Samvardhana Motherson International Limited (MOTHERSON) Fair Value & Analysis

Consumer Cyclical · IN · Market cap ₹1.5T

A solid business, but screening 48% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (₹100.79). The favourable scenario is already priced in.
• Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range ₹40.42 – ₹155.00 · fair‑value band ₹60.47 – ₹100.79 · the ₹155.00 price screens above the ₹80.63 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Samvardhana Motherson International Limited (MOTHERSON) currently trades at ₹155.00, while our model-based Fair Value estimate is ₹80.63, implying the stock looks roughly 48.0% overvalued today. We read business quality at 56/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Samvardhana Motherson International Limited generated revenue of ₹1.3T at a net margin of 3.1%. Revenue grew 14.9% year over year. It earns a return on equity of 10.1%. Net debt stands at ₹109B. Fundamentals as of Jul 18, 2026

Our scenario range runs from ₹60.47 (bear case) to ₹100.79 (bull case); at ₹155.00, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 73% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -41% fair-value upside, at -48%, MOTHERSON screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: Growth DCF (₹125.07) versus Dividend Discount (₹9.76). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Samvardhana Motherson International Limited, together with its subsidiaries, manufactures and sells components to automotive original equipment manufacturers in India, Germany, the United States, and internationally. It operates through Wiring Harness, Modules and Polymer Products, Vision Systems, Integrated Assemblies, and Emerging Businesses segments.

Full company description

Samvardhana Motherson International Limited, together with its subsidiaries, manufactures and sells components to automotive original equipment manufacturers in India, Germany, the United States, and internationally. It operates through Wiring Harness, Modules and Polymer Products, Vision Systems, Integrated Assemblies, and Emerging Businesses segments. The company offers wiring harness components, power modules, electrical cabinets and power packs, and electrical distribution systems; and exterior and interior rearview mirrors components, and camera monitoring systems. It also provides plastic parts and system modules for vehicle interiors and exteriors, under-bonnet products, upholstery, sunroofs, and fuel tanks; cockpit systems, centre consoles, door panels, headliners, and front-end and value-added module assemblies; and full module service and system integration, and logistic services. In addition, the company engages in emerging businesses, including elastomers and extruded rubber components, lighting and electronics, precision metals and modules, technology and industrial, aerospace, and health and medical solutions; provision of HVAC and compressors, body control modules, struts, shock absorbers, and machine tool accessories; and other support services, such as engineering consulting, project management, and turnkey solutions, as well as operation of an industrial park; and design and manufacture of OEM-certified automotive parts, accessories, and dealer-fit products. Further, it offers enterprise resource planning system; waste recycling; and product engineering, in-house application tooling, and testing and validation services, as well as export its products. The company was formerly known as Motherson Sumi Systems Limited and changed its name to Samvardhana Motherson International Limited in May 2022. Samvardhana Motherson International Limited was founded in 1975 and is headquartered in Noida, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Samvardhana Motherson International Limited reported revenue of ₹1.3T in FY2026 versus ₹633B in FY2022, a compound +18.8%/yr. Reported net income was ₹38.6B in FY2026, compounding +45.0%/yr from FY2022.

MOTHERSON screens 48% overvalued. Compare with Hyundai Mobis Co →

Peer Group

Auto Parts · 641 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Auto Parts median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.