Samvardhana Motherson International Ltd Q4 FY25 Results

Summary

Samvardhana Motherson International Ltd (SAMIL) has reported the highest-ever sales of Rs. 113,663 crores in FY25, a 15% increase YoY. The company's EBITDA and PAT also saw significant growth of 17% and 40% respectively. The company's ROCE stands at 17.2% and the Net Debt to EBITDA ratio is 0.9x, indicating a comfortable leverage position. SAMIL has a strong booked business value of USD 88+ billion and is diversifying into non-automotive businesses. The company is currently the largest auto ancillary in India and is ranked among the top 15 automotive suppliers worldwide.

Key Highlights

1. 1

   Outpacing the industry by ~15%, supported by content growth and M&As

2. 2

   17.2% ROCE at a consolidated level, Improvements in ROCE despite expansions, M&A payouts and industry headwinds

3. 3

   Net Debt to EBITDA 0.9x, Comfortable leverage position, working capital still remains an opportunity, normalisation to aid further deleveraging

4. 4

   Capex for the year at Rs 4,433 crores, spent calibrated as per market dynamics without compromising on growth-related spends

5. 5

   14 Greenfields under various stages of completion, 9 Greenfields to come onstream during FY26

6. 6

   Strong booked business value is of USD 88+ billion, Significant traction in non-automotive businesses

7. 7

   Diversification strategy, and globally local business model auguring well, growth across auto and non-auto businesses

8. 8

   Majority of the impact from trade barriers is mitigated by being US MCA compliant, Positive discussions with customers for pass-through of tariff-related charges