Motherson hits record ₹1.25 lakh cr revenue; consumer electronics turns profitable
Annual revenue crosses ₹1.25 lakh crore for the first time, up 11% YoY, while normalized PAT grows 17%. Consumer electronics achieves EBITDA profitability, a key milestone.
What's new
- Record annual revenue of ₹1.25 lakh cr, up 11% YoY
- Normalized PAT grows 17%
- Consumer electronics business turns EBITDA profitable
Why this matters
Consumer electronics profitability is a significant de-risking milestone for an auto-centric supplier. The USD 86 billion order book gives Motherson multi-year revenue visibility, supporting its Vision 2030 diversification into aerospace and electronics.
What we're watching
- Order book conversion rate over the next 12-18 months
- Aerospace expansion progress and revenue contribution
- Any update on Vision 2030 margin targets
The full read
Samvardhana Motherson delivered a record year, with revenue crossing ₹1.25 lakh crore for the first time—up 11%—and normalized PAT rising 17%. The standout was the consumer electronics business, which achieved EBITDA profitability, marking a strategic shift beyond auto components. The company's order book stands at USD 86 billion, providing long-term revenue visibility as it pursues Vision 2030 targets. The call, though post-event with limited surprise, reinforced that Motherson's diversification into aerospace and electronics is gaining traction.