MOTHERSON

📌 MOTHERSON (Samvardhana Motherson International Ltd)

1️⃣ Industry Position One of the world’s leading auto component suppliers, operating across wiring harnesses, interior & exterior components, polymer parts, and precision metal parts. 2️⃣ Strengths Diversified clients: OEMs globally Strong global footprint (30+ countries) Acquisition-driven expansion Benefiting from EV component demand 3️⃣ Risks Integration risk from acquisitions Auto industry cyclicality FX exposure due to global operations 4️⃣ View A structural global auto-components play with long runway due to EV, premium cars, and OEM outsourcing.