Motherson Sumi Systems: Mega-Restructuring to Materialise, New SAMIL Arrives

Equity Bottom-Up

165 Views, 11 Jan 2022 17:13

EXECUTIVE SUMMARY

Motherson Sumi (MSSL) primarily serves global PV & CV industry with a history of successful turnarounds in acquisitions and inorganic-led growth.
MSSL’s stock price has grown at ~13% CAGR from ~Rs 145 levels in January 2017, widely outperforming the Nifty Auto index
We value the combined entity post-merger of erstwhile SAMIL into MSSL at Rs 270/share on SOTP basis

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