Motherson Sumi Wiring India Ltd (NSE:MSUMI)
₹ 40.35 -0.090 (-0.22%) Market Cap: 267.59 Bil Enterprise Value: 269.13 Bil PE Ratio: 42.47 PB Ratio: 12.38 GF Score: 66/100

Q2 2026 Motherson Sumi Wiring India Ltd Earnings Call Transcript

Nov 5, 2025 / 12:00 PM GMT
Release Date Price: ₹46.99

Key Points

Positve
  • Motherson Sumi Wiring India Ltd (BOM:543498) reported its best-ever quarterly performance with revenues of 2,762 crores.
  • The company achieved a 12% year-on-year growth in revenue, significantly surpassing industry benchmarks.
  • New greenfield projects contributed approximately 190 crores to the quarterly revenue.
  • The company is experiencing strong demand conditions and has launched new products in collaboration with OEMs.
  • The ramp-up of greenfield sites is progressing well, with utilization expected to reach optimal levels of 70-80% in the near future.
Negative
  • Greenfield sites are currently operating at a loss due to low utilization rates, impacting overall profitability.
  • Copper prices have increased by 5% quarter-on-quarter, contributing to higher raw material costs.
  • The company faces challenges in achieving optimal utilization levels at greenfield sites, which affects profitability.
  • There is uncertainty regarding the impact of the increasing share of EVs on long-term margins.
  • Staff costs are expected to rise as more manpower is required for ramping up production at greenfield sites.


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

MSWI.NS - Motherson Sumi Wiring India Ltd
Q2 2026 Motherson Sumi Wiring India Ltd Earnings Call
Nov 05, 2025 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good tea and welcome to Matherson Sumiwiring India Limited Q2 FY26 earnings conference call. 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 the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to the Chairman Mr. VC Seer.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
------------------------------------
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot