The document contains the transcript of the Q1 FY27 Results Conference Call held on August 06, 2026. This was a post-results investor interaction event.
The conference call was scheduled after the earnings announcement for the quarter ended June 30, 2026. The stated purpose was to discuss the company's quarterly results and provide strategic updates.
Management participants included:
Mr. Laksh Vaaman Sehgal, Director
Mr. Pankaj Mital, Whole-Time Director and President - SAMIL
Mr. Gandharv Tongia, Group Chief Financial Officer
Mr. Rajat Jain, Chief Operating Officer, Vision Systems and Vehicle Systems Business Division
The company confirmed that the transcript of the earnings call is available on the Company's website at www.motherson.com, as required by SEBI LODR Regulations. The company included standard disclaimer language indicating that the transcript contains forward-looking statements and that no unpublished price sensitive information (UPSI) was shared.
Financial highlights discussed during the call included:
Q1 FY27 represented the highest-ever quarterly revenue with 17% YoY and 3% sequential growth
EBITDA grew by 26% YoY with margins improving 60 bps to 10.8%
Normalized PAT grew by 55% in Q1 FY27 with no one-off items
Wiring harness business grew 31% YoY driven by strong momentum in India and recovery in North American CV business
Consumer electronics business continues to scale with third facility on track for Q3 FY27 commissioning
Aerospace business delivered revenue growth of over 20% YoY
Capex spending of INR 1,614 crores in Q1, in line with full-year guidance of INR 6,000 crores (±10%)
Leverage ratio improved to all-time low of 0.8x
Strategic updates included:
Acquisition of Shenzhen Autocruis (interior and exterior digital vision systems)
Completion of Nexans Autoelectric acquisition (wiring harness capabilities)
Completion of Yutaka Giken acquisition (exhaust systems, brake discs)
The acquisitions are expected to contribute nearly $2 billion in annualized revenue
Consumer electronics Phase 1 capex expected to be approximately INR 7,500 crores total, with third facility adding 40 million units annual capacity
Additional Notes Section
The document was submitted as a regulatory filing pursuant to Regulation 30(6) read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
The transcript includes detailed financial data and operational metrics from the quarterly results presentation.
The document contains standard disclaimer language about forward-looking statements and notes that the audio recording of the transcript is available on the company website.
