General Updates

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 August 06, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5thFloor, 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 quarter and three months ended June 30, 2026 Dear Sir(s) / Madam(s), The Board of Directors of the Company in its meeting held on Thursday, August 06,2026, inter-alia, have considered and approved Unaudited Standalone and Consolidated Financial Results of the Company for the quarter and threemonths ended June 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 quarter and three months ended June 30, 2026; 2.Limited Review Reports on the Standalone and Consolidated Financial Results for the quarter and three months ended June30, 2026; 3.Presentation on the performance of the Company for the quarterand three months ended June 30, 2026; and 4.Copy of the Press Release issued by the Company. The Board Meeting of the Company commenced at 0800 Hours (IST) and concluded at 1130 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 Digitally signed by ALOK GOEL GOEL Date: 2026.08.06 11:32:20 +05'30' Alok Goel Company Secretary RegdOffice: Unit–705,CWing,ONEBKC,GBlock 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. Q1 FY 2026-27 Results August 2026 (All figures are Rs. in Crores unless specifically mentioned) Key Highlights 01/02. Healthy Start to the Year. Performance at a glance. External Environment Q1FY27 vs Q1FY26. • China slowdown weighed on global LV industry, while South Asia remained a bright spot; Planned European OEM Revenue launchesexpected to support industry Rs 35,244 Crores 17% growth Margins improved Highest ever • Recovery in the North American CV EBITDA quarterly revenue despite input cost market sustained CV industry growth pressures, supported driven by healthy Rs 3,104 Crores 26% by operational momentum; outlook remains favorablefor performance FY27 efficiencies and cost across businesses optimization Normalized PAT1 • Copper pricescontinued to rise, increasing (Concern Share) ~4% QoQ, continuing commodity cost pressures Rs 1,032 Crores 55% • Crude price inflation due to geopolitical tensions in the Middle East led to higher polymers, paint, rubber and other input costs Notes : 2 1. Please refer slide 8 for details on Normalized PAT Key Highlights 02/02. Investing Today to Accelerate Tomorrow Other Highlights Lowest ever Net 01 New Acquisition Announced 02 Acquisitions Completed Leverage Ratio at 0.8x Shenzhen Autocruis(China); Nexans Autoelectric(Wiring Harness Business) Interior and Exterior Digital Vision & (Completed on 03rdJuly 2026) Strong balance sheet provides Monitoring Systems ample capacity to pursue Key Products inorganic growth Broadens Motherson's technology offerings in interior and exterior digital vision systems, strengthening its position in • PV & CV Wiring next-generation mobility. Harnesses • Specialty Harnesses • Safety Components Capex of • Body Harnesses INR 1,614 Crores (52% of EBITDA) Capex in-line with growth Yutaka Giken priorities and yearly guidance (Completed on 21stJuly 2026) Key Products Capacity Expansion • Exhaust Systems Key Products • Brake Discs • Camera Monitoring Systems (CMS) • Drive Systems • Full Display Mirrors (FDM) 03 plants operationalized • EV Motor Components • 360 degree Around View Monitor (AVM) Systems during the quarter • Driver Monitoring Systems (DMS) 3 • Dashcam with Video Recording (DVR) Macro Economic and Automotive Industry Outlook. Geopolitical Tensions Driving Cost Inflation & Monetary Tightness. Copper & Aluminium Copper: 40% YoY World Container Index 40% YoY & 83% QoQ Polymer Price for Germany 55% YoY & 66% QoQ USD / Metric Tonne1 Aluminium: 45% YoY (USD2) due to ME crisis Euro/ Metric Tonne due to ME crisis Copper Aluminium 13,329 5,318 4,166 2,253 9,752 9,524 1,543 2,983 1,458 1,360 3,562 2,525 2,450 2,279 Q1FY25 Q1FY26 Q1FY27 Q1FY25 Q1FY26 Q1FY27 Q1FY25 Q1FY26 Q1FY27 EU, USA, India & China Inflation2 EU, USA , India & China Interest rates2 EU USA INDIA CHINA (in %) (in %) 6.5% 5.4% 5.5% 5.3% 3.0 3.8 Rising inflation 4.5% 2.5 2.5 across geographies 4.2% 3.8% 3.0 likely to drive 3.4% 3.0% 2.0 hardening of interest 3.0% rates -0.0 1.1 2.4% 2.2% Q1FY25 Q1FY26 Q1FY27 Q1FY25 Q1FY26 Q1FY27 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 Slowdown and Geopolitical Disruption Drives Industry De-growth. Data represents automotive production volumes on YoY basis Global. Europe. North America. Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles 0.0% 5.6% -1.4% YoY production -1.8% remains impacted -3.3% due to EPA27 -5.0% 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 22.1 22.2 22.9 21.9 22.5 21.6 12.8% 16.2% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Global Commercial Vehicles (Nos are in thousand) 853 822 874 854 808 928 942 902 746 2.3% -3.1% Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 6 Note: YoY represents production volume comparison between Q1FY27 vs Q1FY26 Source: Light Vehicles: S&P Global Mobility; Light Vehicle Engine Type Production Forecast June 2026/ Commercial Vehicles: GlobalData; Commercial Vehicle Production Forecast July 2026 Financial Performance. Highest-ever Quarterly Revenues with Margin Improvement. Consolidated Financial Performance Q1FY27 vs Q1FY26 (all figures are Rs. in Crores) Revenue EBITDA Normalized PAT (Concern Share) 44,000 42,000 40,000 22.0% 17% YoY 26% YoY 2,000 55% YoY 0.09 38,000 35,244 20.0% 1,800 8.8% 0.08 36,000 3,500 18.0% 1,600 0.07 34,000 30,212 8.2% 3,104 16.0% 1,400 1,032 0.06 32,000 1,200 0.05 30,000 2,466 14.0% 1,000 667 0.04 28,000 12.0% 800 26,000 600 155 1 0.03 10.0% 24,000 400 0.02 22,000 8.0% 200 0.01 20,000 1,500 6.0% - 0 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Revenue EBITDA PAT Robust growth driven by healthy EBITDA outpaced revenue growth as PAT growth driven by scale-up in business performance across businesses, operational efficiencies and cost especially, Wiring Harness & Emerging optimization offset input cost inflation Businesses arising from geopolitical disruptions Notes 1. Q1FY26 PAT includes adjustment for (1) Impact of approximately 45 crores (post-tax) related to accelerated amortization of certain intangible assets, (2) Exceptional expense pertaining to provisions 8 made in respect to business transformative measures being undertaken in Central & Western Europe, amounting to 110 crores post-tax (136 crores pre-tax). Continued Investments across Businesses to Support Customers. (all figures are Rs. in Crores) Capex 53% 52% 52% 60% Capegxu sipdeanndc e Capex 49% 2,500 well wfoitrh FinY t2h7e is 44% [Showing first 8,000 characters — download PDF for full document]