Samvardhana Motherson International Limited (MOTHERSON)

Automobile and Auto Components · Auto Components · NSE · Updated 3 August 2026

By StockFin Research Team • AI-Assisted Analysis • Source: BSE/NSE Filings

₹155.01 ↑ 59.52% (1Y)

🎯 Key Takeaways

Samvardhana Motherson International is transitioning from a high-growth phase into a stabilized but still expanding operational phase, with financial performance showing signs of margin recovery and consistent profitability. The company maintains a strong presence in the auto components sector, with recent financial trends indicating resilience in demand and operational efficiency.
Revenue declined 0.5% QoQ to ₹27,666 in Q3FY25.
⚠️ Margin pressure from volatile raw material costs and pricing pressures in the auto components sector, which management has not fully addressed in disc

Market Cap

₹1.37 L Cr

P/E Ratio

30.6

Div Yield

0.00%

Promoter

0.0%

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📖 The Story

Samvardhana Motherson International is transitioning from a high-growth phase into a stabilized but still expanding operational phase, with financial performance showing signs of margin recovery and consistent profitability. The company maintains a strong presence in the auto components sector, with recent financial trends indicating resilience in demand and operational efficiency. Management appears focused on sustaining profitability while navigating sectoral challenges.

📰 What's Happening

At the 39th AGM on July 30, 2026, the company approved its audited standalone and consolidated financial statements for FY2025-26 and declared a final dividend of INR 0.25 per share. It reappointed directors Pankaj Mital and Rekha Sethi, approved related party transactions with Motherson Sumi Wiring India Limited, and ratified cost auditors’ remuneration for FY2026-27. These actions reflect governance continuity and operational stability. The financial performance underpinning this approval shows sequential improvement in profitability metrics.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Q4FY23	Q1FY24	Q2FY24	Q3FY24	Q4FY24	Q1FY25	Q2FY25	Q3FY25
Revenue	22,477	22,462	23,474	25,698	27,058	28,868	27,812	27,666
Operating Profit	2,095	1,978	1,805	2,423	3,019	2,846	2,707	2,797
OPM %	9.0%	8.6%	8.1%	9.2%	10.8%	9.6%	8.8%	9.7%
Net Profit	699	648	294	633	1,444	1,097	949	984
EPS	₹0.97	₹0.89	₹0.30	₹0.80	₹2.02	₹1.47	₹1.29	₹1.25

The company has demonstrated a clear upward trend in profitability over the past year, with operating profit margin expanding from 8.1% in Q2FY24 to 10.8% in Q4FY24, followed by a slight moderation to 9.7% in Q3FY25. Net profit rose from ₹294 crore in Q2FY24 to ₹984 crore in Q3FY25, despite a minor dip in revenue. This improvement aligns with management’s focus on cost optimization and operational discipline, even as revenue growth has stabilized. The consistent EPS growth from ₹0.30 to ₹1.25 over the same period underscores strengthening bottom-line performance.

🔮 Management Outlook & What's Next

During the 39th AGM on July 30, 2026, management emphasized confidence in long-term growth prospects, citing the approved financials and governance measures as foundations for future performance. While no detailed forward guidance was provided, the reappointment of key directors and ratification of auditor remuneration signal continuity in leadership and strategic oversight. The dividend declaration reflects a commitment to shareholder returns, though specific growth targets or margin improvement plans were not outlined in the filing.

Extracted from official company announcements. Not StockFin.ai's opinion.

⚖️ Peer Comparison — Auto Components

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
Samvardhana Motherson International Limited	1.37 L Cr	30.6	—	—	—
Bosch Limited	1.11 L Cr	55.0	—	—	—
Bharat Forge Limited	91,463	99.6	—	—	—
UNO Minda Limited	64,785	66.7	—	—	—
Schaeffler India Limited	62,984	67.0	—	—	—
Tube Investments of India Limited	55,168	47.4	—	—	—
MRF Limited	54,558	31.1	—	—	—
Balkrishna Industries Limited	41,530	23.4	—	—	—
Endurance Technologies Limited	35,848	44.7	—	—	—
Sona BLW Precision Forgings Limited	35,667	58.5	—	—	—

🔗 Peer Stock Analyses

BOSCHLTD BHARATFORG UNOMINDA SCHAEFFLER TIINDIA

⚠️ Risk Factors

1. Margin pressure from volatile raw material costs and pricing pressures in the auto components sector, which management has not fully addressed in disclosed terms. 2. Dependence on related party transactions with Motherson Sumi Wiring India Limited, which could face scrutiny or disruption if governance norms evolve. 3. Exposure to cyclical demand in the automotive industry, particularly in passenger vehicles and two-wheelers, which remains sensitive to economic slowdowns.

📋 Recent Filings

🧠 Analyst's Read

Samvardhana Motherson International is demonstrating improving profitability and operational discipline, supported by stable governance and consistent financial performance. Investors should monitor margin trends and any future commentary on demand recovery or cost management initiatives to assess the sustainability of current growth trajectories.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-08-03.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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