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Motherson (MOTHERSUMI) investor relations material
Motherson Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary13 Nov, 2025
Executive summary
Strong operating performance across all business divisions, with revenue growth outpacing the industry, supported by content expansion, M&A activity, and transformative measures, especially in Europe.
Early milestones achieved in industry-agnostic capabilities, with momentum in aerospace and consumer electronics, and empanelment as Tier-1 with Airbus.
Order book stands at USD 87.2 billion as of September 2025, with robust customer trust and non-auto booked business increasing to USD 3.0 billion.
Net profit for Q2 FY26 stood at ₹1,237.01 crore, with H1 FY26 net profit at ₹2,108.85 crore, both showing strong year-over-year growth.
Bonus shares were issued in July 2025, increasing paid-up capital to ₹1,055 crore.
Financial highlights
Q2 FY26 revenue at ₹30,172.97 crore, EBITDA at ₹2,719.21 crore, and normalized PAT at ₹856 crore, with revenue up 8.5% year-on-year.
H1 FY26 revenue reached ₹60,384.97 crore, EBITDA at ₹5,185.06 crore, and normalized PAT at ₹2,011 crore.
Booked business in consumer electronics and aerospace reached $3 billion, up from $2.7 billion in March 2025.
Capex for Q2 FY26 was ₹1,445 crore (53% of EBITDA), with total H1 FY26 capex at ₹2,653 crore.
Net profit attributable to owners for Q2 FY26 was ₹827 crore, and for H1 FY26 was ₹1,338.84 crore.
Outlook and guidance
Anticipates further acceleration in performance in H2 FY26, especially in modules and polymer divisions, with growth capex set to accelerate and full-year guidance at over ₹6,000 crore plus 10%.
Vision 2030 targets gross revenues of USD 108 billion by FY30 and group ROCE of 40%, with no single country, customer, or component contributing more than 10% of revenues.
Global light vehicle production forecast revised upward to over 90 million units for the year.
Management continues to focus on cost optimization, especially in European operations, with restructuring expenses recognized as exceptional items.
Gradual improvement in global trade dynamics is expected, though uncertainties remain.
Modules & Polymer: H2 margin acceleration drivers?
Consumer Electronics revenue ramp-up outlook?
How does EV order book shift impact portfolio?
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Frequently asked questions
Samvardhana Motherson International Limited (formerly Motherson Sumi Systems Limited), an investment holding company, manufactures and supplies wire harnesses, mirrors, plastic components, modules, and other products to the automobile industry in India and internationally. The company operates through MSSL Standalone, SMR, SMP, PKC, and Others segments. The company offers various types of wiring harnesses for vehicles comprising front end and engine room wiring harnesses; door harnesses; body control modules/general electronic modules; power distribution boxes; junction boxes; smart junction boxes/gateways; fusible connectors; heat shrinkable sleeves/terminals; jack assemblies; wiper motor cables; wire relays and socket assemblies for passenger cars, utility vehicles, trucks/buses, and two-wheelers. It also provides chassis control devices comprising anti-lock braking system and electronic brakeforce distribution systems.
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