NSEInvestor Presentation23h ago · 30 Oct 2026, 04:55 pm

Investor Presentation

Motherson Sumi Wiring India Limited · MSUMI

✦ AI Summary▲ PositiveResults

Motherson Sumi Wiring India Limited has announced its un-audited financial results for the second quarter and half year ended September 30, 2026, with revenue growth of 47% YoY and 19% QoQ, and EBITDA growth of 34% YoY and 45% QoQ.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Motherson Sumi Wiring India Limited has informed the Exchange about Investor Presentation

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MSWIL_30102026165534_Presentation.pdf

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October 30, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor Phiroze Jeejebhoy Towers, Plot No. C/1, G-Block Dalal Street Bandra-Kurla Complex MUMBAI – 400001, Bandra (E) Maharashtra, India MUMBAI – 400051, India Scrip Code : MSUMI Scrip Code : 543498 Subject: Un-audited Financial Results for the second quarter and half year ended September 30, 2026 -Investor Presentation and Press Release Dear Sir/ Madam, Further to our letter dated October 30, 2026 intimating about approval of the un-audited Financial Results of the Company for the second quarter and half year ended September 30, 2026 in the Board Meeting held on Friday, October 30, 2026, please find enclosed the following: 1. Presentation on the performance of the Company for the second quarter and half year ended September 30, 2026; and 2. Copy of the Press Release on the performance issued by the Company. The above is for your information and records. Thanking You, Yours truly For Motherson Sumi Wiring India Limited Digitally signed POOJA by POOJA MEHRA MEHRADate: 2026.10.30 16:38:17 +05'30' Pooja Mehra Company Secretary Encl(s): As above Regd. Office: Motherson Sumi Wiring India Limited Unit – 705, C Wing, ONE BKC, G Block Bandra Kurla Complex, Bandra East Mumbai – 400051, Maharashtra (India) Tel: 022-61354800, Fax: 022-61354801 CIN No.: L29306MH2020PLC341326 E-mail: investorrelations@mswil.motherson.com website: www.mswil.motherson.com Motherson Sumi Wiring India Limited. Q2 FY2026-27 Results Presentation. Key highlights. Figures in INR Crores Performance snapshot Industry Highlight: Performance highlights (on reported basis) • Passenger vehicle industry volumes • Robust growth of ~47% YoY and 19% QoQ Q2 FY27 vs Q2 FY26 (YoY) growth of 25% on Y-o-Y and 14% QoQ. reflected continued customer trust. Particulars Q2 FY26 Q2 FY27 Growth % • Copper prices continued to rise, Revenue 2,762 4,054 47% • Premiumization-led higher content per increasing ~6% QoQ, ~54% YoY, vehicle and new EV/ICE model wins continuing commodity cost pressures. EBITDA 280 374 34% continued to be the key growth driver. PAT 165 223 35% • Performance remained resilient amidst Q2 FY27 vs Q1 FY27 (QoQ) headwinds from higher copper prices and Particulars Q1 FY27 Q2 FY27 Growth % other cost inflationary pressure. Revenue 3,407 4,054 19% • Timely expansion and ramp-up of Constructive EBITDA 258 374 45% Greenfields projects helped to support discussions continue PAT 145 223 54% higher customer volumes. with our customers to recover cost increases H1 FY27 vs H1 FY26 • Consistent focus on financial prudence, and maintain business Particulars H1 FY26 H1 FY27 Growth % with disciplined working capital momentum. management. Revenue 5,256 7,461 42% EBITDA 524 632 21% PAT 308 369 20% EV share of Revenues 10% for Q2 FY27 9.3% for H1 FY27 Proud to be part of our customers’ success. Financial performance: Q2 FY27 vs Q2 FY26. Figures in INR Crores Revenue EBITDA 9.2% 10.1% 47% 34% 4,054 2,762 280 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 PBT PAT 35% 35% 223 221 165 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Financial performance: Q2 FY27 vs Q1 FY27. Figures in INR Crores Revenue EBITDA 9.2% 19% 4,054 7.6% 45% 3,407 374 Q1 FY27 Q2 FY27 Q1 FY27 Q2 FY27 PBT PAT 53% 54% 223 Q1 FY27 Q2 FY27 Q1 FY27 Q2 FY27 Financial performance: H1 FY27 vs H1 FY26. Figures in INR Crores Revenue EBITDA 8.5% 42% 7,461 10.0% 5,256 21% H1 FY26 H1FY27 H1 FY26 H1FY27 PBT PAT 20% 20% 495 369 411 308 H1 FY26 H1 FY27 H1FY26 H1 FY27 Financial performance: Debt situation. Figures in INR Crores Particulars 31stMarch 2025 31stMarch 2026 30thSep 2026 Working Capital/short term 9 10 101 Less cash and bank balance 14 66 43 Net Debt (5)* (56) 58 Lease liabilities (in accordance 259 223 195 with Ind AS 116) Total Net Debt, including 254 167 253 lease liabilities 7 Photo by Jakub Żerdzicki on Unsplash *Post dividend payout of INR 575 crores (INR 354 Crores for FY 2023-24 and INR 221 Crores as interim dividend for FY 2024-25). Reference rates and safe harbour. Copper and exchange rates Average Q2 FY26 Q1 FY27 Q2 FY27 Copper prices continue to surge, LME Copper (USD/MT) 9,792 13,324 14,121 increasing by ~6% QoQ and ~54% Copper (INR/KG) 929 1,348 1,430 YoY. Average Q2 FY26 Q1 FY27 Q2 FY27 Jap Yen/Rs. 0.592 0.594 0.600 USD/Rs. 87.32 94.66 95.66 Euro/Rs. 102.03 110.03 109.97 Safeharbour: Thecontentsofthispresentationareforinformationalpurposesonlyandforthereader’spersonalnon-commercial use.Thecontentsareintended,butnotguaranteed,tobecorrect,complete,orabsolutelyaccurate.Thispresentationalsocontains forward-lookingstatementsbasedonthecurrentlyheldbeliefsandassumptionsofthemanagementoftheCompany,whichare expressed in good faith and, in their opinion, are reasonable. Forward-looking statements involve known and unknown risks, contingencies, uncertainties, market conditions and other factors, which may cause the actual results, financial condition, performance, or achievements of the Company or industry results to differ materially from the results, financial condition, performanceorachievementsexpressedorimpliedbysuchforward-lookingstatements.TheCompanydisclaimsanyobligationor liabilitytoanypersonforanylossordamagecausedbyerrorsoromissions,whetherarisingfromnegligence,accidentoranyother cause.Recipientsofthispresentationarenottoconstrueitscontentsoranypriororsubsequentcommunicationsfromorwiththe Companyoritsrepresentativesasinvestment,legalortaxadvice.Inaddition,thispresentationdoesnotpurporttobeall-inclusiveor to contain all of the information that may be required to make a full analysis of the Company, target entitles or the proposed transaction. Recipients of this presentation should each make their own evaluation of the Company and of the relevance and 8 adequacyoftheinformationandshouldmakesuchotherinvestigationsastheydeemnecessary © MothersonGroup All rights reserved by Mothersonand/or its affiliated companies. Any commercial use hereof, especially any transfer and/or copying hereof, is prohibited without the prior written consent of Mothersonand/or its affiliated companies. In case of transfer of information containing know-how for which copyright or any other intellectual property right protection may be afforded, Mothersonand/or its affiliated companies reserve all rights to any such grant of copyright protection and/or grant of intellectual property right protection. www.motherson.com