Motherson Sumi Systems Limited is presented as a potential compounder with significant upside, trading at 20x EPS with a potential to reach 37x P/E based on historical averages and future growth catalysts.
Source Post
Motherson Isn’t Just an Auto Stock
Sep 27, 2026
The creator discusses a trend in Indian auto ancillary companies transitioning into new sectors like aerospace, semiconductor equipment, and consumer electronics. They highlight two main types of transitions: moving towards engine-agnostic or EV-focused components, and leveraging core auto engineering capabilities for precision engineering in non-auto sectors. Examples like Sunera Engineering, SPR Autotech, RSL Geartech, and OBSE are mentioned to illustrate these diversification strategies.
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BFS is trading at 35 times EV/EBITA.
Sunera Engineering is mentioned as a company transitioning from a core auto business exposed to diesel and petrol vehicles towards the aerospace, defense, semiconductor, and EV sectors.
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Tracked calls opened from this post
STEMbuy opened Sep 27, 2026
-36.61%