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Samvardhana Motherson International Limited
(MOTHERSON)
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Rating:63Neutral
Price Target:
₹181.00
▲(9.30% Upside)
Action:Reiterated
Date:08/21/26
The score is primarily supported by improving fundamentals (revenue scaling, better operating performance, and a healthier leverage trend) and a strong technical uptrend. Offsetting this is an expensive valuation (high P/E and very low dividend yield) and signs of stretched momentum (RSI/Stochastics), while thin net margins and historically uneven cash-flow conversion remain ongoing risks.
Positive Factors
Revenue Scaling
Meaningful multi-year revenue expansion indicates increasing scale and sustained OEM program activity. Continued growth can strengthen manufacturing utilization, broaden customer-platform exposure, and support operating leverage across the global components network.
Negative Factors
Thin Net Margins
Low net profitability leaves limited room to absorb material-cost inflation, pricing pressure, financing costs, or execution issues. Even with improving operating performance, modest earnings conversion can constrain resilience and shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Scaling
Meaningful multi-year revenue expansion indicates increasing scale and sustained OEM program activity. Continued growth can strengthen manufacturing utilization, broaden customer-platform exposure, and support operating leverage across the global components network.
Read all positive factors
Samvardhana Motherson International Limited (MOTHERSON) vs. iShares MSCI India ETF (INDA)
Market Cap
₹1.66T
Dividend Yield0.38%
Average Volume (3M)493.24K
Price to Earnings (P/E)37.8
Beta (1Y)1.61
Revenue Growth14.02%
EPS Growth32.06%
CountryIN
Employees93,971
SectorGeneral
Sector StrengthN/A
IndustryAuto - Parts
Share Statistics
EPS (TTM)4.15
Shares Outstanding10,554,077,000
10 Day Avg. Volume486,645
30 Day Avg. Volume493,244
Financial Highlights & Ratios
PEG Ratio-105.37
Price to Book (P/B)2.70
Price to Sales (P/S)0.88
P/FCF Ratio21.19
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
₹170.00Price Target Upside2.66% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)5.22
Revenue Forecast (FY)₹1.52T
Samvardhana Motherson International Limited Business Overview & Revenue Model
Company Description
Samvardhana Motherson International Limited, headquartered in Noida, India, and founded in 1986, is a diversified global enterprise primarily engaged in manufacturing and supplying a wide array of components to original equipment manufacturers (OE...
How the Company Makes Money
MOTHERSON makes money primarily by manufacturing and supplying automotive components and modules to vehicle OEMs and tier-1/tier-2 customers under long-term, program-based supply arrangements tied to specific vehicle platforms. Revenue is largely ...
Samvardhana Motherson International Limited Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
68
Positive
Cash Flow
66
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.30T | 1.26T | 1.13T | 981.55B | 782.17B | 633.41B |
| Gross Profit | 491.70B | 216.45B | 496.78B | 419.47B | 315.10B | 254.36B |
| EBITDA | 132.07B | 123.83B | 103.98B | 92.99B | 58.69B | 42.97B |
| Net Income | 43.80B | 38.60B | 38.03B | 27.16B | 14.96B | 8.74B |
Balance Sheet | ||||||
| Total Assets | 0.00 | 1.10T | 928.47B | 850.22B | 618.52B | 562.70B |
| Cash, Cash Equivalents and Short-Term Investments | 79.53B | 83.28B | 115.00B | 76.81B | 46.95B | 51.93B |
| Total Debt | 0.00 | 191.70B | 172.22B | 199.22B | 137.92B | 141.30B |
| Total Liabilities | -436.59B | 668.36B | 557.19B | 568.06B | 374.75B | 339.06B |
| Stockholders Equity | 436.59B | 409.80B | 348.80B | 261.55B | 224.51B | 205.88B |
Cash Flow | ||||||
| Free Cash Flow | 7.24B | 52.30B | 17.25B | 34.44B | 24.22B | -454.00M |
| Operating Cash Flow | 34.19B | 112.84B | 62.86B | 75.69B | 46.43B | 24.63B |
| Investing Cash Flow | -23.90B | -61.24B | -48.62B | -66.62B | -22.45B | -23.12B |
| Financing Cash Flow | -1.90B | -32.75B | -25.51B | 12.81B | -27.34B | -12.17B |
Samvardhana Motherson International Limited Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
83 Outperform | ₹503.02B | 71.88 | ― | 0.42% | 39.56% | 17.82% | |
69 Neutral | ₹1.35T | 56.76 | ― | 0.59% | 13.63% | -11.32% | |
68 Neutral | ₹607.42B | 48.16 | ― | 0.90% | 19.66% | 23.81% | |
63 Neutral | ₹1.66T | 37.84 | ― | 0.38% | 14.02% | 32.06% | |
60 Neutral | ₹222.09B | 35.16 | ― | 1.73% | 28.68% | -7.21% | |
60 Neutral | ₹643.88B | 53.31 | ― | 0.24% | 18.80% | 15.62% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
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Samvardhana Motherson International Limited Corporate Events
Motherson says U.S. IRS penalty on subsidiary is erroneous, seeks full abatement
Aug 19, 2026
Samvardhana Motherson International Limited disclosed that its indirect wholly owned U.S. subsidiary, Motherson Lumen North America Inc., has received a penalty order from the Internal Revenue Service amounting to USD 225,000, linked to alleged no...
Motherson Completes Majority Acquisition of Japan’s Yutaka Giken
Jul 22, 2026
Samvardhana Motherson International Limited has finalized the acquisition, via its indirect wholly owned subsidiary Motherson Global Investments B.V., of an 81% stake with voting rights in Japan-based Yutaka Giken Co., Ltd. and an 11% stake in its...
Samvardhana Motherson backs EUR 60 million loan to subsidiary with capped guarantee
Jul 9, 2026
Samvardhana Motherson International Limited has agreed to issue a corporate guarantee backing a term loan facility of up to EUR 60 million obtained by its indirect wholly owned subsidiary, Motherson Global Investments B.V., from Sumitomo Mitsui Ba...
Samvardhana Motherson Publishes Notice for 39th AGM and E-Voting Details
Jul 9, 2026
Samvardhana Motherson International Limited has notified stock exchanges that it has published newspaper notices regarding its 39th Annual General Meeting across multiple regional editions. The publications also include information on the company&...
Samvardhana Motherson files SEBI-compliant demat certificate for June quarter
Jul 9, 2026
Samvardhana Motherson International Limited has submitted to Indian stock exchanges a compliance certificate for the quarter ended June 30, 2026, as required under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018. The...
Motherson Issues INR 16 Billion Corporate Guarantee for Electronics Subsidiary
Jun 10, 2026
Samvardhana Motherson International Limited has issued a corporate guarantee in favour of The Hongkong and Shanghai Banking Corporation Limited to secure a credit facility taken by its subsidiary, Motherson Electronic Components Private Limited. T...
Motherson plans Mumbai analyst and investor meets on June 12
Jun 9, 2026
Samvardhana Motherson International Limited has informed stock exchanges that its management will participate in analyst and institutional investor meetings in Mumbai on June 12, 2026, including one-on-one sessions organized by Motilal Oswal and 3...
Motherson Schedules Mumbai Analyst and Institutional Investor Meetings for June 12, 2026
Jun 9, 2026
Samvardhana Motherson International Limited has informed stock exchanges that its management will participate in analyst and institutional investor meetings in Mumbai on June 12, 2026. The schedule includes one-on-one investor interactions organiz...
Motherson commissions first captive solar plant in Uttar Pradesh to power factories
Jun 8, 2026
Samvardhana Motherson International Limited, through its energy arm Motherson New Energy Limited, has commissioned its first ground-mounted captive solar project in Mahoba, Uttar Pradesh, via subsidiary Onega Solar Private Limited. The 15 MWp plan...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.