Announcement under Regulation 30 (LODR) - Press Release

Sundaram-Clayton Limited Registered Office: “Chaitanya”, No. 12, Khader Nawaz Khan Road, Nungambakkam, Chennai – 600006 PH: 044 28332115 4th November 2026 BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Dalal Street, Bandra-Kurla Complex, Mumbai 400 001. Bandra (E), Mumbai 400 051. Scrip Code: 544066 Scrip code: SUNCLAY Dear Sir/Madam, Subject : Press Release - Sundaram-Clayton reports strong performance in Q2 FY27; standalone revenue grows 37%; PAT rises 96% We enclose a Press Release regarding “Sundaram-Clayton reports strong performance in Q2 FY27; standalone revenue grows 37%; PAT rises 96%”, for dissemination. Date and time of occurrence of event: 4th November 2026 at 12.45 P.M. (IST). This is for your kind information. Thanking you, Yours faithfully, For Sundaram-Clayton Limited P D Dev Kishan Company Secretary Encl.: a/a Website: www.sundaram-clayton.com Email: corpsec@sundaramclayton.com CIN: L51100TN2017PLC118316 PRESS RELEASE Sundaram-Clayton reports strong performance in Q2 FY27; standalone revenue grows 37%; PAT rises 96% Chennai, Nov 4, 2026: Sundaram-Clayton Limited (SCL) delivered a strong operational and financial performance on a standalone basis in Q2 FY27. SCL recorded an income of ₹631.9 crore for the quarter, compared with ₹462.9 crore in the corresponding quarter of the previous year. EBITDA for Q2 FY27 stood at ₹98.9 crore, with a margin of 15.7%, compared with ₹79.1 crore and a margin of 17.1% in the corresponding quarter of the previous year. The PAT stood at ₹39.5 crore against ₹20.2 crore in previous corresponding quarter. For H1 FY27, income grew 28% year-on-year to ₹1,159.8 crore, while profit after tax increased 52% to ₹56.5 crore, reflecting strong growth and improved profitability during the first half. The strong quarterly performance was supported by broad-based customer growth and robust export demand. This performance was achieved despite continued pressure from elevated alloy, energy and logistics costs. MARKET OVERVIEW: The Indian automotive industry recorded healthy growth during H1 FY27, particularly across the segments relevant to SCL. Medium and Heavy Commercial Vehicle (M&HCV) sales increased 23% year-on-year, with Q2 growth accelerating to 33%, supported by pre-buying ahead of an October price increase, as well as continued infrastructure and mining activity. The passenger vehicle segment also maintained strong momentum, with Q2 FY27 volumes growing 24% year-on-year, supported by healthy rural and urban demand and improved affordability following GST 2.0. International commercial vehicle markets presented a more mixed environment. North American Class 8 retail sales grew 10% year-on-year during Q3 CY2026, while production increased 53%, indicating an improvement in production momentum. In Europe, heavy commercial vehicle registrations above 16 tonnes continue to be positive. PRESS RELEASE INDIA OPERATIONS Ongoing geopolitical developments in the Middle East continue to create uncertainty across global commodity and logistics markets. Volatility in aluminium prices, energy costs and freight rates continues to exert pressure on input costs and operating margins. The Company continues to navigate these challenges by proactively implementing measures to strengthen supply-chain resilience, improve cost competitiveness and ensure operational continuity. Production across the Company's manufacturing facilities continued to increase during the quarter in line with customer requirements. During the quarter, the Company received the “Prithvi Award” 2026 for the third consecutive year and achieved ISO 50001:2018 Energy Management System certification, reinforcing its commitment to sustainability and ESG excellence. The Company also secured First Prize at India Mobile Congress 2026 for innovative 5G use cases deployed at its lighthouse die-casting facility in Thervoy Kandigai. USA OPERATIONS Production at the US facility continued to ramp up during the quarter, supporting improved manufacturing performance and reliable customer deliveries. The US operations, however, continued to impact consolidated profitability. Management remains focused on achieving a financial turnaround through appropriate restructuring and improvements in production and operating metrics. These initiatives are aimed at driving sales growth, enhancing cost competitiveness, strengthening execution, and delivering sustained improvement in business performance. About Sundaram Clayton Sundaram Clayton Limited (SCL) is a leading manufacturer of engineered aluminium die- cast components for the automotive sector. Established in 1962, SCL provides high- quality, innovative solutions to global customers in the commercial and passenger vehicle segments. With a strong focus on sustainability, SCL continues to lead the way in lightweighting, advanced manufacturing, and future-ready automotive solutions.