Motherson Q2 FY26 Revenue Rises to ₹30,173 Crore; Profit Up 15% YoY

New Delhi, November 13, 2025: Samvardhana Motherson International Ltd (Motherson) delivered a strong performance in Q2 FY26, recording sustained revenue growth and improved profitability despite a seasonally subdued demand environment. The company’s Board has approved the unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025.

Q2 FY26 Consolidated Financial Performance

Motherson reported consolidated revenue of ₹30,173 crore for Q2 FY26, marking an 8.5% year-on-year increase. The growth was driven by higher content per vehicle, operational resilience, and contributions from recent mergers and acquisitions. Effective cost management and operational efficiencies supported stronger profitability, with profit after tax rising 15% YoY to ₹856 crore. EBITDA reached ₹2,719 crore, reflecting improved margins and stable business performance.

Operational and Strategic Highlights

During the quarter, Motherson outpaced industry growth by successfully integrating multiple M&A transactions and expanding its product portfolio into adjacent growth markets. The Modules and Polymer Products division made significant progress, with management anticipating continued momentum in the second half of FY26. The company’s booked business stands at ₹7.32 lakh crore, scheduled for execution over the next five to six years, providing strong long-term revenue visibility. Financial discipline remained robust, with a stable net leverage ratio of 1.1x. Additionally, two new greenfield factories became operational in Q2, while ten projects remain under construction, expected to start contributing from FY27.

Recent Acquisitions

The company also announced three strategic acquisitions aimed at strengthening its global footprint and technical capabilities. The acquisition of Yutaka Giken in Japan enhances Motherson’s expertise in advanced motor rotors, stator assembly systems, brake systems, and thermal management across 13 facilities in 9 countries. In Australia, the purchase of Rubbertec boosts the company’s elastomer product capabilities through key assets and established customer contracts. Finally, the acquisition of Rider Dome in Singapore marks Motherson’s entry into Advanced Rider Assistance Systems (ARAS), further expanding its technology portfolio in the two-wheeler segment.

Management Outlook

Chairman Vivek Chaand Sehgal remarked that the results showcase Motherson’s resilience and adaptability in a shifting market environment. He attributed this success to company-wide collaboration, engineering expertise, and the successful execution of transformational activities when needed as a routine. Sehgal is confident that momentum will increase in H2 FY26, supported by a strong order book and increasing contributions from non-automotive segments such as aerospace and consumer electronics.

As of November 13, 2025, the share price of Samvardhana Motherson International Ltd was closed at ₹111.61, up 5.37% from its previous close of ₹105.92.

REF: https://nsearchives.nseindia.com/corporate/MOTHERSON_13112025150338_SAMIL-Press-Release-on-Q2-FY26-Results.pdf

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