Samvardhana Motherson International Limited (MOTHERSON)

Automobile and Auto Components · Auto Components · NSE · Updated 15 July 2026

₹142.11 ↓ 8.91% (1Y)

🎯 Key Takeaways

Samvardhana Motherson International Limited is in a strategic growth phase, actively expanding its automotive technology portfolio and global footprint, particularly in China, while maintaining stable profitability. The company is transitioning from a mature cash cow profile toward a more diversified, innovation-driven growth model, supported by recent acquisitions and capital market actions.
Revenue declined 0.5% QoQ to ₹27,666 in Q3FY25.
⚠️ Execution risk in the Shenzhen Autocruis acquisition, including integration challenges and regulatory approvals, could delay anticipated synergies. Ad

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 Limited is in a strategic growth phase, actively expanding its automotive technology portfolio and global footprint, particularly in China, while maintaining stable profitability. The company is transitioning from a mature cash cow profile toward a more diversified, innovation-driven growth model, supported by recent acquisitions and capital market actions.

📰 What's Happening

The board approved the acquisition of a 64.76% stake in Shenzhen Autocruis Technology for CNY 153.3 million (USD 22.6 million) via fresh equity subscription, aiming to expand Motherson's camera-based automotive systems and R&D capabilities in China. Post-acquisition, SMR Langfang will hold 67.78% with a target buy-back mechanism, with completion expected by Q3 FY2027 pending regulatory approvals. Additionally, the company issued INR 300 crores in commercial paper through an 87-day tranche on BSE at 7.20% upfront interest, reflecting short-term funding flexibility. India Ratings reaffirmed the issuer rating at IND AAA (Stable) and adjusted the NCD rating post-redemption of INR 6 billion and revised issue size.

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

Revenue has shown mixed trends, peaking at ₹28,868 crores in Q1FY25 before declining to ₹27,666 crores in Q3FY25, with operating margins stabilizing around 9-10%. Despite the revenue dip, profitability remains resilient, with net profit holding steady at ₹984 crores in Q3FY25 and EPS at ₹1.25, supported by cost management and margin discipline. The company demonstrated strong operating performance in Q4FY24 with ₹1,444 crores net profit and ₹2.02 EPS, indicating underlying operational strength despite near-term fluctuations.

🔮 Management Outlook & What's Next

Management has not provided explicit forward guidance on revenue or margins in the latest filings, but strategic priorities are evident through the Shenzhen Autocruis acquisition and expansion of vision systems capabilities in China. The focus is on enhancing technological depth and market access in high-growth automotive segments, particularly in electric and autonomous driving components, with execution expected over the next 12-18 months.

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

Execution risk in the Shenzhen Autocruis acquisition, including integration challenges and regulatory approvals, could delay anticipated synergies. Additionally, near-term revenue volatility and margin pressure from macroeconomic headwinds in key automotive markets pose execution-related risks, despite stable profitability trends.

📋 Recent Filings

🧠 Analyst's Read

Motherson is transitioning into a technology-led growth phase with strategic moves into China and advanced automotive systems, but near-term results reflect transitional volatility. Investors should monitor acquisition progress, China market integration, and margin resilience as key near-term catalysts.

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 2026-07-15.

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