Samvardhana Motherson Q4 Earnings: Double-Digit Revenue and Profit Growth Anticipated, Dividend Outlook in Focus

Samvardhana Motherson Announces Q4 Results for FY26

On Wednesday, 20 May, Samvardhana Motherson, an auto ancillary company, will release its January-March (Q4) results for the financial year 2025-26 (FY26). The company's board of directors will also consider a dividend and fundraising plans during the meeting. Ahead of the earnings announcement, Samvardhana Motherson's share price traded marginally higher at ₹132.50 on the Bombay Stock Exchange (BSE).

Expected Earnings Growth

Brokerages have predicted a strong set of earnings for the quarter under review, driven by an increase in passenger vehicle production volumes in India and China, as well as a gradual ramp-up of new programs. Kotak Institutional Equities (KIE) expects Samvardhana Motherson's Q4 profit after tax (PAT) to jump 22.5% to ₹1286.7 crore, while revenue could rise 11% on a year-over-year (YoY) basis.

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The increase in China and India PV production volumes, gradual ramp-up of new program wins, consolidation of Atsumitec (2-3% impact), and favourable translation are expected to drive the topline, according to Kotak Institutional Equities. Meanwhile, analysts at Motilal Oswal Financial Services expect Q4 revenue growth of 12% YoY, driven by the execution of a healthy order book, integration benefits from recent acquisitions, currency translation gains, and pass-through of copper inflation. They also expect PAT to rise by 30% YoY and earnings before interest, taxes, depreciation, and amortization (EBITDA) by over 25%.

Samvardhana Motherson's margins are expected to gradually improve quarter-over-quarter (QoQ) on the back of cost-cutting initiatives and seasonally strong demand, according to Motilal Oswal Financial Services.