MOTHERSON Q1 FY27 Guidance vs Delivery (MOTHERSON Management Mirror)

Did MOTHERSON's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q1 FY27 (Jun-2026 Qtr) concall.

Samvardhana Motherson International Ltd (MOTHERSON) Q1FY27 Management Mirror - Jun-2026 Qtr

FY26 Capex Reported at INR 5,911 Crore, Against Approximately INR 6,000 Crore Prior Guidance; FY27 Now Guided at INR 6,000 Crore

In the Dec'25 Qtr concall, management guided FY26 capex at approximately INR 6,000 crores plus or minus 10%. In the Mar'26 Qtr results, FY26 capex was reported actual at INR 5,911 crores, meeting the initial guided range. Concurrently in the Mar'26 Qtr, management initiated FY27 capex guidance at approximately INR 6,000 crores (plus/minus 10%). During the Jun'26 Qtr concall, management reaffirmed this FY27 capex guidance, and Q1'27 capex was reported actual at 1,614 crore INR.

3 more themes on the ELITE plan.