Q2 2025 Samvardhana Motherson International Ltd Earnings Call Transcript

Nov 12, 2024 / 11:30 AM GMT

Release Date Price: ₹110.8 (-4.89%)

Transcript

Key Points

Positve

Samvardhana Motherson International Ltd (BOM:517334) reported a significant increase in quarterly revenues, up 18% to approximately 27,800 crores.
The company achieved a remarkable 336% year-on-year growth in profit after tax (PAT), reaching 880 crores.
The automotive business has a strong order book with $88 billion in lifetime sales, providing future revenue visibility.
The company has successfully diversified into non-automotive sectors, including consumer electronics and aerospace, with a revenue run rate of 3,000 crores per annum.
Net debt has been reduced significantly from 13,500 crores in June 2024 to approximately 10,500 crores, improving the net leverage ratio to 1x.

Negative

The quarter was seasonally weak due to summer shutdowns in Europe, impacting profitability.
There was a decline in automotive production by 5% year-on-year, affecting overall business performance.
The company faces challenges from volatile production schedules and geopolitical risks, leading to increased inventory and working capital requirements.
Margins in the modules and polymers segment declined by 130 basis points, indicating pressure in specific business areas.
The consumer electronics business is still in its early stages, with significant revenue impact expected only after the main plant becomes operational in 1.5 years.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SAMD.NS - Samvardhana Motherson International Ltd
Q2 2025 Samvardhana Motherson International Ltd Earnings Call
Nov 12, 2024 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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And welcome to the Q2 FY25 conference call of International Limited.

As a reminder, all parts of the lines will be in the listen-only mode and there will be an option for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator addressing star then zero on your touchtone phone.

I now hand the conference over to Mr vs. Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank you. Good evening, ladies and

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