The third quarter results for Samvardhana Motherson International Limited (SAMIL) are out, and the global automotive component giant has delivered a powerhouse performance. On Tuesday, February 10, 2026, the company reported its highest ever quarterly revenue, signaling a robust recovery and successful integration of its recent global acquisitions. Investors responded with enthusiasm as the stock hit fresh 52 week highs following the announcement.

Record Breaking Revenue and Profitability Surge

For the quarter ended December 31, 2025 (Q3 FY26), Samvardhana Motherson reported a consolidated revenue from operations of ₹31,409 crores. This represents a significant 14% year on year growth compared to ₹27,666 crores in the same period last year. The surge was driven by organic growth and the contribution of newly integrated businesses like Atsumitec.

The company’s bottom line also showed remarkable strength. Normalized Profit After Tax (PAT) rose by 21% to reach ₹1,061 crores. On a reported basis, net profit attributable to owners stood at ₹1,024 crores, marking a 16.5% increase from ₹879 crores in the previous year. This performance highlights the company’s ability to maintain healthy margins despite global macroeconomic fluctuations.

Operational Efficiency and EBITDA Performance

Operational performance remained stable and strong throughout the quarter. The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) grew by 10% to 13% across various reports, reaching approximately ₹3,043 crores. The EBITDA margin was maintained at a solid 9.7%.

This stability is largely attributed to the Modules and Polymer Products (MPP) division, which contributed ₹15,775 crores to the quarterly revenue. The Wiring Harness segment and Vision Systems also played critical roles, contributing ₹9,082 crores and ₹5,247 crores respectively. Efficiency gains in Central and Western Europe further bolstered the operating results.

Strategic Expansion and New Projects

Samvardhana Motherson is not just growing its existing business but is also aggressively expanding its manufacturing footprint. During the Q3 earnings announcement, the company revealed two new greenfield projects located in Morocco and Pune, India. These facilities are designed to support the increasing demand from global and local Original Equipment Manufacturers (OEMs).

The aerospace business emerged as a high growth vertical, posting an impressive 41% year on year growth during this quarter. With a robust order book that now includes business jets and rotary wing aircraft, the company is successfully diversifying its revenue streams beyond the traditional automotive sector.

Emerging Markets vs Developed Markets

The results showcased a tale of two regions. Performance in emerging markets remained buoyant, with high volumes in both passenger and commercial vehicle segments. In North America, the commercial vehicle cycle showed early signs of a recovery with a 5% quarter on quarter growth, providing a much needed boost after a recent cyclical downturn.

While developed passenger vehicle markets faced some softness due to product mix shifts, the overall global diversification strategy of Samvardhana Motherson has acted as a hedge. The company’s net leverage remains comfortable at 1.1x, allowing it to continue its deleveraging efforts while funding future growth.

Market Reaction and Future Outlook

The stock market gave a resounding thumbs up to the Q3 performance. Shares of Samvardhana Motherson surged over 6% to hit a new 52 week high of ₹131.90 on the BSE. Analysts remain bullish on the stock, citing its “higher high, higher low” technical pattern and its position as a long term compounder in the global auto cycle.

With its Vision 2030 strategy aiming for massive revenue targets and a 40% Return on Capital Employed (ROCE), the company is positioning itself as a leader in the transition toward electric vehicles and high value added components.