The brokerage attributes Samvardhana's recent stock outperformance to a resilient H1FY26, marked by stable booked business and limited impact from US tariffs, with pass-through discussions underway
Samvardhana Motherson delivered stronger-than-expected operating performance in Q2, prompting brokerages to raise estimates as higher content per vehicle
Samvardhana Motherson management said the transformative measures the company has implemented are expected to maintain momentum and accelerate further in H2FY26.
Chandan Taparia of Motilal Oswal recommends buying KEI Industries, Sammaan Capital and Samvardhana Motherson, decodes Nifty strategy
Samvardhana Motherson shares rose 3.3 per cent on Wednesday and logged an intra-day high at ₹102.19 per share; check acquisition details
The much-awaited upward momentum for the Nifty index is likely to be confirmed only with a move above 25,000, HDFC Securities' Vinay Rajani said
Samvardhana Motherson International (SAMIL) has impressed Dalal Street with its ambitious 'Vision 2030' strategy, aimed at transforming the auto ancillary giant into a diversified global powerhouse
For vendors like BHFC, RMKF, BIL and SAMIL, analysts believe subdued global CV, CE and tractor demand poses headwinds, though order wins and diversified portfolios may cushion the impact.
Samvardhana Motherson shares rose 3.1 per cent on Friday, logging an intra-day high at ₹95 per share; check all details
Auto components major Samvardhana Motherson International Ltd on Friday announced the acquisition of 81 per cent stake in Japan's Yutaka Giken Co, Ltd in which Honda is a majority shareholder, for USD 184 million (over Rs 1,610 crore). Directors of the company at their meeting held on August 29, 2025, considered and approved to acquire 81 per cent stake with voting rights in Yutaka Giken Co, Ltd (YGCL) and 11 per cent stake in Shinnichi Kogyo Co, Ltd (Shinnichi) through its indirect wholly-owned subsidiary Motherson Global Investments BV (MGI BV), Samvardhana Motherson International Ltd (SAMIL) said in a regulatory filing. YGCL is a company listed on the Tokyo Stock Exchange, and Honda Motor Co, Ltd (Honda) currently owns a 69.66 per cent stake in it, with the rest owned by the public, the filing added. Post completion of all steps, Honda shall continue to own the remaining 19 per cent voting rights shares in YGCL, SAMIL said. "The total expected cash outflow for the 81 per cent ...
Going ahead, brokerages expect pressure on margins due to demand pressures and increased costs
SAMIL's consolidated net profit fell 48.5 per cent year-on-year (Y-o-Y) to ₹512 crore against ₹994 crore in the year-ago period, dragged by softer margins and higher costs.
Samvardhana Motherson International Ltd on Wednesday reported a 46 per cent decline in its consolidated net profit to Rs 606 crore for the first quarter ended June 30, 2025, hit by a volatile business environment. The auto components major had posted a net profit of Rs 1,115 crore in the April-June quarter of the last fiscal. Industry headwinds and volatility had a transitory impact on profitability, the company said in a statement. Revenue from operations rose to Rs 30,212 crore for the June quarter as against Rs 29,317 crore in the year-ago period, it added. "The company has once again demonstrated its resilience and disciplined execution despite persistent industry headwinds and a dynamic global environment," Motherson Chairman Vivek Chaand Sehgal said. The company's performance reflects the strength of a diversified business model and the operational efficiencies across businesses, he added. Sehgal asserted that the company is well-positioned to navigate evolving tariffs, wit
Blue Jet Healthcare stock: Strong in quality and earnings surprise, this stock indicates analyst optimism about its future performance.
The company has lined up investment of about ₹6,000 crore in FY26 for capital expenditure through 14 greenfield facilities
Samvardhana Motherson International surged over 4 per cent on Friday after the company reported Q4 results and a bonus issue
Revenue from operations for the January-March period increased to ₹29,317 crore, up from ₹27,666 crore in the corresponding quarter a year earlier
Nifty is attempting to hold the 24,100 level; a breach could lead to further downside towards 23,800
The company had about 1.03 million shares change hands in a block trade on Friday
The Nifty Auto index, which tracks the performance of auto stocks, dropped 1.46 per cent, to hit an intraday low of 21,095 points.