Q3 2025 Samvardhana Motherson International Ltd Earnings Call Transcript

Feb 14, 2025 / 12:00 PM GMT

Release Date Price: ₹84.1 (-2.81%)

Transcript

Key Points

Positve

Samvardhana Motherson International Ltd (BOM:517334) reported robust quarterly revenues of 27,666 crores, reflecting an 8% year-on-year growth.
EBITDA increased by 13% to 2,776 crores, and profit after tax (PAT) rose by 20% on a normalized level.
The company's leverage ratio improved to 0.9, the lowest level in the last 10 years, indicating a strong balance sheet.
Operationalization of the first consumer electronics plant is expected to significantly ramp up in the coming quarters, enhancing the non-automotive segment.
The company has extended its collaboration with Honda through the acquisition of Atsumi Tech, expanding its footprint in 9 countries and increasing exposure to emerging markets.

Negative

The company faces challenges due to the weak production environment and transitional phase in the auto industry as OEMs shift to clean mobility.
Interest costs remain high due to forex losses and accounting accruals, though a reduction is expected in the next quarter.
Emerging business revenue saw a slight decline in the December quarter, particularly in the Indian automotive sector.
The standalone business profitability is lower due to the depreciation of the Euro against the INR and underperformance in European markets.
The geopolitical landscape and trade dynamics, including potential tariffs, pose uncertainties for the global auto industry.

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

SAMD.NS - Samvardhana Motherson International Ltd
Q3 2025 Samvardhana Motherson International Ltd Earnings Call
Feb 14, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Q3 FI25 results conference call hosted by Sadhana Matherson International Limited.

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

Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your attached to phone.

Please note that this conference is being recorded.

And I hand the conference over to Mr. VC Sagal.

Thank you and over to you, Mr. Seal.

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