MSUMI

What Motherson Sumi Wiring India promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 12 tracked 3 delivered 5 missed 4 open
  • Greenfield Startup Cost Normalization delivered said Q3 FY25 Promised: Q2-Q3 FY26 Q1 FY27: Management confirms greenfield projects reached break-even in Q4 FY26 and maintained it in Q1 FY27. This achieves the goal of cost normalization, although later than the original Q3 FY26 target.
  • Incremental Annual Revenue from Greenfields missed said Q3 FY25 Promised: ₹2,100 crores by FY26 Q1 FY27: Greenfield revenue maintained at a run rate of ₹450 crores for the quarter (annualized ₹1,800 crores), still below the revised target of ₹2,000 crores.
  • FY27 Capex on track said Q4 FY26 Promised: ~₹200 crores Q1 FY27: Management confirmed capex for the current year is budgeted and will be funded by internal accruals, but did not re-state the ₹200 crore amount. New expansion plans to be announced in coming quarters.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 12 tracked commitments for Motherson Sumi Wiring India — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens