Samvardhana Motherson International Ltd.

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motherson.comBSE: 517334NSE: MOTHERSON

Market Cap₹ 1,73,409 Cr.

Current Price

High / Low₹ 173 / 101

Stock P/E39.6

Book Value₹ 40

Price to Book2.71

Dividend Yield0.37 %

ROCE13.6 %

ROE10.8 %

Face Value₹ 1

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Modules And Polymer Products: 47.9% • Wiring Harness: 27.8% • Vision Systems: 16.0%

AI Sector View

AI GENERATED

Automobile and Auto Components

Buy

Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.

Confidence

74%

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PROS

Company has delivered good profit growth of 26.9% CAGR over last 5 years
Company has consistently been profitable over the last 5 years
Latest quarter profit grew 77.5% YoY, showing strong momentum
Company has delivered good sales growth of 17.1% CAGR over last 5 years
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 2.23x)

CONS

Promoter holding has decreased over last 2 years: -11.8pp
Valuation is stretched - P/E of 39.6 is well above its own 5-year median (19.5)
Recurring exceptional / one-off items are inflating headline profit

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Automobile and Auto ComponentsAutomobile & AncillariesAuto Ancillary

Part ofNIFTY NEXT 50 NIFTYLARGEMIDCAP250 NIFTY AUTO NIFTY100 EQL WGT NIFTY200MOMENTM30

S.No.	Name
1.	MOTHERSON	164.30	39.59	173409.49	0.37	1075.66	77.48	35243.77	17.70	13.63	8.86
2.	BOSCHLTD	48388.75	60.40	142727.94	0.56	706.10	-36.74	5841.90	22.00	25.60	14.08
3.	UNOMINDA	1202.40	57.75	69434.66	0.22	315.51	2.10	5556.85	23.79	20.74	11.14
4.	TIINDIA	2607.25	83.21	50469.14	0.13	293.96	-3.04	6215.33	20.20	27.33	8.81
5.	SONACOMS	788.95	70.76	49240.61	0.43	178.51	46.67	1301.20	52.38	14.75	22.55
6.	ENDURANCE	2696.75	39.11	37933.25	0.43	2445.20	980.27	43148.90	1200.10	18.33	12.42
7.	CRAFTSMAN	11663.75	65.61	30505.88	0.10	150.55	116.31	2431.58	36.30	14.65	15.81
8.	ZFCVINDIA	2548.90	58.10	29007.88	0.03	1044.78	753.75	10661.76	992.89	20.23	12.93
9.	SANSERA	4130.20	73.97	25773.92	0.10	87.36	38.71	1021.26	33.27	14.29	19.18
10.	MSUMI	36.30	38.37	24072.93	1.60	1453.20	915.51	34072.60	1273.43	43.72	7.58
11.	GABRIEL	1345.45	80.11	23845.41	0.37	1081.26	925.35	14256.83	1055.00	26.37	11.71
12.	BELRISE	227.95	43.50	22046.23	0.24	121.67	8.94	2546.47	12.57	14.65	11.52

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	22,280	23,294	25,457	26,748	28,522	27,668	27,232	29,119	29,943	29,876	31,185	34,019	35,244
	20,639	21,540	23,273	24,124	26,225	25,364	24,980	26,834	27,950	27,562	28,366	30,696	33,965
Operating Profit	1,641	1,755	2,183	2,625	2,296	2,304	2,251	2,285	1,992	2,314	2,819	3,323	1,279
OPM %	7.37%	7.53%	8.58%	9.81%	8.05%	8.33%	8.27%	7.85%	6.65%	7.74%	9.04%	9.77%	3.63%
	53	-183	53	84	71	259	111	116	-56	85	5	-137	82
Interest	253	488	620	450	444	546	466	426	425	387	341	472	459
Depreciation	737	867	1,016	1,088	932	1,103	1,112	1,053	1,033	1,218	1,321	1,188	1,212
Profit before Tax	886	449	787	1,480	1,337	1,058	1,219	1,120	748	1,091	1,386	1,817	1,533
Tax %	29.46%	50.99%	27.66%	7.63%	26.03%	27.75%	27.68%	12.20%	35.55%	35.86%	32.78%	23.55%	29.83%
Net Profit	0	0	0	0	1,097	949	984	1,115	606	846	1,072	1,562	1,076
	0.89	0.30	0.80	2.02	0.98	0.86	0.83	1.00	0.48	0.78	0.97	1.42	0.98

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	42,376	56,293	63,523	60,729	57,370	63,774	78,788	98,692	1,13,663	1,26,104	1,30,324
	38,209	51,171	58,174	56,075	53,011	59,075	72,493	89,405	1,03,111	1,14,201	1,20,589
Operating Profit	4,167	5,123	5,348	4,654	4,359	4,699	6,295	9,287	10,552	11,903	9,734
OPM %	9.83%	9.10%	8.42%	7.66%	7.60%	7.37%	7.99%	9.41%	9.28%	9.44%	7.47%
	167	-8	220	225	167	210	70	-62	558	-103	35
Interest	375	411	423	593	512	543	781	1,811	1,882	1,624	1,658
Depreciation	1,059	1,575	2,058	2,721	2,926	2,958	3,136	3,810	4,493	5,134	4,938
Profit before Tax	3,083	3,267	3,200	1,622	1,173	1,424	2,405	3,840	5,261	5,625	5,827
Tax %	29.53%	30.83%	34.44%	42.42%	-5.91%	42.61%	30.57%	21.37%	21.20%	27.37%	29.70%
Net Profit	2,172	2,260	2,098	934	1,243	817	1,670	3,020	4,146	4,086	4,096
EPS	7.58	5.06	5.11	3.71	3.29	1.67	2.21	4.01	5.41	3.66	—
Dividend Payout %	18.07%	29.66%	29.37%	40.48%	45.58%	33.61%	29.45%	19.96%	15.73%	16.41%	—

COMPOUNDED SALES GROWTH

10 Years:: 13%
5 Years:: 17%
3 Years:: 17%

COMPOUNDED PROFIT GROWTH

10 Years:: 12%
5 Years:: 30%
3 Years:: 37%

STOCK PRICE CAGR

10 Years:: 10%
5 Years:: 12%
3 Years:: 36%
1 Year:: 63%

RETURN ON EQUITY

10 Years:: 15%
5 Years:: 10%
3 Years:: 12%
Last Year:: 11%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	140	210	316	316	316	452	678	678	704	1,055
Minority Interest	2,232	2,960	3,480	3,565	4,023	1,776	1,925	2,061	2,248	2,680
	8,132	9,674	10,647	10,945	12,245	20,136	21,774	25,477	34,177	39,924
	10,744	11,308	12,321	13,590	12,590	14,655	14,393	14,924	15,536	17,812
Trade Payables	7,300	9,026	10,661	10,309	11,141	11,360	14,136	22,617	23,669	28,165
	3,318	3,693	5,294	6,268	6,748	6,742	7,581	17,191	14,073	17,986
Total Liabilities	31,867	36,871	42,718	44,993	47,063	55,122	60,487	82,947	90,406	1,07,623
	12,103	14,581	18,292	20,630	19,971	20,887	22,648	29,538	32,490	37,700
Capital Work in Progress	1,935	2,585	1,046	815	838	1,249	1,422	2,431	2,607	4,016
	474	792	855	796	846	6,462	6,290	6,521	6,600	7,238
	3,072	4,013	4,663	5,157	4,996	6,442	7,823	9,139	10,787	12,647
	0	0	0	0	0	0	0	15,637	17,431	19,881
Cash & Bank	4,887	2,782	3,547	4,879	5,906	4,999	4,699	6,986	6,289	8,234
	9,398	12,119	14,314	12,715	14,505	15,083	17,606	12,696	14,203	17,907
Total Assets	31,867	36,871	42,718	44,993	47,063	55,122	60,487	82,947	90,406	1,07,623

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	4,643	4,269	5,362	7,430	5,611	3,295	5,496	7,569	6,286	11,284
Cash from Investing	-6,726	-3,194	-3,310	-2,240	-1,894	-2,312	-2,245	-6,662	-4,862	-6,124
Cash from Financing	5,518	-2,221	-225	-2,803	-2,098	-1,217	-2,734	1,281	-2,551	-3,275
	2,591	-2,152	777	1,309	1,060	-1,067	-336	2,188	-1,126	1,886

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	60.36	58.13	58.13	58.13	48.60	48.58	48.60	48.60	48.60
	12.88	13.47	14.31	12.42	12.63	11.99	11.75	12.45	12.87
	18.04	19.82	19.15	20.96	20.69	20.98	21.57	21.08	20.59
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	8.67	8.54	8.35	8.44	18.04	18.40	18.04	17.82	17.89

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-02

General Updates

2026-09-02 - Samvardhana Motherson International Limited has informed the Stock Exchange regarding issuance of Corporate Guarantee for its subsidiary.

2026-09-02

Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-02 - Samvardhana Motherson International Limited has informed the Stock Exchange regarding schedule of Investor Meet on September 7, 2026 at 1500 Hours.

2026-08-31

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-31 - Samvardhana Motherson International Limited has informed the Stock Exchange regarding schedule of Investor Meet on September 7, 2026 at 1400 Hours.

2026-08-31

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-31 - Samvardhana Motherson International Limited has informed the Stock Exchange regarding schedule of Investor Meet on September 7, 2026 at 1100 Hours.

2026-08-31

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-31 - Samvardhana Motherson International Limited has informed the Stock Exchange regarding schedule of Investor Meet on September 4, 2026 at 1430 Hours.

2026-08-27

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-27 - Samvardhana Motherson International Limited has informed the Stock Exchange about the schedule of one-to-one Non Deal Roadshow on Monday, September 28, 2026 at Japan.

2026-08-27

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-27 - Samvardhana Motherson International Limited has informed the Stock Exchange regarding one-to-one virtual Investor Meet scheduled on Friday, September 04, 2026.

2026-08-26

Commencement of commercial production/operations

2026-08-26 - Samvardhana Motherson International Limited has informed the Exchange about Commencement of commercial production at the New Manufacturing Facility of a subsidiary of Samvardhana Motherson International Limited.

2026-08-26

General Updates

2026-08-26 - Samvardhana Motherson International Limited has informed the Exchange about record date of Compulsorily Convertible Debenture.

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