|
27 Mar 2025 |
Samvardhana Motherson
|
Consensus Share Price Target
|
131.91 |
164.64 |
- |
24.81 |
buy
|
|
|
|
|
29 Sep 2022
|
Samvardhana Motherson
|
ICICI Direct
|
131.91
|
|
72.30
(82.45%)
|
Pre-Bonus/ Split |
Not Rated
|
|
|
|
|
28 Sep 2022
|
Samvardhana Motherson
|
ICICI Direct
|
131.91
|
105.00
|
72.30
(82.45%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
10 Aug 2022
|
Samvardhana Motherson
|
ICICI Securities Limited
|
131.91
|
153.00
|
128.55
(2.61%)
|
Pre-Bonus/ Split |
Buy
|
|
|
Samvardhana Motherson International’s (SAMIL) EBITDA margin at 6.1%, down 90bps QoQ, was a slight miss on our estimate of 6.3%, largely due to gross margin impact (down 40bps QoQ).
|
|
09 Aug 2022
|
Samvardhana Motherson
|
Motilal Oswal
|
131.91
|
165.00
|
121.80
(8.30%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
31 May 2022
|
Samvardhana Motherson
|
Geojit BNP Paribas
|
131.91
|
144.00
|
127.75
(3.26%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
27 May 2022
|
Samvardhana Motherson
|
Motilal Oswal
|
131.91
|
155.00
|
123.10
(7.16%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
18 Feb 2022
|
Samvardhana Motherson
|
Chola Wealth Direct
|
131.91
|
186.00
|
158.40
(-16.72%)
|
Pre-Bonus/ Split |
Buy
|
|
|
Background: Motherson Sumi Systems Limited (MSSL) is one of the world's leading, specialized automotive component manufacturing companies for OEMs. MSSL was established in 1986 as a joint venture with Sumitomo Wiring Systems. With a diverse global customer base of nearly all leading automobile manufacturers globally, the company has a presence in 36 countries across six continents. MSSL is currently the largest auto ancillary in India and among the Fab SO companies of India. As a part of re-organization strategy, MSSL has de-merged its Domestic Wiring Harness (DWH) business into a separate entity named as Motherson Sumi...
|
|
16 Feb 2022
|
Samvardhana Motherson
|
Geojit BNP Paribas
|
131.91
|
187.00
|
158.40
(-16.72%)
|
Pre-Bonus/ Split |
Hold
|
|
|
Motherson Sumi Systems Ltd (MSSL) is a JV between Samvardhana Motherson International (SMIL) and Sumitomo Wiring Systems, Japan (SWS). MSSL is a diversified auto parts maker with presence in automotive...
|
|
14 Feb 2022
|
Samvardhana Motherson
|
ICICI Securities Limited
|
131.91
|
185.00
|
168.10
(-21.53%)
|
Pre-Bonus/ Split |
Hold
|
|
|
erstwhile SAMIL into MSSL at | 255/share on SOTP basis. Consequently, our target for individual entities i.e. DWH and new SAMIL (ex-DWH) is at | 70/share and | 185/share, respectively. Given the high RoCE profile (~40%) and exposure to pure play domestic PV wiring harness segment at DWH, we assign a premium valuation...
|
|
10 Jan 2022
|
Samvardhana Motherson
|
ICICI Securities Limited
|
131.91
|
270.00
|
240.00
(-45.04%)
|
Pre-Bonus/ Split |
Hold
|
|
|
with a history of successful turnarounds in acquisitions and inorganic-led growth. Company Update: Announces timelines for executing the corporate restructuring Fixes January 17, 2022 as record date for determining shareholders for allocation of additional shares of domestic wiring harness division (DWH; Motherson Sumi Wiring India Ltd) in the entitlement ratio of 1:1 i.e. one...
|