MSUMI IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | — | — | 90.0% | CAPEX | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No. Description of Main Activity Description of Business Activity % of Turnover of the …” AR p.83 · 31-MAR-26 DOC | ||||||||
| Business | REV SHARE | — | — | 90.0% | COGS | FY25 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No. Description of Main Activity Description of Business Activity % of Turnover of the …” AR p.34 · 31-MAR-25 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “PARTICULARS OF CONTRACTS AND ARRANGEMENTS WITH RELATED PARTIES The Company has in place a robust process for approval of Related Party Transactions and on deal…” AR p.137 · 31-MAR-26 · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The facilities at Navagam, Gujarat, Pune, Maharashtra and Kharkhoda, Haryana, continue to ramp up with customer-revamping volumes.” AR p.69 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Workforce availability challenges and skill gaps in emerging locations Productivity ine iciencies and potential quality concerns Focused training programs, ret…” AR p.75 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Complaints/Grievances on any of the principles (Principles 1 to 9) under the National Guidelines on Responsible Business Conduct: Stakeholder group from whom c…” AR p.85 · 31-MAR-26 · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Complaints/Grievances on any of the principles (Principles 1 to 9) under the National Guidelines on Responsible Business Conduct: Stakeholder group from whom c…” AR p.85 · 31-MAR-26 · +1 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Job creation in smaller towns – Disclose wages paid to persons employed (including employees or workers employed on a permanent or non-permanent / on contract …” AR p.121 · 31-MAR-26 · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(f) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations,1993 regarding the Companies Act and dealing with…” AR p.158 · 31-MAR-26 · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “To consider and, if thought fit, to pass, with or without modification(s), the following resolution, for approval for entering into Related Party Transactions …” AR p.276 · 31-MAR-26 · +1 DOC | ||||||||
| Uttar Pradesh | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Place: Noida, Uttar Pradesh By order of the Board of Motherson Sumi Wiring India Limited” AR p.278 · 31-MAR-26 DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Rationale for the Related Party Transactions As the members are aware that pursuant to the order of the Hon’ble National Company Law Tribunal, Mumbai Bench – I…” AR p.310 · 31-MAR-26 DOC | ||||||||
| MARUTIMaruti Suzuki India Ltd. | UNSTATED | — | — | 90.0% | — | FY25 | EST | 70% |
| “Maruti Suzuki Customer Awards.” AR p.26 · 31-MAR-25 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 60% |
| “Shareholding Pattern of the Company as on 31.03.2026 was as under: Category No. of shares held as on 31.03.2026 % of shareholding as on 31.03.2026 Promoters an…” AR p.182 · 31-MAR-26 · +1 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8-digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR p.287 · 31-MAR-26 · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| TMCVTata Motors Ltd. | UNSTATED | 75,470 | 75,470–75,470 | — | CAPEX | FY25 | EST | 70% |
| “Toyota Mahindra Kobelco Denso Bobcat Tata Motors Daimler Truck Caterpillar Ashok Leyland JCB Excellence in Quality chapter 12 awards motherson sumi wiring indi…” AR p.26 · 31-MAR-25 DOC | ||||||||
| DIXONDixon Technologies (India) Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 75% |
| “Since 2014, Ms. Geeta has served as a Director on boards of many renowned companies such as Motherson Sumi Wiring India Limited, Infoedge Limited, NIIT Limited…” AR · +1 DOC | ||||||||
| SAMIL | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “The goods purchased from SAMIL are highly specialized and manufactured as per end-customer specifications, and since they are not traded in the open market, pr…” AR p.312 · 31-MAR-26 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “6% 5 Others including tier 1/ 2 suppliers 8% Total 100% Major cost contributors Cost of material For the inancial year ended March 31, 2026, the Company’s cos…” AR p.70 · 31-MAR-26 · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Above mentioned percentage is the percentage Business Value of MSWIL that has been covered by auditing the suppliers as per the criteria for supplier regular e…” AR p.104 · 31-MAR-26 · +1 DOC | ||||||||
| ASHOKLEYAshok Leyland Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “Toyota Mahindra Kobelco Denso Bobcat Tata Motors Daimler Truck Caterpillar Ashok Leyland JCB Excellence in Quality chapter 12 awards motherson sumi wiring indi…” AR p.26 · 31-MAR-25 DOC | ||||||||
| Business | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “Toyota Mahindra Kobelco Denso Bobcat Tata Motors Daimler Truck Caterpillar Ashok Leyland JCB Excellence in Quality chapter 12 awards motherson sumi wiring indi…” AR p.26 · 31-MAR-25 DOC | ||||||||
| Business | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “The company supplies wiring harness and components in its Ordinary Course of Business (some of which may be sourced by the company from outside suppliers) to S…” AR p.144 · 31-MAR-25 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 10-NOV-26 |
| RATINGS | 0/2 | 0% | — |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +12.4% | 14-NOV-26 | from 15-OCT-26 · Bank of India +18.2% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Maruti Suzuki India Ltd. +12.3% w 1 |
| SUPP MOM 1M | +2.5% | 14-NOV-26 | from 15-OCT-26 · Dixon Technologies (India) Ltd. +1.0% w 0 · Tata Motors Ltd. +2.5% w 1 · Ashok Leyland Ltd. +14.2% w 0 |