex 49%
2,500 well wfoitrh FinY t2h7e is
44%
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