Please refer enclosed file

SML Mahindra Limited Trucks & Buses Regd. Office & Works: Village Asron, Distt. Shahid Bhagat Singh Nagar (Nawanshahr) Punjab – 144533 Tel +91 1881 270155 SML/SEC/2026-27-42 29th July, 2026 Dy. General Manager- The Secretary, Corporate Relationship Department National Stock Exchange of India Ltd. BSE Limited Exchange Plaza, 5th Floor, P.J Towers, Plot no. C/1, G Block Dalal Street Fort, Bandra- Kurla Complex Mumbai-400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 505192 Symbol: SMLMAH Subject- Schedule of Press/Analyst/Institutional Investor Meeting Re: Intimation under Regulation 30 read with Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI LODR Regulations”) Dear Sir, We wish to inform you that pursuant to Regulation 30 of SEBI LODR Regulations read with Clause 19 of the Industry Standards Note on Regulation 30 of the SEBI LODR Regulations, the Schedule of Analyst or Institutional Investor Meeting(s) with the Company is as under: Sr. Details required Particulars 1 Details pertaining to SML Mahindra Limited the meeting/call Analyst/ Press Meet 29th July 2026 (Wednesday) From 2:15 PM to 2:45 PM IST* 2 Venue Mumbai 3 Mode of attending Virtual 4 Details pertaining to Registration/Joining Link- registrations: Live https://teams.microsoft.com/meet/478015055265788?p=j4 Webcast details mPRwQ5D440zqVkH0 Meeting ID: 478 015 055 265 788 Passcode: 9nf73CQ6 SML Mahindra Limited (Formerly SML Isuzu Limited) Corporate Office: 1st Floor, T-7 Tech Park, C-119, Industrial Area Phase-7, SAS Nagar (Mohali) – 160055 (Punjab), Telephone 0172 - 2647700-02 CIN No. L50101PB1983PLC005516 Website: www.smlmahindra.com SML Mahindra Limited Trucks & Buses Regd. Office & Works: Village Asron, Distt. Shahid Bhagat Singh Nagar (Nawanshahr) Punjab – 144533 Tel +91 1881 270155 Sr. Details required Particulars 5 Disclaimers/note to The live webcast also provides a facility to ask your complete/ease questions, if any, to Senior Management. registration/attending the call 6 Details regarding NA specific platform requirements, if any 7 Inclusions/exclusions Analysts/Investors/Media of audience / participants, if any *NOTE: The schedule and mode of meeting may undergo a change due to exigencies on the part of Investors/Analyst/Company Please note that no unpublished price sensitive information is proposed to be shared by the Company during the aforesaid Analyst/Press Meet. The Analyst/Press Meet is being convened to discuss the outcome of the recently concluded Board Meeting of the Company. Due to the urgency of this matter, this Meeting is being scheduled at a shorter notice, in accordance with applicable Regulations. Further, no one-on-one meetings are proposed either preceding or succeeding the aforesaid Analyst/Press Meet. Please also find enclosed herewith the presentation to be delivered at the aforesaid Analyst / Institutional Investor Meet. You are requested to take the same on your records. Yours faithfully, For SML MAHINDRA LIMITED (Formerly SML ISUZU LIMITED) (PARVESH MADAN) Company Secretary & Compliance Officer pmadan@smlmahindra.com ACS-31266 SML Mahindra Limited (Formerly SML Isuzu Limited) Corporate Office: 1st Floor, T-7 Tech Park, C-119, Industrial Area Phase-7, SAS Nagar (Mohali) – 160055 (Punjab), Telephone 0172 - 2647700-02 CIN No. L50101PB1983PLC005516 Website: www.smlmahindra.com SML Mahindra Limited Analyst & Press Meet 29th July 2026 SAFE HARBOR STATEMENT “Certain statements in this meeting with regard to our future growth prospects are forward-looking statements, which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements.” OUR ASPIRATION Top 3 in India’s ILCV Trucks & Buses with a focused play in HCVs For Mahindra’s Truck & Bus business (SML + Mahindra Truck and Bus Division) CREATING INR 12,500 CR BUSINESS BY F31 Where are Where do we Outcome we today want to be (Market Share Trajectory) 20%+ ILCV Buses (<12T) No. 3 Player Industry Leadership share 10-12% 6% Limited ILCV Trucks (5-18.5T) Relevant Player share Presence Marginal Enhanced presence HCV Trucks (28-55T) Presence in focused sub-segments F26 F31 F36 F26 full year MS figures for Mahindra’s Truck & Bus business (SML + Mahindra Truck and Bus Division) 4 ADOPTING A TWO-PRONGED GROWTH STRATEGY… Deepen ILCV (Top 3) Focused Play in HCV Strengthen core bus & truck segments Expand into high-value heavy commercial vehicles INTEGRATED PRODUCT LEVERAGE EACH OTHER’S PROFIT POOL REINVIGORATING HCV ROADMAP BRAND EQUITY OPPORTUNITY STRATEGY FOCUSED INVESTMENT/ OPERATIONAL EXCELLENCE & CUSTOMER-CENTRIC DIVERSIFICATION MANUFACTURING EFFICIENCIES INNOVATION …TO CREATE A POWERFUL CHALLENGER… STRONG SUB BRANDS …WITH A COMPREHENSIVE PRODUCT PORTFOLIO… Goods Passenger M&HCV ICV LCV ILCV Bus Combined range of special purpose vehicles Troop carrier Ambulance Water bowser Dual cab Reefer van Closed container Diesel Bowser Closed container …AND A SET OF INITIATIVES TO ACHIEVE OUR AMBITION STRENGTHEN R&D NETWORK SYNERGIES PRODUCT PORTFOLIO VALUE ENGINEERING Development of wider Addressing gaps through Design, cost and process Cross-leverage dealers product range and alternate platform sharing & rebadging optimization across brands fuels SOURCING SYNERGIES ENHANCE MANUFACTURING OPERATIONAL EFFICIENCIES HARMONISED LEADERSHIP Harness strategic sourcing Leverage existing Cost optimization, use of Harmonised organisation capabilities manufacturing footprint shared services structure and talent COMBINATION UNLOCKS FULL POTENTIAL… Without Combination With Combination Product Portfolio Product Strengthen R&D Value Engineering Service Network Integration Network Optimal Integration of Sales Network Sourcing Synergies Operations Harmonized Leadership & Talent Enhanced Manufacturing Combining the two businesses to allow unlocking full synergies and creating a unified truck & bus platform Combination of Businesses Combining the 2 businesses to allow unlocking full synergies and creating a Current Synergy Plan On track to deliver the following synergies unified truck & bus platform as per plan …CREATING SIGNIFICANT SHAREHOLDER VALUE Scale Benefit Formidable Commercial Harmonizing Maximizing Investor Cost Synergies Challenger Synergies Leadership & Talent Value Operational Maximized Sales and Integrated structure Unified Truck & Bus Broad portfolio backed consolidation drives Product Development enables collaboration platform and value by scale and efficiency efficiency and synergies and innovation proposition productivity TRANSACTION OVERVIEW Current Going Forward Unified Truck & Bus Auto Division Auto Subsidiary Subsidiary ▪ Acquisition of MTBD* division on a Slump Sale basis by SML Mahindra ▪ Consideration: INR 525 cr., (subject to working capital adjustments as set out in the BTA) ▪ M&M to continue manufacturing of MTBD products under contract manufacturing arrangement ▪ Transaction subject to SML shareholders’ approval – expected completion by end of F27 *Mahindra Truck and Bus Division 11 Thank you