Samvardhana Motherson Q3 Profit Rises 16.5%; Stock Hits Record High

The stocks of Samvardhana Motherson shot up ~5% following the announcement of a rosy set of Q3 December numbers, indicating robust demand across its diversified automotive and non-automotive portfolio. It hit a new all-time high as stock investors reacted positively to the company's profit growth, even if the market showed uncertainties.

Management stressed the need for sustained investments and expansion in all areas of the business to improve the group's global manufacturing and logistics position.

What Drove Samvardhana Motherson’s Q3 Earnings Growth?

Here are the key numbers:

• Consolidated net profit increased by 16.5% year on year to ₹1,024 crore, indicating greater performance in core divisions.

• The company's quarterly revenue reached a record high of ₹31,409.39 crore, up 14.5% year on year.

• Earnings before interest, taxes, depreciation, and amortisation (EBITDA) grew 10% year-on-year to ₹3,042 crore, indicating operating leverage even as market conditions remained uncertain.

In addition to the headline statistics, the performance of the company highlights its capacity to expand revenues geographically and in customer segmentation.

The management credited the quarter's performance to the level of customer trust and the diversification of the company's capabilities in the areas of design, engineering, manufacturing, assembly and logistics, which sustained the revenue resilience amid the uneven demand pattern in the parts of the global auto supply chain.

How Did The Stock React To The Q3 Results?

• Samvardhana Motherson shares jumped over 5% in intraday trade following the earnings announcement.

• The stock touched a new record high of ₹130.97 per share during the 10 February 2026 session and reached ₹135.83 on 11 February 2026, reflecting positive investor sentiment on the earnings trajectory.

• The rally came alongside the general increases in some auto ancillary stocks, with investors moving to those names, which were providing earnings upgrades.

The movement of the stock to a new high shows that the market is considering the earnings visibility and execution consistency. The sudden response implies that investors are rewarding firms reporting revenue growth and margin stability in a difficult operating environment for global auto suppliers.

What Do Management Signals Suggest About The Growth Outlook?

Continued traction in automotive and non-automotive businesses was emphasised by the management, with the help of constant strategic investments and capacity expansions.

The company restated its stance as a global design, engineering, manufacturing, assembly, and logistics specialist based on the scope of its operating model as a significant distinguishing feature.

The quarter was also characterised by good performance due to high execution efficiency, but the management commentary also reflected an emphasis on operational discipline as it tries to grow across geographies and product lines.

Key Investor Takeaway

The Q3 performance of Samvardhana Motherson supports the belief in the diversified business model of the company and its potential to provide earnings growth despite the uncertainties in the market.

The stock price's move to all-time highs is an indication that the continued implementation and stability of the margin are being traded in, but will the company be in a position to continue that trend of profit growth with time, as the global auto demand cycle changes and the competition in the auto parts space intensifies?

Sources:

MoneyControl

Business Standard