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Swing Capital

Samvardhana Motherson International Ltd

NSE: MOTHERSON BSE: 517334

Motherson Sumi Systems is engaged primarily in the manufacturer and sale of components to automotive original equipment manufacturers.[1]

₹128
52W: ₹89.7 — ₹136
PE 69.1 · Book ₹36.2 · +254% vs book
Market Cap₹1,35,625 Cr
Stock P/E69.1Price to Earnings
ROCE5.16%Return on Capital
ROE4.33%Return on Equity
Div. Yield0.45%Face Value ₹1

Strengths

  • +Company has been maintaining a healthy dividend payout of 50.5%

Weaknesses

  • −Stock is trading at 3.51 times its book value
  • −Tax rate seems low
  • −Company has a low return on equity of 3.29% over last 3 years.
  • −Earnings include an other income of Rs.1,433 Cr.
  • −Promoter holding has decreased over last 3 years: -16.2%

Shareholding Pattern

Promoters48.6%
FIIs12.45%
DIIs21.08%
Public17.6%
CategoryJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters60.35%58.12%▼2.258.12%58.13%▲0.048.6%▼9.548.58%▼0.048.6%▲0.048.6%
FIIs12.88%13.47%▲0.614.31%▲0.812.42%▼1.912.63%▲0.211.99%▼0.611.75%▼0.212.45%▲0.7
DIIs18.04%19.82%▲1.819.2%▼0.620.96%▲1.820.69%▼0.320.98%▲0.321.57%▲0.621.08%▼0.5
Public8.68%8.55%▼0.18.31%▼0.28.44%▲0.118.05%▲9.618.4%▲0.317.89%▼0.517.6%▼0.3

Financial Statements

MetricSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales2,3122,2032,3662,4832,5742,4092,7212,7422,9543,134
Expenses2,0211,9452,1112,1252,2702,2092,3762,4062,5632,775
Operating Profit292258255358304199346337391359
OPM %13%12%11%14%12%8%13%12%13%11%
Net Profit249120394168642122645355732227
EPS ₹0.250.120.390.170.610.120.610.340.690.21

AI Insights

Revenue Trend

TTM revenue at ₹11,552Cr, up 13.4% YoY. OPM at 12%.

Debt Position

Borrowings at ₹6,919Cr. Debt-to-equity ratio: 0.19x. Healthy balance sheet.

Capex Cycle

CWIP at ₹79Cr (3% of fixed assets). Moderate ongoing capital expenditure.

Institutional Flow

DIIs: 21.08% (+5.96pp change). FIIs: 12.45% (+1.62pp change). Promoters hold 48.6%.

Margin & Efficiency

ROCE declining from 31% (Mar 2014) to 5% (Mar 2025). Working capital days: -12.

Valuation

PE 69.1x with 5.16% ROCE. Price is 254% above book value of ₹36.2. Dividend yield: 0.45%.

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