Samvardhana Motherson International Ltd.
NSE: MOTHERSONSamvardhana Motherson International Ltd.: A 30-second snapshot
Samvardhana Motherson trades at ₹146.72, up 44.71% over the past year and just 5.33% below its 52-week high, holding above both the 50-day (₹144.23) and 200-day (₹124.11) moving averages with RSI at 55.09 (neutral). Trailing PE of 41.30x sits above the available Auto peer range (20.70x-37.22x) while ROE of 10.11% has not cleared 15% in any tracked year and net margin stands at 3.08%. Recent news flow (8 items, 4 positive, 4 neutral, 0 negative) centers on the completed 81% acquisition of Japan's Yutaka Giken.
P/E
41.3
Forward P/E
22.8
ROE
+10.1%
Debt / Equity
43.91
Profit Margin
+3.1%
Div. Yield
+0.3%
5Y ROE > 15%
0/5
5Y FCF > 0
4/5
Quality
63/100
News
8 headlines · 4 positive · 0 negative
Motherson Buys 81% Stake in Yutaka Giken, Honda Retains 19% - autopunditz.com
autopunditz.com
Motherson completes acquisition of 81% stake in Japan's Yutaka Giken - ET Auto
ET Auto
Samvardhana Motherson Completes Acquisition of Controlling Stake in Yutaka Giken - Autocar Professional
Autocar Professional
Motherson unit closes Yutaka Giken stake acquisition on July 21, 2026 - scanx.trade
scanx.trade
Samvardhana Motherson International Limited Revenue Breakdown – NSE:MOTHERSON - TradingView
TradingView
Recent context
- ·Completed the acquisition of an 81% stake in Japan's Yutaka Giken on July 21, 2026, with Honda retaining the remaining 19% stake, reported across multiple outlets between July 21-29, 2026.
- ·News sentiment over the 8-item sample is net positive (4 positive, 4 neutral, 0 negative), concentrated around the acquisition announcement and its completion.
- ·Stock advanced 22.23% over the trailing 3 months, extending a 44.71% gain over the trailing 12 months.
Strengths
- +Price up 44.71% over 12 months and 22.23% over 3 months, trading above both the 50-DMA (₹144.23) and 200-DMA (₹124.11) with RSI at 55.09 (neutral, not overbought).
- +Forward PE of 22.80x marks a substantial compression from trailing PE of 41.30x, alongside 5-year earnings growth of 43% and revenue growth of 16.5%.
- +FCF was positive in 4 of the available tracked years; analyst consensus rating stands at 1.82 across 22 analysts (1-5 scale, lower = more constructive).
- +Completed the acquisition of an 81% stake in Japan-based Yutaka Giken (closed July 21, 2026, Honda retaining the remaining 19%), expanding international manufacturing footprint; the 8-item news sample skews positive (4 positive, 4 neutral, 0 negative).
Weaknesses
- −Trailing PE of 41.30x is the richest among the 6 Auto peers on record (range 20.70x-37.22x), ranking 5th of 6 on this metric.
- −Net profit margin of 3.08% is thin and ROE of 10.11% has not exceeded the 15% threshold in any tracked year; consistency score is 55/100 with the debt trend classified as rising (D/E at 0.44x).
- −Quality score of 42 ranks mid-pack, 3rd of 6 Auto peers, behind Bajaj Auto (57) and Eicher Motors (56).
- −News sample is concentrated on a single acquisition storyline (4 of 5 sampled headlines cover the Yutaka Giken deal), with limited independent commentary on ongoing operating performance.
Open questions
- ?How does the Yutaka Giken acquisition fit with existing operations, and what timeline is indicated for any revenue or margin contribution?
- ?Does the gap between trailing PE (41.30x) and forward PE (22.80x) reflect visible near-term earnings catalysts, or does it rest on assumptions not yet evident in reported margins?
- ?What is driving the rising debt trend even though the absolute D/E of 0.44x remains moderate — acquisition-related financing, working-capital needs, or something else?
- ?Why has ROE not cleared the 15% threshold in any available year despite 43% five-year earnings growth — is this a margin issue, a capital-intensity issue, or a different structural factor?
Peer comparison: Auto
Ranks 3 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| MOTHERSON | Samvardhana Motherson International Ltd.You're viewing | 41.3 | +10.1% | 42 |
| Industry avg | across 5 peers | 28.9 | +6.7% | 40 |
| BAJAJ-AUTO | Bajaj Auto Ltd. | 27.4 | — | 57 |
| EICHERMOT | Eicher Motors Ltd. | 37.2 | — | 56 |
| M&M | Mahindra & Mahindra Ltd. | 20.7 | — | 42 |
| MARUTI | Maruti Suzuki India Ltd. | 30.5 | +14.4% | 31 |
| TMPV | Tata Motors Passenger Vehicles Ltd. | — | -1.1% | 16 |
Technical state
Current price
₹146.72
SMA 50
₹144.23
SMA 200
₹124.11
RSI (14)
55.1 (neutral)
From 52w high
-5.3%
1Y return
+44.7%
3M return
+22.2%
50-DMA
Above
200-DMA
Above
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- mediumTrailing PE of 41.30x is the richest among the 6 Auto peers on record (sector range 20.70x M&M to 37.22x Eicher Motors), ranking 5th of 6 on this metric, while forward PE of 22.80x implies a substantial expected compression not yet visible in reported margins.
- mediumNet profit margin of 3.08% is thin and ROE of 10.11% has not cleared the 15% threshold in any tracked year (0 of available years); consistency score is 55/100 and the debt trend is classified as rising, though absolute D/E stands at a moderate 0.44x.
- lowNews sample of 8 items is dominated by a single storyline: 4 of 5 sampled headlines cover the completed 81% acquisition of Japan's Yutaka Giken (July 21-29, 2026), with limited independent commentary on core operating performance in this window.
- lowSector peer comparison is incomplete: ROE is missing for Bajaj Auto and Eicher Motors, and priceChange1Y is null for all 5 listed peers, limiting the depth of cross-peer benchmarking on those metrics.
Cross-section contradictions
- Price momentum is strong (+44.71% over 12 months, only 5.33% below the 52-week high, trading above both the 50-DMA and 200-DMA), while the fundamental profile shows ROE that has not cleared 15% in any available year and a mid-pack quality score of 42 (ranked 3rd of 6 Auto peers).
- Analyst consensus rating of 1.82 across 22 analysts (1-5 scale, lower = more constructive) sits toward the constructive end of the scale, while trailing PE of 41.30x is the richest among the 6 Auto peers on record and net margin remains thin at 3.08%.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 11 Aug 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 31 Jul 2026 · rotates through NIFTY 500 every ~5 days