Samvardhana Motherson International Limited CC-Jun24.pdf · 2024-08-13
I just wanted to congratulate the Company for crossing the 1 lakh crore revenue mark. It's probably one of the very few companies in India which has crossed this milestone. So, congratulations for that. Com ing back to the quarter Q1 FY 25, you all reported a super revenue growth of 29%. Just wanted to have a better clarity of what the numbers would look like for FY25 and probably FY 26 because this year is going to be a year where you are going to see a ramp up of a lot of the acquisitions and we a re almost coming into picture and a lot of these acquisitions actually have EBITDA where the margins are actually better than our Company level margins. So, according to you, what would be the revenue and the PAT estimate for FY25 because some of the brokerages that I was seeing in India, some of the brokers were looking at Rs. 5000 crore PAT number or another broker was looking at a Rs. 4000 crore PAT number. So, you think this number is a reasonable number according to you, or this number can be little more aggressive going ahead. So, what is your sense on that?
Got it. This is probably the last year of this five-year plan. So, what do you aspire for the next five years plan? Is it go ing to be in terms of profitability? Is it going to be in terms of revenue? Because in terms of ROC E, we are still at around 18%, and our target of course is 40%. Probably this year, we may probably inject 300 or 400 basis points in terms of ROC. But do you see in the next five-year plan, are you all targeting a billion dollar kind of a profit in your next five y ear plan? Is that a possibility that you are thinking when you are looking at the acquisitions, is there a thing where you can build it in your organic business as well? A billion-dollar profitability, maybe for the next five year plan. Is that a number that you will be okay to work on?