Samvardhana Motherson International Limited Earnings Summary — Q4 FY2026
Samvardhana Motherson Reports Record Quarterly Revenue and Robust Profit Expansion in Q4 FY26
Quarterly Business Intelligence
AI Quarterly Scorecard™
Computed deterministically from the last 10 reported quarters.
Quarterly Business Momentum
- Revenue has increased for 4 consecutive quarters.
- Revenue of ₹35,244 Cr is 16.7% higher year-on-year.
- Revenue has compounded at 12.5% annualised over the last 10 quarters.
- Revenue is at its highest level in 10 quarters.
- Net profit of ₹1,032 Cr is 101.6% above the same quarter last year.
- Profit growth is outpacing revenue growth, pointing to positive operating leverage.
- Net profit has compounded at -11.9% annualised across the period.
- Operating margin stands at 8.8% in Q1 FY2027.
- Operating margin expanded by 65 bps year-on-year.
- Over the last two years operating margin has contracted by 82 bps.
- PBT margin is 4.3%.
- Expense growth of 15.8% remained below revenue growth of 16.7%.
- Operating profit of ₹3,096 Cr is 25.9% higher year-on-year.
- Operating leverage continues to improve.
- 6 of the last 6 measured quarters delivered year-on-year revenue growth.
- Overall quarterly business momentum scores 64/100 (Healthy) on the latest 10 quarters.
- Business momentum remains positive heading into the next quarter.
Quarterly Financials
Last 10 Reported Quarters • All figures in ₹ Crore • Margins in %
| Metric | Trend | Latest Q1 FY2027 | Q4 FY2026 | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q4 FY2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | Improving | 35,244 | 34,309 | 31,409 | 30,173 | 30,212 | 29,317 | 27,666 | 27,812 | 28,868 | 27,058 |
| Expenses | Improving | 32,148 | 30,519 | 28,366 | 27,562 | 27,754 | 26,674 | 24,980 | 25,364 | 26,093 | 24,124 |
| Operating Profit | Stable | 3,096 | 3,791 | 3,043 | 2,611 | 2,458 | 2,643 | 2,686 | 2,448 | 2,775 | 2,935 |
| Operating Margin | Stable | 8.8% | 11.1% | 9.7% | 8.7% | 8.1% | 9.0% | 9.7% | 8.8% | 9.6% | 10.8% |
| Other Income | Volatile | 254 | 36 | 145 | 231 | 68 | 248 | 214 | 443 | 179 | 161 |
| Interest | Stable | 459 | 472 | 341 | 387 | 425 | 426 | 466 | 546 | 444 | 450 |
| Depreciation | Stable | 1,358 | 1,365 | 1,321 | 1,218 | 1,230 | 1,214 | 1,112 | 1,103 | 1,065 | 1,088 |
| Profit Before Tax | Stable | 1,533 | 1,989 | 1,527 | 1,237 | 872 | 1,252 | 1,322 | 1,242 | 1,445 | 1,557 |
| Tax | Volatile | 457 | 428 | 454 | 391 | 266 | 137 | 337 | 294 | 348 | 113 |
| Net Profit | Accelerating | 1,032 | 1,497 | 1,024 | 827 | 512 | 1,051 | 879 | 880 | 994 | 1,372 |
| Net Margin | Stable | 2.9% | 4.4% | 3.3% | 2.7% | 1.7% | 3.6% | 3.2% | 3.2% | 3.4% | 5.1% |
Key Takeaways
- Quarterly revenue hit an all-time high of ₹34,309 Cr, representing a steady 17% year-on-year growth.
- Net Profit surged by over 40% year-on-year, driven by improved operating leverage and efficient cost management.
- Operating Profit Margin (OPM) improved to 11%, the highest level observed in the last three fiscal years.
- Tax expense as a percentage of PBT normalized to 22% in the current quarter, aiding bottom-line growth.
- The company continues to aggressively scale through acquisitions while maintaining a stable credit profile.
- Interest expenses rose to ₹472 Cr in the current quarter, reflecting higher debt levels used for recent M&A activities.
Management Guidance
Management remains focused on Vision 2025 targets, aiming for $36 billion in total revenue and high ROCE through a 'global-local' strategy.
Sentiment Shift
Improving
The firm is demonstrating better margin profiles and record-breaking quarterly toplines despite global macroeconomic headwinds.
Outlook
Positive outlook driven by increasing EV penetration in the order book and successful integration of recently acquired non-automotive businesses in aerospace and medical sectors.
From the Annual Report (Key Quotes)
“Success in navigating the shift from Motherson Sumi to a consolidated entity with massive scaling of revenue.”
“Growing EV share in booked business provides substantial long-term visibility.”
“The financial profile is maturing into a global giant focusing on bottom-line improvement after a decade of rapid expansion.”
Official Quarterly Documents
This summary is AI-generated from Samvardhana Motherson International Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.
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