Investor Presentation on the unaudited financial results for the second quarter and half year ended September 30, 2026.

Samvardhana Motherson International Limited Head Office: C-14 A & B, Sector 1, Noida – 201301 Distt. Gautam Budh Nagar, U.P. India Tel: +91-120-6752100, 6752278, Fax: +91-120-2521866, 2521966, Website: www.motherson.com November 5, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Dalal Street, Plot No. C/1, G-Block, Mumbai– 400001, Bandra-Kurla Complex, Bandra (E), Maharashtra, India Mumbai – 400051, Maharashtra, India Scrip Code: 517334 Symbol: MOTHERSON Ref.: Unaudited Financial Results for the second quarter and half year ended September 30, 2026 Dear Sir(s) / Madam(s), The Board of Directors of the Company at its meeting held on Thursday, November 5, 2026 inter-alia, have discussed and approved Unaudited Standalone and Consolidated Financial Results of the Company for the second quarter and half year ended September 30, 2026. Pursuant to Regulation 33 and Regulation 52 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI LODR”), please find enclosed the following: 1. Unaudited Standalone and Consolidated Financial Results for the second quarter and half year ended September 30, 2026; 2. Limited Review Reports on the Standalone and Consolidated Financial Results for the second quarter and half year ended September 30, 2026; 3. Presentation on the performance of the Company for the second quarter and half year ended September 30, 2026; and 4. Copy of the Press Release issued by the Company. The Board Meeting of the Company commenced at 1200 Hours (IST) and concluded at 1450 Hours (IST). The results will be uploaded on Company’s website www.motherson.com in compliance with Regulation 46(2)(I)(ii) and Regulation 62(1)(b)(ii) of the SEBI LODR and will be published in the newspapers in terms of Regulation 47(1) and Regulation 52(8) of the SEBI LODR. The above is for your information and records. Thanking you, Yours truly, For Samvardhana Motherson International Limited Alok Goel Company Secretary Regd Office: 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.: L35106MH1986PLC284510 Email: investorrelations@motherson.com Samvardhana Motherson International Limited. Q2 FY 2026-27 Results November 2026 (All figures are Rs. in Crores unless specifically mentioned) Key Highlights 01/02. Record Revenues cap off a strong First Half. Highest ever Performance at a glance. quarterly and half External Environment (Q2FY27) yearly revenue driven by • Global LV production declined, led by Q2FY27 vs Q2FY26. H1FY27 vs H1FY26. acquisitions and China, while South Asia supported strong growth in volumes;new launches to drive FY28 wiring harness Revenue Revenue growth business Rs 38,280 Crores 27% Rs 73,524 Crores 22% • Broad-based CV growth across North America, India and Europe lifted global EBITDA EBITDA MPP margin CV production, with momentum improvement through expected to continue into H2FY27 Rs 3,353Crores 23% Rs 6,457Crores 25% cost optimization, offset rising input • Copper pricescontinued to rise, costs and acquired Normalized PAT1 Normalized PAT1 increasing6% QoQ, continuing assets integration commodity cost pressures (Concern Share) (Concern Share) impacts Rs 1,175Crores 37% Rs 2,207 Crores 45% • Softening crude oil prices eased input cost pressures during the quarter. However, prices have surged ~24% since Aug-end 2 Notes : 1. Please refer slides 8&9 for details on Normalized PAT Key Highlights 02/02. Positioned for Sustained Growth. Other Highlights Strong Booked Stable Net Leverage 01 New Acquisition Announced Ratio at 0.8x Business of Rotary Connectors(India); USD 106 billion* Circular Connectors and Strong balance sheet provides All-time high Interconnection Solutions ample capacity to pursue inorganic growth Adds MIL-spec connector capabilities to Motherson’s Aerospace and Defence portfolio, strengthening its position in EWIS (Electrical Wiring Interconnection Systems). Capex of Rs. 1,971 Crores (59% of EBITDA) Capex in-line with growth priorities and yearly guidance Capacity Expansion Industries Served Key Geographies Served 01 plant operationalized • Aerospace • India during the quarter • Defence • USA 05 expansions announced *Note: Booked business total excludes Consumer Electronics Macroeconomic and Automotive Industry Outlook. Geopolitical Tensions Driving Cost Inflation & Monetary Tightness. Copper & Aluminium Copper: 44% YoY World Container Index 154% YoY & 7% QoQ Polymer Price for Germany 44% YoY & -12% QoQ USD / Metric Tonne1 Aluminium: 23% YoY (USD2) due to ME crisis Euro/ Metric Tonne due to ME crisis Copper Aluminium 14,104 4,468 14,536 3,691 4,429 1,991 9,210 9,797 1,995 1,761 1,524 1,386 2,382 2,620 3,228 3,059 Q2FY25 Q2FY26 Q2FY27 Oct-26 Q2FY25 Q2FY26 Q2FY27 Oct-26 Q2FY25 Q2FY26 Q2FY27 Oct-26 EU, USA, India & China Inflation2 EU, USA , India & China Interest rates2 EU USA INDIA CHINA (in %) (in %) 4.9 RBI increased repo rate to 4.3 6.5% 5.5% in Oct-26 3.5 5.5% 5.3% 5.0% Rising inflation and 2.6 4.3% interest rates 4.0% 1.7 across geographies 3.4% 3.0% 2.2 may weigh on 3.0% 2.1 0.7 3.6% demand 2.7% 2.2% -0.2 Q2FY25 Q2FY26 Q2FY27 Q2FY25 Q2FY26 Q2FY27 5 Sources: Bloomberg 1. Based on average of spot rates for the quarter; 2. All the data points are average for the closing numbers for each month in the quarter China Weakness and Geopolitical Disruption Drives Industry Slowdown. Data represents automotive production volumes on YoY basis Global. Europe. North America. Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles 43.6% 2.7% 7.6% -0.6% -2.3% -3.8% Production Volumes. India. Greater China. Global Light Vehicles (Nos are in million) Commercial 24.4 24.8 Light Vehicles Light Vehicles Commercial Vehicles Vehicles 23.1 23.1 22.1 22.3 22.9 21.9 22.6 21.6 18.9% 15.4% Q1FY25Q2FY25Q3FY25Q4FY25Q1FY26Q2FY26Q3FY26Q4FY26Q1FY27Q2FY27 Global Commercial Vehicles (Nos are in thousand) -1.9% 929 942 960 852 824 873 858 805 866 -5.5% Q1FY25Q2FY25Q3FY25Q4FY25Q1FY26Q2FY26Q3FY26Q4FY26Q1FY27Q2FY27 6 Note: YoY represents production volume comparison between Q2FY27 vs Q2FY26 Source: Light Vehicles: Mobility Global; Light Vehicle Engine Type Production Forecast September 2026/Commercial Vehicles: GlobalData; Commercial Vehicle Production Forecast October 2026 Financial performance. Best-ever Half Yearly Revenues. Consolidated Financial Performance H1FY27 vs H1FY26 (all figures are Rs. in Crores) Revenue EBITDA Normalized PAT (Concern Share) 22% YoY 25% YoY 45% YoY 73,524 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 3 4 4 4 4 4 4 4 4 4 4 5 5 5 5 5 5 5 5 5 5 6 6 6 6 6 6 6 6 6 6 7 7 7 7 7 7 7 7 7 7 8 0,1,2,3,4,5,6,7,8,9,0,1,2,3,4,5,6,7,8,9,0,1,2,3,4,5,6,7,8,9,0,1,2,3,4,5,6,7,8,9,0,1,2,3,4,5,6,7,8,9,0,1,2,3,4,5,6,7,8,9,0,1,2,3,4,5,6,7,8,9,0, 0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 00000000000000000000000000000000000000000000000000000000000000000000000 60,385 3 5 7 9 ,,,, 0000 0000 0000 58 ,1.6 8% 5 68 ,. 48 5% 7 2 2 4 ,, 00 00 -00 11 ,, 35 32 82 184 1 2,207 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 Revenue EBITDA PAT Growth driven by strong momentum in MPP led operational efficiencies via cost PAT growth driven by scale-up in the wiring harness business, optimizationand automationinitiatives businesses complemented by acquisitions supported margin improvement, mitigating integration commodity and input cost inflation and the impact of integrating acquired assets Notes: 1.H1FY26 PAT includes adjustment for (1) impact of accelerated amortization of certain intangible assets of approximately Rs. 45 Crores post-tax in Q1FY26, (2) Exceptional expense pertaining to provisions made in respect to business transformative measures in Central & Western Europe, amounting to R [Showing first 8,000 characters — download PDF for full document]