Q1 2025 Samvardhana Motherson International Ltd Earnings Call Transcript
Key Points
- Quarterly revenues increased by 29% to approximately 28,900 crores.
- EBITDA rose by 44% to 2,785 crores.
- PAT surged by 65% to 994 crores compared to the same quarter last year.
- Strong performance from both organic businesses and acquired assets.
- Diversification towards non-automotive businesses, including aerospace and consumer electronics, is gaining traction.
- Certain macroeconomic challenges remain, such as inflated commodity prices and increased logistic costs.
- Light vehicle production remained largely flat year-on-year, with softness in demand in developed markets like Europe.
- Increased net debt by 3,000 crores due to M&A closures and higher working capital requirements.
- Organic growth excluding acquired assets has been largely flat on a year-on-year basis.
- CapEx guidance remains high at 5,000 crores, plus or minus 10%, which could strain financial resources.
Ladies and gentlemen, good day, and welcome to the Q1-FY25 results conference call of Samvardhana Motherson International Limited. (Operator Instructions)
I now hand the conference over to Mr. Laksh Vaaman Sehgal. Thank you, and over to you, sir.
Earnings call for quarter-one FY2025. The company reported quarterly revenues of approximately 28,900 crores, which is up 29%, EBITDA of 2,785 crores, which is up 44% and PAT of 994 crores, which is up 65% compared to the same quarter last year. Being that those focused company, we monitor this metric diligently. And I would like to report that the consolidated growth on the last 12 months basis is now sitting at 18%. While we have a bit to go towards 40%. We'll surely make more progress on this number in coming quarters. Both organic businesses and acquired assets have demonstrated strong performance in this quarter. On the one hand, organic businesses continue to improve absolute profitability and provide
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