Samvardhana Motherson: Jefferies on Samvardhana Motherson Maintains Buy with Target Price of ₹190 as recurring PAT grew 55% YoY and beat estimates by 5%, with electronics, aerospace, acquisitions and North America CV recovery driving growth; commodity costs may pressure margins temporarily, while FY27-29 EPS estimates rise 2-3% and EPS CAGR is seen at 24%.

 07 Aug 2026 08:57 AM

Samvardhana Motherson: Jefferies on Samvardhana Motherson Maintains Buy with Target Price of ₹190 as recurring PAT grew 55% YoY and beat estimates by 5%, with electronics, aerospace, acquisitions and North America CV recovery driving growth; commodity costs may pressure margins temporarily, while FY27-29 EPS estimates rise 2-3% and EPS CAGR is seen at 24%.

Samvardhana Motherson: Nomura on Samvardhana Motherson Maintains Buy with Target Price of ₹171 as 1QFY27 results were broadly in line with steady earnings growth, strong non-auto ramp-up and high FCF supporting acquisition optionality, with the stock trading at 19.6x FY28F EPS.

 07 Aug 2026 08:57 AM

Samvardhana Motherson: Nomura on Samvardhana Motherson Maintains Buy with Target Price of ₹171 as 1QFY27 results were broadly in line with steady earnings growth, strong non-auto ramp-up and high FCF supporting acquisition optionality, with the stock trading at 19.6x FY28F EPS.

Samvardhana Motherson: CLSA on Samvardhana Motherson Maintains Outperform with Target Price of ₹190 as 1QFY27 EBITDA margin rose 65bps YoY to 8.8% with revenue up ~17%, supported by 30% growth in emerging businesses; non-auto ramp-up, especially consumer electronics, could drive ~14% organic CAGR, with further inorganic potential and a third consumer-electronics facility due in 3QFY27.

 07 Aug 2026 08:57 AM

Samvardhana Motherson: CLSA on Samvardhana Motherson Maintains Outperform with Target Price of ₹190 as 1QFY27 EBITDA margin rose 65bps YoY to 8.8% with revenue up ~17%, supported by 30% growth in emerging businesses; non-auto ramp-up, especially consumer electronics, could drive ~14% organic CAGR, with further inorganic potential and a third consumer-electronics facility due in 3QFY27.

Samvardhana Motherson: Sees Positive Future For Commercial Vehicle Sector Through FY27 With New European Projects Aiding Growth. The Company Sticks To Its Annual Capital Expenditure Target Of ₹6,000 Crores +/- 10%, Having Spent ₹1,614 Crores In Q1 FY27.

 07 Aug 2026 08:35 AM

Samvardhana Motherson: Sees Positive Future For Commercial Vehicle Sector Through FY27 With New European Projects Aiding Growth. The Company Sticks To Its Annual Capital Expenditure Target Of ₹6,000 Crores +/- 10%, Having Spent ₹1,614 Crores In Q1 FY27.

Samvardhana Motherson: Co's New Consumer Electronics Facility Set to Open in Q3 FY27 With ₹65 Billion Investment for 40 Million Units Annually. Company Aims for New Ventures to Be Self-Funding and Possibly Separate Listed for Value Unlocking.

 07 Aug 2026 08:36 AM

Samvardhana Motherson: Co's New Consumer Electronics Facility Set to Open in Q3 FY27 With ₹65 Billion Investment for 40 Million Units Annually. Company Aims for New Ventures to Be Self-Funding and Possibly Separate Listed for Value Unlocking.

Samvardhana Motherson: Sees Continued Growth From North American CV Market; Positive Outlook For FY27 Ahead

 06 Aug 2026 11:48 AM

Samvardhana Motherson: Sees Continued Growth From North American CV Market; Positive Outlook For FY27 Ahead

Samvardhana Motherson: Sees Robust Order Book Due To Various Customer Program Launches In FY27, Anticipating Continued Business Expansion.

 06 Aug 2026 11:50 AM

Samvardhana Motherson: Sees Robust Order Book Due To Various Customer Program Launches In FY27, Anticipating Continued Business Expansion.

SAMVARDHANA MOTHERSON INTERNATIONAL: Q1 CONS NET PROFIT 10.3B RUPEES VS 5B (YOY); EST 10.08B

 06 Aug 2026 11:41 AM

SAMVARDHANA MOTHERSON INTERNATIONAL: Q1 CONS NET PROFIT 10.3B RUPEES VS 5B (YOY); EST 10.08B

SAMVARDHANA MOTHERSON INTERNATIONAL: Q1 REVENUE 352B RUPEES VS 302B (YOY); EST 338B

 06 Aug 2026 11:41 AM

SAMVARDHANA MOTHERSON INTERNATIONAL: Q1 REVENUE 352B RUPEES VS 302B (YOY); EST 338B

SAMVARDHANA MOTHERSON INTERNATIONAL: Q1 EBITDA 29.5B RUPEES VS 24.65B (YOY) || Q1 EBITDA MARGIN 8.44% VS 8.2% (YOY); EST 9.1%

 06 Aug 2026 11:41 AM

SAMVARDHANA MOTHERSON INTERNATIONAL: Q1 EBITDA 29.5B RUPEES VS 24.65B (YOY) || Q1 EBITDA MARGIN 8.44% VS 8.2% (YOY); EST 9.1%

Samvardhana Motherson International: Starts New Dutch Subsidiary Named Smast BV. 🆕

 05 Aug 2026 03:55 PM

Samvardhana Motherson International: Starts New Dutch Subsidiary Named Smast BV. 🆕

Samvardhana Motherson International: To Hold Q1 Earnings Call On August 6 At 6 PM

 29 Jul 2026 09:39 PM

Samvardhana Motherson International: To Hold Q1 Earnings Call On August 6 At 6 PM

Samvardhana Motherson International: Buys 81% Share In Yutaka Giken Co., Ltd. And 11% Share In Shinnichi Kogyo Co., Ltd. Through Mothers Global Investments B.V.; Deal Finalized On July 21, 2026.

 22 Jul 2026 10:40 AM

Samvardhana Motherson International: Buys 81% Share In Yutaka Giken Co., Ltd. And 11% Share In Shinnichi Kogyo Co., Ltd. Through Mothers Global Investments B.V.; Deal Finalized On July 21, 2026.

Samvardhana Motherson: GS on Samvardhana Motherson Initiates Neutral with Target Price ₹148 as its diversified global business, acquisition-led growth, and optionality in electronics, aerospace and defence support steady earnings despite limited near-term upside.

 20 Jul 2026 09:17 AM

Samvardhana Motherson: GS on Samvardhana Motherson Initiates Neutral with Target Price ₹148 as its diversified global business, acquisition-led growth, and optionality in electronics, aerospace and defence support steady earnings despite limited near-term upside.

Samvardhana Motherson: Gets Japanese Court Green Light For 81% Stake Purchase In Yutaka Giken, Bringing The Deal Closer To Finalization In Q2 FY27.

 18 Jul 2026 12:42 PM

Samvardhana Motherson: Gets Japanese Court Green Light For 81% Stake Purchase In Yutaka Giken, Bringing The Deal Closer To Finalization In Q2 FY27.

Motherson: Volkswagen Plans to Lower Model Range and Decrease Production to Save Costs - WSJ.

 10 Jul 2026 12:00 PM

Motherson: Volkswagen Plans to Lower Model Range and Decrease Production to Save Costs - WSJ.

Volkswagen: Oliver Blume Aims To Restructure Company, Possibly Cutting 100,000 Jobs And Shutting Down Four Factories In Germany. (Samvardhana Motherson International)

 08 Jul 2026 01:46 PM

Volkswagen: Oliver Blume Aims To Restructure Company, Possibly Cutting 100,000 Jobs And Shutting Down Four Factories In Germany. (Samvardhana Motherson International)

Samvardhana Motherson International: Delays Acquisition Of 49% Stake In Vacuform, Now Anticipated To Finish By Q2 FY27.

 30 Jun 2026 06:52 PM

Samvardhana Motherson International: Delays Acquisition Of 49% Stake In Vacuform, Now Anticipated To Finish By Q2 FY27.

Samvardhana Motherson: Delays Closing Of HR Dhauliganga Stake Acquisition To Q4 FY27 From Earlier Planned Q1 FY27, 28.15% Captive Power Deal Awaits Completion Of Required Conditions. ⏳

 29 Jun 2026 05:39 PM

Samvardhana Motherson: Delays Closing Of HR Dhauliganga Stake Acquisition To Q4 FY27 From Earlier Planned Q1 FY27, 28.15% Captive Power Deal Awaits Completion Of Required Conditions. ⏳

Samvardhana Motherson International: Approves Purchase of 64.76% Stake in Shenzhen Autocruis Technology Co., Ltd. For CNY 153.3 Million (USD 22.6 Million/ Rs 207 cr); The Target Focuses on Automotive Vision Systems; Anticipated Finalization by Q3 FY 2027.

 17 Jun 2026 11:39 AM

Samvardhana Motherson International: Approves Purchase of 64.76% Stake in Shenzhen Autocruis Technology Co., Ltd. For CNY 153.3 Million (USD 22.6 Million/ Rs 207 cr); The Target Focuses on Automotive Vision Systems; Anticipated Finalization by Q3 FY 2027.