Samvardhana Motherson International Ltd Q1 FY26 Results
MOTHERSONQ1 FY26 ResultsAnnounced 13 Aug 2025, 01:20 pm| Metric | Value (₹ Cr) | vs Q4 FY25 |
|---|---|---|
| Revenue | 30.2K | 3.0% |
| Total Income | 30.3K | 2.9% |
| Expenditure | 29.4K | 3.9% |
| PBT | 747.57 | 33.3% |
| Net Profit | 606.09 | 45.7% |
| OPM | 7.69% | 1.32pp |
| NPM | 2.00% | 1.79pp |
| EPS | 0.48 | 67.8% |
Samvardhana Motherson International Q1FY26 Revenues Grow 5% YoY, Despite Industry Headwinds
13 Aug 2025 · 13 Aug 2025, 01:30 pm
Summary
Samvardhana Motherson International Ltd (SAMIL) reported a 5% year-over-year growth in revenues for Q1FY26, amounting to Rs. 30,212 crores. The company's profitability was temporarily affected by industry headwinds and volatility. Despite these challenges, SAMIL's performance reflects the strength of its diversified business model and operational efficiencies. The company is well-positioned to navigate evolving tariffs, with the majority of its US sales being USMCA compliant. For non USMCA compliant parts, agreements to pass on related costs are in progress. Recently levied tariffs on India do not have a material impact on the company's operations. SAMIL has operationalised three greenfields during the quarter and announced two new strategic partnerships. The company's leverage ratio is comfortable at 1.1x, enabling both organic and inorganic growth opportunities.
Key Highlights
- 1
Revenue outpaced the Industry, contributed by well-executed M&As and resilient organic business
- 2
Transitory Impact on Profitability - measures already underway to mitigate the industry challenges in close collaboration with our customers
- 3
Three Greenfields operationalised during the quarter; the remaining 11 are at different stages of completion
- 4
2New Strategic Partnerships announced in line with the increase in content per car strategy
- 5
Comfortable Leverage ratio of 1.1x enabling both organic and inorganic growth opportunities
Management Comments
Mr. Vivek Chaand Sehgal
Chairman, Motherson
Motherson has once again demonstrated its resilience and disciplined execution despite persistent industry headwinds and a dynamic global environment. Our performance reflects the strength of our diversified business model and the operational efficiencies across our businesses. We are well-positioned to navigate evolving tariffs with the majority of our sales in the US being USMCA compliant. For non USMCA compliant parts, agreements with customers to pass on related costs are in progress, albeit with a lag. Further, recently levied tariffs on India do not have any material impact on our operations. While uncertainties in the business environment persist, it also offers inorganic opportunities for growth. The trust and confidence of our customers continue to be a key driver of our success. Our teams across the globe are committed to delivering on our vision and creating long-term value for our stakeholders.
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