About 18% of Motherson’s revenue comes from the US and 4% from Mexico.
Malani talked about the company’s global local strategy, which means they manufacture products in the same regions where they sell them. “So, it is not that we are importing, or exporting too much of our parts. Having said so, there are commodities which move in and out, and commodities in general are passed through in most of the world,” he said.
Motherson operates in 45 countries and therefore, has the flexibility to adjust production and shift manufacturing to more favourable locations. 
Pankaj Mital, COO of Samvardhana Motherson International, discussed the company’s expansion into consumer electronics, with new facilities ramping up and more planned for the future.
He pointed to the company’s acquisition-driven growth strategy, leveraging market uncertainties to find new opportunities.
Also Read: Inorganic synergies will drive Samvardhana Motherson’s growth over next 12-24 months, says CFO
Samvardhana Motherson reported a 62% rise in net profit for October-December 2024 (Q3FY25), reaching ₹879 crore. Revenue increased by 8% to ₹27,666 crore, while earnings before interest, taxes, depreciation and amortisation (EBITDA) grew by 13% to ₹2,687.4 crore. The company’s margin also expanded from 9.2% last year to 9.7% this quarter.
During the quarter, Motherson announced two key acquisitions—Atsumitec and Baldi Auto— strengthening its diversification and vertical integration strategy. Additionally, it secured empanelment across Airbus’ product portfolio, expanding beyond the automotive sector.
Samvardhana Motherson International has a market capitalisation of ₹86,227.07 crore. Over the past year, its shares have gained nearly 9%.
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(Edited by : Shweta Mungre)
