Samvardhana Motherson International Limited

Auto Parts: OEM/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

MOTHERSON

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹151 today

BEAR

₹121

-20%

28.9% a year · 25.7x exit

BASE

₹206

+36%

50% a year · 37.5x exit

BULL

₹287

+90%

68% a year · 46.7x exit

Where the market has priced it

18x41x today109x

this company's own median multiple sits 54% above its filed-industry peers; the scenario uses its own

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹3.66 (screener)
Guided growth	50% a year, said on the call of 27-May-2026 · transcript
Read across as	operating: unlabelled growth figure, read as revenue — medium confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	25.73x / 37.46x / 46.73x, this company’s own p20 / median / p80 across 10 filed years
Filed-industry peers	median 24.31x across 38 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from NSE earnings-call filings · extracted, not interpreted

capex 50%generic growth 50%

For FY27, we expect capex of approximately INR 6,000 Crores plus/minus 10%, of this 50% will be growth capex and 50% maintenance capex.

Call 27-May-2026 · bridge confidence medium · transcript PDF

Coverage

SectorAuto Parts: OEM

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

SAMVARDHANA MOTHERSON : ACQUIRES 51% STAKE IN NISSIN ADVANCED COATING FOR ₹9.23 CR. 🏭🤝

Capital action27 Apr 13:24

🤝 Samvardhana Motherson has completed the acquisition of an 81% stake in Yutaka Giken Co., Ltd. (YGCL) through its indirect wholly owned subsidiary Motherson Global Investments B.V. (MGI BV).

Capacity / capex22 Jul 05:20

Nifty Auto slips 0.19%, weighed down by Samvardhana Motherson and Tata Motors PV

07 Jul 11:16

SAMVARDHANA MOTHERSON, SONA BLW ; EU passenger car registrations surged 13.6% yoy to a three-month high of 1.15 million units in June 2026, marking the fifth straight month of growth and accelerating sharply from a 3.2% rise in May. 🟢🟢

23 Jul 04:51