How did the company perform in the final quarter of FY26?

Revenue grew 17% to ₹34,309 crore. EBITDA rose 42% during the same period, fueled by wider margins across the majority of its business units.

What is the status of the consumer electronics business?

The division reached EBITDA profitability for the first time during the fiscal year. This marks a shift from investment to operational returns.

What is the current state of the company's debt?

The debt ratio stands at 0.8x. This is the lowest level the company has recorded.

Does the earnings transcript contain any major surprises?

No. The filing provides context on strategy and acquisition plans, but the core financial results were already disclosed.

Earnings · Auto Ancillary · Mega cap

Samvardhana Motherson hits record revenue as debt ratio drops to 0.8x

The auto component maker posted annual revenue of ₹1.26 lakh crore. Its consumer electronics division turned profitable for the first time.

— 1 earlier story on Samvardhana Motherson International Ltd. →

MOTHERSON 27 May 2026 · 5:14 PM IST Verify on BSE · NSE

Mkt cap₹1.50 lakh cr

P/E38.90×

ROE10.90%

Debt / eq.0.42

Div yld0.44%

0.8x Net debt-to-EBITDA ratio, the lowest in the company's history.

What's new

Annual revenue climbed 11% to ₹1.26 lakh crore.
Q4 EBITDA rose 42% as profit margins widened across most units.
The order book reached a record $96 billion.

Why this matters

The company is scaling its top line while cleaning up its balance sheet. Reaching profitability in consumer electronics proves the diversification strategy is finally yielding cash.

What we're watching

Progress on Vision 2030 targets.
Integration of the acquisition pipeline.
Sustainability of profit margins in the aerospace business.

The full read

Samvardhana Motherson International closed FY26 with its highest-ever annual revenue of ₹1.26 lakh crore, an 11% increase. Normalized profit after tax rose 17% to ₹4,258 crore.

The fourth quarter provided the momentum. Revenue grew 17% to ₹34,309 crore and EBITDA jumped 42% as profit margins widened across most business units. The company’s order book is now at a record $96 billion.

Beyond the headline figures, the consumer electronics business turned profitable this year. Management also confirmed that the net debt-to-EBITDA ratio has fallen to 0.8x. This is the lowest level in the company's history. While this transcript offers deeper insight into the Vision 2030 strategy and the current acquisition pipeline, it contains no material surprises for the market. The company is balancing aggressive top-line growth with a leaner balance sheet. It is working.

Questions answered

How did the company perform in the final quarter of FY26?: Revenue grew 17% to ₹34,309 crore. EBITDA rose 42% during the same period, fueled by wider margins across the majority of its business units.
What is the status of the consumer electronics business?: The division reached EBITDA profitability for the first time during the fiscal year. This marks a shift from investment to operational returns.
What is the current state of the company's debt?: The debt ratio stands at 0.8x. This is the lowest level the company has recorded.
Does the earnings transcript contain any major surprises?: No. The filing provides context on strategy and acquisition plans, but the core financial results were already disclosed.

Mentioned: Samvardhana Motherson International Ltd. · Vision 2030

Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

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27 May 2026 · 5:14 PM IST Samvardhana Motherson hits record revenue as debt ratio drops to 0.8x
7d ago Motherson hits record ₹1.25 lakh cr revenue; consumer electronics turns profitable