ftInvstr
MSUMI · Consumer Cyclical ₹39.1 -0.86% Mkt Cap ₹25877 Cr fair

MSUMI

Consumer Cyclical Auto Parts
₹39.1
-0.86% today · 30d +16.33%
as of 2026-11-09
Price · Daily Candles
“Sumitomo Wiring Harness posts a modest Q4 profit uptick amid FII exodus.”
Sumitomo Wiring Harness (MSUMI) recorded a 32.88% YoY revenue surge in Q4 2026 to ₹3335 Cr, yet net profit growth was a mere 1.44%. The stock trades at a TTM P/E of 45.52, while its intrinsic value is ₹25.04, suggesting a -37.0% margin of safety.
BULL CASE
+Q4 2026 revenue jumped 32.88% YoY to ₹3335 Cr.
+Annual revenue for 2026 grew 23.15% YoY to ₹11478 Cr.
+Promoter shareholding remains stable at 61.73% as of Q1 2027.
+ML sales growth predictions are strong, with 1-year rolling 4-year and stable 7-year ranks at 0.724 and 0.757 respectively.
+The company's 3-year revenue CAGR stands at 17.47%.
BEAR CASE
−Despite strong revenue, Q4 2026 net profit grew only 1.44% YoY to ₹167 Cr.
−FIIs decreased their stake by 0.83% QoQ to 8.91% in Q1 2027.
−The stock is trading at a TTM P/E of 45.52, while its intrinsic value of ₹25.04 indicates a -37.0% margin of safety.
−Operating profit margin declined by 2.61% YoY in Q4 2026.
−Share price has seen negative returns across all timeframes, including -1.88% over 1 year and -4.27% over 1 week.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-09-30
REVENUE
₹4054 Cr
+46.78% YoY
NET PROFIT
₹223 Cr
+35.1% YoY
OPM
9.24%
-0.91pp YoY
EPS
₹0.34
PE 45.52
Intrinsic value · DCF ₹42.32 · Margin of safety +8.2% (fair) · FCF yield 2.16%
◇ Sector Position
Sumitomo Wiring Harness, with a TTM P/E of 45.52, trades at a lower valuation than peers like Bharat Forge (P/E 95.33) but has a lower ROCE of 10.97% compared to the sector average, which includes leaders like Schaeffler India with 31.31%.
PEERPEROCE %
MSUMI45.52—
BOSCHLTD43.7321.47
BHARATFORG95.3324.38
UNOMINDA54.9327.27
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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49
SCORE / 100
Overall
6-axis composite of the sections below.
Performance UNDERPERFORMER 20
Valuation FAIR 40
Growth STRONG 70
Profitability DECENT 55
Technicals NEUTRAL 58
Risk MODERATE 50
Key Stats
TTM PE
45.52
P/B
12.57
52W HIGH
₹53.59
OFF HIGH
-27.04%
DIV YIELD
1.46%
MKT CAP
₹25877 Cr
◉ Active Signals
MACDBullish0.4638
RSI(14)Bullish65.2
Street Consensus
13 analysts
₹48.62
mean target
Low ₹39.0Now ₹39.1High ₹60.0
⧉ Strategy Fit 🔒

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