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Aditya Ladhad

Stallion Asset
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HONASA

Honasa Consumer Limited

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MOTHERSON

Samvardhana Motherson International Limited

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Samvardhana Motherson International Limited CC-May26.pdf
20 May 2026
Open call
  1. Good evening Sir. Firstly, Congratulations on a great set of number. So we're doing a capex of INR 2,600 Crores in a consumer electronic business, that's probably larger than most of the EMS companies in India. And the kind of growth that we've done 7.5x of this of Y-o-Y is also incredible. It's like we found a new TAM to deploy our D.E.M.A.L. capabilities.

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  2. That would be great Sir. That would be great.

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  3. And secondly Sir, during the Q2 PPT, you had mentioned that our order book for the consumer electronics and aerospace business was close to USD 3 Billion. And today, you mentioned that our aerospace business is close to USD 1.6 Billion order book. So, is it fair to assume that the rest of it is consumer electronics and to be executed in 6 to 12 months?

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