Samvardhana Motherson International Ltd logo

Samvardhana Motherson International Ltd

MOTHERSON NSE

Motherson Sumi Systems is engaged primarily in the manufacturer and sale of components to automotive original equipment manufacturers.[1]

AI Verdict: BUY Confidence: 6%

Motherson International offers strong profit growth of 31% CAGR over 5 years and overwhelming analyst consensus with 81% buy ratings. However, a PE of 37.4x and low ROE of 11-12% suggest the stock is priced for perfection, warranting a moderate-confidence BUY for investors with a 2-3 year horizon.

Key Fundamentals

LargecapAuto ComponentsAutomobiles
Market Cap
1.6L Cr
Volatility
Moderate
P/E Ratio
41.56
EBITDA
₹10,409 Cr
Return on Equity
10.7%
Debt to Equity
0.61
Book Value
₹38.83
EPS
₹4.75
52W High
₹151.77
52W Low
₹89.7

Technical Indicators

Key Insights

Strengths

1
  • Company has delivered good profit growth of 31.1% CAGR over last 5 years

Weaknesses

3
  • Stock is trading at 3.72 times its book value
  • Company has a low return on equity of 11.6% over last 3 years.
  • Promoter holding has decreased over last 3 years: -16.2%

Growth Rate

Revenue Growth
9.46% ↗
Net Income Growth
-5.00% ↘
Cash Flow Change
-16.95% ↘
ROE
4.39% ↘
ROCE
7.82% ↘
EBITDA Margin (Avg.)
-15.01% ↘

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 3d ago
BUY
Risk medium

Motherson International offers strong profit growth of 31% CAGR over 5 years and overwhelming analyst consensus with 81% buy ratings. However, a PE of 37.4x and low ROE of 11-12% suggest the stock is priced for perfection, warranting a moderate-confidence BUY for investors with a 2-3 year horizon.

Bull Case 7
  • Exceptional profit growth of 31% CAGR over 5 years significantly outpacing sales growth, indicating improving margins
  • Strong analyst consensus with 80.95% buy ratings (17 out of 21 analysts recommending buy)
  • Robust stock price CAGR of 45% over 1 year reflecting strong momentum and market confidence
  • Consistent compounded sales growth of 17% CAGR over both 3-year and 5-year periods showing revenue durability
  • Market cap of Rs 1,51,097 crore reflects large-cap stability and institutional ownership comfort
  • 3-year stock CAGR of 37% demonstrates sustained long-term wealth creation beyond short-term rallies
  • TTM profit growth of 11% indicates continued earnings momentum even on a higher base after 39% 3-year CAGR
Bear Case 8
  • PE ratio of 37.4x is expensive for a company delivering only 11-12% ROE, implying poor earnings yield relative to capital efficiency
  • Return on equity of just 11.6% over 3 years is below the 15%+ threshold expected for quality compounders at this valuation
  • Promoter holding has decreased by 16.2% over last 3 years, signaling potential dilution or reduced promoter confidence
  • Price-to-book ratio of 3.75x is elevated for a company with sub-12% ROE, meaning investors overpay relative to asset base
  • Dividend yield of only 0.41% offers negligible income cushion during potential market corrections
  • 14.29% of analysts (3 out of 21) have a sell rating, which is notably high for a large-cap with strong momentum
  • TTM sales growth decelerated to 11% from 17% 3-year CAGR, suggesting potential revenue growth slowdown
  • 10-year profit CAGR of only 12% versus 5-year CAGR of 31% shows historical earnings volatility and cyclicality

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 1d ago
Headwinds 1
  • China subsidiary customs fine Jun 9

    SMP Automotive Interiors (Beijing) was fined CNY 188,537 by Chinese customs for alleged wrongful declaration of delivery terms. Minor financial impact but flags compliance risk in China operations.

Positives 2
  • Acquires 64.76% in Chinese camera firm Jun 17

    Subsidiary acquired controlling 64.76% stake in Shenzhen Autocruis Technology for CNY 153.3 million, expanding capabilities in camera-based automotive systems.

  • First captive solar project live Jun 8

    Commissioned 15 MWp ground-mounted solar project in Mahoba, UP, expected to generate 23.4 GWh annually and cut 17,000 MT of CO2 emissions.

Neutral 6
  • ₹21.59 Cr block trade on NSE Jun 19

    Block trade of ~14.9 lakh shares at ₹144.89/share worth ₹21.59 crores executed on NSE, indicating institutional activity.

  • ₹15.33 Cr block trade on NSE May 26

    Block trade of ~11.28 lakh shares at ₹135.93/share worth ₹15.33 crores, reflecting institutional-level participation.

  • INR 300 Cr CP issuance Jun 17

    Issued INR 300 crore commercial papers at 7.20% coupon, maturing September 11, 2026. Routine short-term funding instrument.

  • Investor meets scheduled Jun 16

    Analyst and investor meetings scheduled for June 19 and June 26, 2026, including group and one-on-one interactions.

  • Dividend TDS deadline July 14 Jun 12

    Shareholders must submit tax declarations by July 14, 2026 for TDS deduction on FY26 final dividend.

  • Meeting with Haitong Securities May 25

    Virtual investor meeting with Haitong Securities scheduled May 29, 2026 from 1200-1500 Hours IST.

TL;DR: Motherson is actively pursuing inorganic growth with a strategic acquisition in Chinese camera-based automotive technology, while also advancing its sustainability agenda with its first captive solar project. The minor customs fine in China is negligible financially but worth monitoring for compliance trends. Block trades suggest steady institutional interest with the stock moving from ₹135.93 to ₹144.89 over three weeks, indicating mild positive momentum.

Quarterly Results

  Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales
22,517
22,462
23,474
25,644
27,058
28,868
27,812
27,666
29,317
30,212
30,173
31,409
34,309
Expenses
20,481
20,538
21,585
23,273
24,124
26,093
25,364
24,980
26,674
27,754
27,562
28,366
30,519
Operating Profit
2,036
1,925
1,889
2,370
2,935
2,775
2,448
2,686
2,643
2,458
2,611
3,043
3,791
OPM %
9%
9%
8%
9%
11%
10%
9%
10%
9%
8%
9%
10%
11%
Other Income
35
76
-10
117
161
179
443
214
248
68
231
145
36
Interest
278
253
488
620
450
444
546
466
426
425
387
341
472
Depreciation
840
839
867
1,016
1,088
1,065
1,103
1,112
1,214
1,230
1,218
1,321
1,365
PBT
953
909
523
851
1,557
1,445
1,242
1,322
1,252
872
1,237
1,527
1,989
Tax %
27%
29%
44%
26%
7%
24%
24%
26%
11%
30%
32%
30%
22%
Net Profit
699
648
294
633
1,444
1,097
949
984
1,115
606
846
1,072
1,562
EPS in Rs
0.64
0.59
0.2
0.53
1.35
0.98
0.83
0.83
1
0.48
0.78
0.97
1.42
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales
34,661
37,216
42,376
56,303
63,523
60,729
57,370
63,536
78,701
98,692
1,13,663
1,26,104
Expenses
31,817
33,668
38,204
51,174
58,174
56,075
53,000
59,060
72,537
89,370
1,03,111
1,14,201
Operating Profit
2,844
3,548
4,171
5,128
5,348
4,654
4,370
4,476
6,164
9,322
10,552
11,903
OPM %
8%
10%
10%
9%
8%
8%
8%
7%
8%
9%
9%
9%
Other Income
212
177
346
125
333
642
568
813
158
140
1,085
480
Interest
318
345
375
411
423
593
512
543
781
1,811
1,882
1,624
Depreciation
921
1,087
1,059
1,575
2,058
2,721
2,926
2,958
3,136
3,810
4,493
5,134
PBT
1,817
2,293
3,083
3,267
3,200
1,983
1,500
1,788
2,405
3,840
5,261
5,625
Tax %
29%
23%
30%
31%
34%
35%
-5%
34%
31%
21%
21%
27%
Net Profit
1,292
1,774
2,172
2,260
2,098
1,294
1,569
1,182
1,670
3,020
4,146
4,086
EPS in Rs
1.29
1.93
2.19
2.25
2.27
1.65
1.46
0.86
1.47
2.67
3.6
3.66
Div. Payout %
31%
26%
18%
30%
29%
40%
46%
34%
29%
20%
16%
0%
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
88
132
140
210
316
316
316
452
678
678
704
1,055
Reserves
3,236
4,265
8,132
9,674
10,647
10,945
12,245
20,136
21,774
25,477
34,177
39,924
Borrowings
5,131
6,069
10,349
10,374
11,534
13,136
11,930
14,130
13,792
19,922
17,222
19,170
Other Liabilities
8,971
9,199
13,322
16,716
20,257
20,636
23,258
21,008
25,086
38,101
39,768
50,346
Total Liabilities
17,425
19,665
31,944
36,974
42,754
45,033
47,749
55,726
61,330
84,178
91,870
1,10,495
Fixed Assets
6,129
7,147
12,193
14,712
18,423
20,750
20,099
21,411
23,147
30,122
33,181
38,576
CWIP
956
1,397
1,935
2,585
1,067
852
877
1,310
1,478
2,498
2,646
4,016
Investments
65
590
474
792
855
796
846
6,462
6,290
6,521
6,600
7,238
Other Assets
10,276
10,531
17,343
18,885
22,409
22,635
25,926
26,543
30,415
45,037
49,444
60,666
Total Assets
17,425
19,665
31,944
36,974
42,754
45,033
47,749
55,726
61,330
84,178
91,870
1,10,495
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
3,390
2,188
3,800
3,264
4,312
6,352
5,051
2,463
4,643
7,569
6,286
11,284
Investing
-2,844
-1,906
-6,145
-3,194
-3,318
-2,220
-1,886
-2,304
-2,248
-6,644
-4,836
-6,124
Financing
494
-263
5,518
-2,221
-225
-2,803
-2,098
-1,217
-2,734
1,281
-2,551
-3,275
Net Cash Flow
1,040
19
3,172
-2,152
769
1,329
1,068
-1,059
-339
2,205
-1,101
1,886
Free Cash Flow
1,551
258
1,021
233
1,627
4,158
3,119
26
2,460
3,559
1,853
5,373
CFO/OP
141
81
111
83
100
160
128
74
89
97
77
109
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
32
46
40
36
35
31
36
38
39
58
56
58
Inventory Days
63
37
44
43
46
52
53
64
63
61
64
68
Days Payable
82
84
103
96
106
104
118
113
114
152
142
152
Cash Conversion Cycle
13
-1
-20
-17
-24
-21
-29
-11
-11
-33
-21
-26
Working Capital Days
-10
-6
-2
-7
-14
-30
-32
-27
-25
-32
-16
-15
ROCE %
25%
24%
21%
18%
15%
8%
6%
6%
9%
14%
14%
13%

Shareholding Pattern

As of Mar 2026
Promoters 48.60%
DIIs 21.13%
FIIs 12.45%
Others 11.10%
Public 6.73%
Total 100.01%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Oct 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Jul 2025Sep 2025Dec 2025Mar 2026
Promoters
61.73%
61.73%
61.73%
61.73%
68.16%
68.16%
0.00%
68.16%
68.16%
64.77%
64.77%
64.77%
64.78%
60.36%
60.36%
58.13%
58.13%
58.13%
48.60%
48.60%
48.58%
48.60%
48.60%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
10.77%
12.44%
12.87%
13.51%
14.32%
12.42%
12.62%
12.67%
11.99%
11.75%
12.45%
DIIs
13.14%
12.82%
13.44%
13.82%
10.40%
10.40%
0.00%
10.56%
12.02%
14.80%
15.18%
14.63%
15.34%
18.28%
18.15%
19.91%
19.25%
21.00%
20.74%
20.67%
21.02%
21.61%
21.13%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
6.83%
7.11%
7.29%
7.14%
6.81%
7.13%
0.00%
7.66%
8.46%
8.05%
7.74%
7.41%
7.68%
7.39%
7.10%
7.02%
6.98%
7.16%
7.22%
7.22%
7.48%
6.99%
6.73%
Others
18.30%
18.35%
17.54%
17.32%
14.63%
14.31%
100.00%
13.62%
11.36%
12.39%
12.31%
13.19%
1.42%
1.53%
1.52%
1.44%
1.32%
1.28%
10.82%
10.83%
10.91%
11.05%
11.10%
No. of Shareholders
0
4,62,862
5,87,928
6,57,469
6,87,524
8,33,360
9,48,151
9,75,215
9,82,624
10,27,020
9,93,807
9,93,291
10,34,250
10,39,410
10,83,240
12,15,900
12,64,330
13,06,220
13,03,290
13,11,530
13,40,450
12,55,310
12,20,690

Documents

1
Concall - Nov 2017 Nov 2017
2
Concall - Feb 2018 Feb 2018
3
Concall - Feb 2018 Feb 2018
4
Concall - May 2018 May 2018
5
Concall - May 2018 May 2018

Frequently Asked Questions about Samvardhana Motherson International Ltd

What does Samvardhana Motherson International Ltd do?
Motherson Sumi Systems is engaged primarily in the manufacturer and sale of components to automotive original equipment manufacturers.[1]
Where is Samvardhana Motherson International Ltd (MOTHERSON) listed?
Samvardhana Motherson International Ltd is listed on the Indian stock exchanges. It is listed on NSE: MOTHERSON and BSE: 517334. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Samvardhana Motherson International Ltd belong to?
Samvardhana Motherson International Ltd operates in the Consumer Discretionary sector within the Auto Components industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Samvardhana Motherson International Ltd?
Samvardhana Motherson International Ltd has a market capitalisation of approximately ₹156089.65 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Samvardhana Motherson International Ltd?
The Price-to-Earnings (PE) ratio of Samvardhana Motherson International Ltd is 41.56. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Samvardhana Motherson International Ltd?
Over the past 52 weeks, Samvardhana Motherson International Ltd has traded between a low of ₹89.7 and a high of ₹151.77. This range helps investors understand the stock's price volatility and recent trading levels.
Does Samvardhana Motherson International Ltd pay dividends?
Yes, Samvardhana Motherson International Ltd has a dividend yield of 0.41%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Samvardhana Motherson International Ltd?
Samvardhana Motherson International Ltd has a Return on Equity (ROE) of 10.70%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Samvardhana Motherson International Ltd on Tapetide?
On Tapetide, you can view Samvardhana Motherson International Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Motherson Sumi Systems is engaged primarily in the manufacturer and sale of components to automotive original equipment manufacturers.[1]

Website motherson.com
CEO Mr. Pankaj K. Mital
Listed 1996-08-14
Face Value ₹ 1
Issued Size 10,55,44,42,601

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