Samvardhana Motherson International Ltd (MOTHERSON)

Automobile and Auto Components · Auto Ancillaries · NSE · Updated 1 September 2026

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

₹165.3 ↑ 78.14% (1Y)

🎯 Key Takeaways

Samvardhana Motherson International is in a growth phase driven by expanding automotive content penetration and strategic diversification into high-value segments like EV components and wiring harnesses. Management is actively engaging global investors to articulate a multi-year expansion roadmap, signaling confidence in sustained margin accretion and market share gains.
Revenue grew 2.7% QoQ to ₹35,244 in Q1FY27.
⚠️ The company faces margin pressure from rising operational costs, as evidenced by OPM decline from 7.1% in March 2026 to 4.9% in June 202

Market Cap

₹1.74 L Cr

P/E Ratio

39.8

P/B Ratio

4.23

ROE

11.0%

ROCE

13.9%

Debt/Equity

0.39

Promoter

48.6%

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📖 The Story

Samvardhana Motherson International is in a growth phase driven by expanding automotive content penetration and strategic diversification into high-value segments like EV components and wiring harnesses. Management is actively engaging global investors to articulate a multi-year expansion roadmap, signaling confidence in sustained margin accretion and market share gains.

📰 What's Happening

In the last three quarters, management has focused on scaling high-margin operations and advancing strategic initiatives. The company scheduled key investor engagements including a one-on-one with Optimas Capital on September 4, 2026, and roadshow meetings with Nomura in Japan on September 28, 2026, to highlight its growth trajectory. Additionally, it reaffirmed its capital structure discipline by announcing the record date for the second interest payment on its 6.50% compulsorily convertible debentures due September 30, 2026, with annual payments scheduled until September 20, 2027.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Revenue	30,173	31,409	34,309	35,244
Operating Profit	1,393	1,722	2,425	1,738
OPM %	4.6%	5.5%	7.1%	4.9%
Net Profit	846	1,072	1,562	1,076
EPS	₹0.78	₹0.97	₹1.42	₹0.98

Revenue has grown steadily from ₹30,173 Cr in September 2025 to ₹35,244 Cr in June 2026, reflecting consistent top-line expansion. Operating performance shows improvement in margins, with OPM peaking at 7.1% in March 2026 before moderating to 4.9% in June 2026, likely due to operational scaling and cost management. Net profit rose to ₹1,076 Cr in June 2026 from ₹846 Cr in September 2025, indicating improved profitability despite margin pressure in the latest quarter.

🔮 Management Outlook & What's Next

Management has not provided formal forward guidance in the reviewed filings, but investor meetings scheduled in late September 2026 are expected to offer insights into strategic priorities, including technology-led product development and capacity expansion plans. The recurring interest payments on convertible debentures underscore a structured capital return approach, though no new growth targets were disclosed in the latest announcements.

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

🏦 Balance Sheet (₹ Cr)

Item	Mar 2025	Mar 2025	Mar 2026	Mar 2026
Equity Capital	704	704	1,055	1,055
Reserves	31,930	34,177	36,077	40,202
Borrowings	25,417	17,222	19,777	15,895
Total Liabilities	97,879	92,847	1.01 L Cr	1.10 L Cr
Fixed Assets	23,632	24,520	26,527	37,779
Investments	6,615	6,600	6,694	8,035
Total Assets	97,879	92,847	1.01 L Cr	1.10 L Cr

The balance sheet shows a healthy equity base of ₹1,055 Cr in reserves and retained earnings as of March 2026, with borrowings declining to ₹15,895 Cr from ₹19,777 Cr year-on-year, indicating active deleveraging. Total assets grew to ₹1.10 L Cr, supported by operational expansion, while reserves increased from ₹36,077 Cr to ₹40,202 Cr, reflecting strong capital accumulation and financial stability.

💰 Cash Flow Statement (₹ Cr)

Item	Mar 2026
Operating	+11,284
Investing	-6,124
Financing	-3,275
Net Cash Flow	+1,886

👥 Shareholding Pattern

Category	Q2FY26	Q3FY26	Q4FY26	Q1FY27
Promoters	48.6%	48.6%	48.6%	48.6%
FII	12.0%	11.8%	12.4%	12.9%
DII	21.0%	21.6%	21.1%	20.6%
Public	7.5%	7.0%	6.7%	6.5%
# Shareholders	13,40,450	12,55,307	12,20,691	11,93,976

Institutional investor shareholding has risen from 11.75% in Q3FY26 to 12.87% in Q1FY27, while promoter holding remains stable around 48.6%. DII holdings have slightly declined from 21.61% to 20.65%, but the growing number of retail shareholders (from 12,55,307 to 11,93,976) suggests broadening retail interest. The increase in FII participation signals growing confidence among global investors.

⚖️ Peer Comparison — Auto Ancillaries

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
MOTHERSON	1.74 L Cr	39.8	13.9%	11.0%	0.39
BOSCHLTD	1.43 L Cr	60.7	21.7%	15.9%	0.00
UNOMINDA	73,659	61.2	19.3%	18.9%	0.37
SONACOMS	50,621	72.7	15.2%	11.5%	0.04
ENDURANCE	41,201	42.5	17.3%	14.2%	0.15
EXIDEIND	37,821	40.6	9.8%	6.7%	0.08
ZFCVINDIA	29,160	11.8	18.3%	13.5%	0.00
CRAFTSMAN	29,105	55.4	14.7%	14.2%	1.02
SUNDRMFAST	25,206	41.3	17.4%	14.3%	0.14
MSUMI	25,008	39.7	39.4%	29.0%	0.00

🔗 Peer Stock Analyses

BOSCHLTD UNOMINDA SONACOMS ENDURANCE EXIDEIND

⚠️ Risk Factors

The company faces margin pressure from rising operational costs, as evidenced by OPM decline from 7.1% in March 2026 to 4.9% in June 2026. Exposure to cyclical automotive demand, particularly in passenger vehicles, remains a concern amid global economic headwinds. Additionally, while debt is declining, the company’s leverage, though moderate, requires monitoring amid capital-intensive expansion in EV and wiring harness segments.

📋 Recent Filings

🧠 Analyst's Read

Samvardhana Motherson International is executing a disciplined growth strategy with improving profitability and strengthening institutional confidence. Investors should monitor management’s commentary during upcoming investor meetings for clarity on margin sustainability, EV-related opportunities, and capital allocation priorities in the next phase of expansion.

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 2026-09-01.

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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