MOTHERSON.NS Samvardhana Motherson International Limited
INR·Price 144.19·Mkt cap 1.52TComputed from the latest reported financials and the current market price.
Who's the real player?
A genuine play on this theme — most of its business sits right here.
Is the business healthy?
A mixed picture — real strengths, but soft spots in cash flow, returns or debt.
- Strong cash flow quality
- Positive FCF conversion
- Low accrual ratio indicating credible earnings
Are the smart people buying?
No ownership-change data for this stock. The score reflects heavy growth investment (capex) and buybacks, not visible insider buying.
- Promoter/insider stake at 58.54%
- Institutional holdings at 26.71%
- Insider net buys of 28,489,355
- Capex growth of 32.72%
- Buyback active
What is management saying?
No earnings-call transcript or filings found for this stock.
Is the price right?
Intrinsic value 91.42 vs price 144.19 — screens expensive on a cash-flow DCF (-36.6% to intrinsic). The base DCF growth of 15% is below the reverse-DCF implied growth of 20.7%, suggesting the market expects higher future growth than the model assumes.
| Intrinsic / share | 91.42 |
| Price | 144.19 |
| Upside to intrinsic | -36.6% |
| Reverse-DCF implied g | 20.7% |
Base FCF 34.66B · growth 15.0% · discount 12.0% · terminal 5.0%.
Sensitivity — intrinsic value / share
Each cell is the intrinsic value at that growth (across →) and discount rate (down ↓). Center ★ is the base case. Cells green = above price (cheap), red = below (expensive).
| Growth rate → | |||||
|---|---|---|---|---|---|
| Disc ↓ ╲ g | 11% | 13% | 15% | 17% | 19% |
| 10% | 99.21 | 117.68 | 139.12 | 163.97 | 192.72 |
| 11% | 79.45 | 94.16 | 111.2 | 130.92 | 153.69 |
| 12% | 65.41 | 77.47 | ★ 91.42 | 107.53 | 126.1 |
| 13% | 54.94 | 65.05 | 76.72 | 90.16 | 105.64 |
| 14% | 46.85 | 55.46 | 65.38 | 76.8 | 89.92 |
Through the masters' eyes
Each investor's numeric rules, checked against this stock's metrics: exact math, no guesswork. Tap one to see which rules pass, fail, and what to judge yourself.
Financial statements (INR)
↗ sourceCash-flow lines highlighted — we trust cash over reported profit.
| Line | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue | 1.25T | 1.13T | 977.79B | 778.71B | — |
| Operating income | 67.69B | 60.58B | 55.89B | 31.38B | — |
| EBITDA | 123.83B | 116.37B | 90.08B | 59.77B | — |
| Net income | 38.60B | 38.03B | 27.16B | 14.96B | — |
| Operating cash flow | 112.84B | 62.86B | 75.69B | 46.43B | — |
| Capex | -60.54B | -45.61B | -41.25B | -22.21B | — |
| Free cash flow | 52.30B | 17.25B | 34.44B | 24.22B | — |
| Total assets | 1.10T | 928.47B | 850.22B | 618.52B | — |
| Total equity | 409.80B | 348.80B | 261.55B | 224.51B | — |
| Total debt | 191.70B | 172.22B | 199.22B | 137.92B | — |
| Cash & equivalents | 75.16B | 56.37B | 67.43B | 45.38B | — |