₹160.9
-0.98% today
· 30d +4.48%
as of 2026-09-04
Price · Daily Candles
“Motherson Sumi sees FII interest return amid strong quarterly profit growth; bonus issue fuels momentum.”
Motherson Sumi reported a substantial 40.0% YoY net profit increase to ₹1562 Cr in Q4 2026, driven by a 17.03% revenue jump. The company also announced a 1:2 bonus, and FIIs increased their stake by 0.70% QoQ to 12.45%, suggesting renewed investor confidence in the auto ancillary giant despite ML predictions of weak FCF growth.
BULL CASE
+Q4 2026 net profit surged 40.0% YoY to ₹1562 Cr, indicating strong operational performance.
+Quarterly revenue grew 17.03% YoY to ₹34309 Cr, outpacing annual growth of 10.95%.
+FIIs increased their shareholding by 0.70% QoQ, holding 12.45% as of March 2026.
+The stock is trading only 2.18% off its 52-week high of ₹139.01, with a 1-year return of 39.77%.
BEAR CASE
−Despite positive quarterly results, annual net profit for FY26 saw a slight decline of 1.45% YoY.
−ML models predict weak FCF growth, with stable 7-year FCF rank at 0.245, suggesting potential challenges.
−DIIs reduced their stake by 0.48% QoQ, holding 21.13% as of March 2026.
−The company's PE (TTM) of 37.11 is at the higher end compared to its forward PE of 20.78, indicating a rich valuation based on current earnings.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹35244 Cr
+16.65% YoY
NET PROFIT
₹1076 Cr
+77.48% YoY
OPM
9.0%
+0.61pp YoY
EPS
₹0.98
PE 37.11
Intrinsic value · DCF ₹217.88 · Margin of safety +35.4% (undervalued) · FCF yield 3.09%
◇ Sector Position
Motherson Sumi's PE of 37.11 and ROCE of 13.0% position it below peers like Bosch Ltd (PE 38.11, ROCE 21.47%) and Bharat Forge (PE 98.06, ROCE 24.38%).
PEERPEROCE %
MOTHERSON37.1113.0
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒
58
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
STRONG
100
Valuation
FAIR
40
Growth
STEADY
55
Profitability
DECENT
58
Technicals
NEUTRAL
67
Risk
ELEVATED
30
Key Stats
TTM PE
37.11
P/B
3.88
52W HIGH
₹173.27
OFF HIGH
-7.14%
DIV YIELD
0.44%
MKT CAP
₹169248 Cr
◉ Active Signals
MACDNeutral-1.5184
RSI(14)Neutral47.33
Street Consensus
22 analysts₹148.41
mean target
Low ₹110.0Now ₹160.9High ₹173.0
⧉ Strategy Fit 🔒