Samvardhana Motherson International Ltd logo

Samvardhana Motherson International Ltd

MOTHERSON NSE

Key Fundamentals

LargecapAuto ComponentsAutomobiles
Market Cap
1.8L Cr
Volatility
High Risk
P/E Ratio
41.06
EBITDA
₹12,213 Cr
Return on Equity
9.36%
Debt to Equity
0.47
Book Value
₹39.09
EPS
₹4.75
52W High
₹172
52W Low
₹91.1

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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41 extracted metrics + investor summaries across FY00–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

2
  • Company has delivered good profit growth of 31.9% CAGR over last 5 years
  • Company has been maintaining a healthy dividend payout of 17.4%

Weaknesses

3
  • Stock is trading at 4.39 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
10.68% ↗
Net Income Growth
-1.45% ↗
Cash Flow Change
79.50% ↗
ROE
-16.20% ↗
ROCE
-15.99% ↗
EBITDA Margin (Avg.)
-0.72% ↗

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 5d ago
AI opinion · based on fundamentals
Risk medium

Samvardhana Motherson International Ltd is a large-cap auto ancillary company with a market cap of approximately ₹1,79,795 crore, trading at a PE of 39.1x and PB of 4.32x. The company has delivered strong profit growth of ~32% CAGR over five years alongside 17% sales CAGR, but ROE remains moderate at 11-12% over multiple timeframes.

Bull Case 8
  • Strong compounded profit growth of 32% CAGR over 5 years and 40% over 3 years, indicating improving profitability trajectory
  • Consistent revenue growth with compounded sales CAGR of 17% over both 3-year and 5-year periods, showing sustained business momentum
  • TTM profit growth of 35% indicates continued earnings acceleration in the most recent period
  • Stock has delivered 82% returns over the past 1 year, reflecting strong market confidence and momentum
  • Long-term stock CAGR of 13% over 10 years demonstrates consistent wealth creation through business cycles
  • Healthy dividend payout ratio of 17.4%, indicating disciplined capital allocation and shareholder return commitment
  • TTM sales growth of 14% suggests ongoing topline expansion even on a larger revenue base
  • 10-year compounded sales CAGR of 13% demonstrates long-term structural growth in the business
Bear Case 8
  • PE ratio of 39.1x is elevated, pricing in significant future growth and leaving limited margin of safety
  • Stock trades at 4.32x book value, which is expensive relative to the company's ROE of 11-12%
  • Promoter holding has decreased by 16.2% over the last 3 years, raising governance and alignment concerns
  • Return on equity of only 11.6% over 3 years is modest for a company trading at such premium valuations
  • 5-year average ROE of 10% indicates the business does not generate exceptionally high returns on invested capital
  • Dividend yield of just 0.35% offers minimal income cushion for investors during potential market corrections
  • After 82% stock price appreciation in one year, valuation re-rating potential may be largely exhausted
  • Gap between profit CAGR (32% over 5 years) and ROE (10% over 5 years) suggests growth is partly capital-intensive rather than purely efficiency-driven

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

AI News Digest

Anthropic anthropic claude-opus-4.6 7h ago
Headwinds 2
  • SMRC Spain labour fine €65K Jul 30

    Subsidiary SMRC Spain penalized €65,000 by Labour Department for contract violations. Company has filed an appeal.

  • US subsidiary IRS penalty Jul 22

    SMP Automotive Systems Alabama received a USD 43,200 IRS penalty for a filing delay. Company states no material impact on financials or operations.

Positives 7
  • Q1FY27 profit jumps 55% YoY Aug 6

    Normalized PAT surged 55% YoY to ₹1,032 crore for Q1FY27, driven by record revenue and margin expansion despite input cost pressures.

  • Consumer electronics ₹65B facility Aug 7

    New consumer electronics manufacturing facility planned for Q3 FY27 with ₹65 billion investment and 40 million units annual capacity. Possible separate listing being considered for value unlocking.

  • Dutch aerospace holding incorporated Aug 5

    Subsidiary incorporated Samvardhana Motherson Adsys Tech Holland Holding B.V. in Netherlands to consolidate international aerospace businesses.

  • Vacuform 2000 acquisition completed Aug 3

    Completed acquisition of 49% stake in Vacuform 2000 Proprietary Limited through subsidiary MSSL RSA, making it an indirect wholly owned subsidiary.

  • NCLT approves MTSL capital reduction Aug 14

    NCLT approved Motherson Technology Services Limited's share capital reduction, paving the way for MTSL to become a wholly-owned subsidiary.

  • Autocruis stake raised to 67.93% Aug 17

    SMR Langfang acquired additional 0.15% stake in Shenzhen Autocruis Technology for CNY 3 million, raising total holding to 67.93%.

  • Capex on track, CV outlook positive Aug 7

    Reaffirmed ₹6,000 crore annual capex target with ₹1,614 crore spent in Q1 FY27. Positive commercial vehicle sector outlook through FY27 with new European project wins.

Neutral 5
  • ₹2,400 Cr guarantee for subsidiary Jul 23

    Issued ₹2,400 crore corporate guarantee to HDFC Bank for subsidiary Motherson Electro Components to secure credit facilities.

  • ₹23 Cr block trade on NSE Aug 5

    Block trade of ~14.9 lakh shares at ₹154.82/share totaling ₹23.10 crore, indicating institutional investor activity.

  • AGM approves ₹0.25 dividend Jul 30

    39th AGM held on July 30, 2026. Shareholders approved financials, ₹0.25 per share dividend, and key board appointments.

  • Investor meets Aug-Sep 2026 Aug 7

    Scheduled analyst and institutional investor meetings from August 12 to September 22 across Mumbai, USA, Hong Kong, and Gurugram.

  • Robust order book, NA CV growth Aug 6

    Continued growth from North American commercial vehicle market with robust order book driven by customer program launches expected in FY27.

TL;DR: Motherson is firing on multiple cylinders with a 55% profit jump in Q1FY27, aggressive diversification into consumer electronics and aerospace, and continued inorganic growth via acquisitions. Headwinds are minimal — limited to small regulatory penalties in Spain and the US with no material financial impact. The trend is clearly improving with strong capex execution, geographic diversification, and a robust order book pointing to sustained momentum through FY27.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
22,462
23,474
25,644
27,058
28,868
27,812
27,666
29,317
30,212
30,173
31,409
34,309
35,244
Expenses
20,538
21,585
23,273
24,124
26,093
25,364
24,980
26,674
27,754
27,562
28,366
30,519
32,148
Operating Profit
1,925
1,889
2,370
2,935
2,775
2,448
2,686
2,643
2,458
2,611
3,043
3,791
3,096
OPM %
9%
8%
9%
11%
10%
9%
10%
9%
8%
9%
10%
11%
9%
Other Income
76
-10
117
161
179
443
214
248
68
231
145
36
254
Interest
253
488
620
450
444
546
466
426
425
387
341
472
459
Depreciation
839
867
1,016
1,088
1,065
1,103
1,112
1,214
1,230
1,218
1,321
1,365
1,358
PBT
909
523
851
1,557
1,445
1,242
1,322
1,252
872
1,237
1,527
1,989
1,533
Tax %
29%
44%
26%
7%
24%
24%
26%
11%
30%
32%
30%
22%
30%
Net Profit
648
294
633
1,444
1,097
949
984
1,115
606
846
1,072
1,562
1,076
EPS in Rs
0.59
0.2
0.53
1.35
0.98
0.83
0.83
1
0.48
0.78
0.97
1.42
0.98
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
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
1,31,135
Expenses
31,817
33,668
38,204
51,174
58,174
56,075
53,000
59,060
72,537
89,370
1,02,903
1,13,980
1,18,595
Operating Profit
2,844
3,548
4,171
5,128
5,348
4,654
4,370
4,476
6,164
9,322
10,760
12,124
12,541
OPM %
8%
10%
10%
9%
8%
8%
8%
7%
8%
9%
9%
10%
10%
Other Income
212
177
346
125
333
642
568
813
158
140
877
259
666
Interest
318
345
375
411
423
593
512
543
781
1,811
1,882
1,624
1,658
Depreciation
921
1,087
1,059
1,575
2,058
2,721
2,926
2,958
3,136
3,810
4,493
5,134
5,262
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
6,286
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
4,555
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
4.15
Div. Payout %
31%
26%
18%
30%
29%
40%
46%
34%
29%
20%
16%
16%
—
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
49,276
Total Liabilities
17,425
19,665
31,944
36,974
42,754
45,033
47,749
55,726
61,330
84,178
91,870
1,09,426
Fixed Assets
6,129
7,147
12,193
14,712
18,423
20,750
20,099
21,411
23,147
30,122
33,181
38,498
CWIP
956
1,397
1,935
2,585
1,067
852
877
1,310
1,478
2,498
2,646
4,094
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
59,596
Total Assets
17,425
19,665
31,944
36,974
42,754
45,033
47,749
55,726
61,330
84,178
91,870
1,09,426
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
-6,136
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
1,873
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
75
107
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
-16
ROCE %
25%
24%
21%
18%
15%
8%
6%
6%
9%
14%
14%
13%

Shareholding Pattern

As of Jun 2026
Promoters 48.60%
DIIs 20.65%
FIIs 12.87%
Others 11.35%
Public 6.53%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Oct 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Jul 2025Sep 2025Dec 2025Mar 2026Jun 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%
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%
12.87%
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%
20.65%
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%
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%
6.53%
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%
11.35%
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
11,93,980

Documents

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 Automobiles 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 ₹179784.38 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 41.06. 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 ₹91.1 and a high of ₹172. 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 0.36%. 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 9.36%. 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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