Samvardhana Motherson International Limited has informed the Stock Exchange about the transcript of the Earnings Conference Call held on August 06, 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 August 13, 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: Transcript of earning conference call for the quarter and three months ended June 30, 2026 Dear Sir (s) / Madam (s), Pursuant to Regulation 30(6) read with Part A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Transcript of the earnings conference call for the quarter and three months ended June 30, 2026, for your information and records. The transcript of earnings call is also available on the Company’s website at www.motherson.com. 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 Q1 FY '27 Results Conference Call” August 06, 2026 Management: Mr. Laksh Vaaman Sehgal Director Mr. Pankaj Mital Whole-Time Director and President- SAMIL Mr. Gandharv Tongia Group Chief Financial Officer Mr. Rajat Jain Chief Operating Officer, Vision Systems and Vehicle Systems Business Division Page 1 of 23 Samvardhana Motherson International Limited August 06, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Q1 FY '27 Results Conference Call hosted by Samvardhana Motherson International Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note this conference is being recorded. I now hand the conference over to Mr. Laksh Vaaman Sehgal from Motherson. Thank you, and over to you, sir. Laksh Vaaman Sehgal: Thank you, and good evening, everyone, and thank you for joining us for the Q1 FY '27 earnings call of Samvardhana Motherson International Limited. We are pleased to report our highest-ever quarterly revenue in Q1 FY '27, driven by robust performance across our businesses. Revenue grew by 17% year-on-year and 3% sequentially during the quarter. It is worth noting that historically, Q1 has always seen a sequential decline in revenue over Q4. This year, however, Q1 revenues came in higher than Q4 FY '26, underscoring the strength of the momentum across our businesses. The growth was driven by healthy performance across all our core businesses as well as our emerging businesses, particularly those built using our D.E.M.A.L. capabilities, namely consumer electronics and aerospace. Within wiring harness, there was strong momentum in India, combined with the recovery in the North American commercial vehicle business, which drove 31% year-on-year revenue growth. The modules and polymer, vision systems as well as integrated assemblies businesses grew in-line with the industry. Our consumer electronics business continues to scale meaningfully. The third facility remains on track for commissioning in the third quarter of FY '27 and will bring added upstream integration capabilities. Capex for this third facility is expected to be approximately INR 65 billion spread over a period of 3 years, building manufacturing capacity of 40 million units annually at full scale. Our Aerospace business delivered revenue growth of over 20% year-on-year, while the order book grew by more than 17% since FY '26 end, giving us strong visibility on future growth. EBITDA grew by 26% during the quarter, ahead of revenue growth, with EBITDA margin improving by 60 basis points year-on-year. This improvement was primarily driven by the modules and polymer business, wherein the restructuring initiatives undertaken over the last 1.5 years to breathe with the market helped absorb input cost inflation and deliver year-on-year margin improvement. Normalized PAT grew by 55% in the first quarter of FY '27, driven by the scale-up across our businesses. There were no one-off items impacting PAT this quarter. Adjusted for the Page 2 of 23 Samvardhana Motherson International Limited August 06, 2026 normalization in the base quarter, the Q1 FY '27 PAT grew 102% on a reported basis. These results were delivered against a genuinely tough external business environment, which makes this performance all the more meaningful. Globally, the light vehicle industry de-grew by 1.8% year-on-year during the quarter, led by weaknesses in China, the largest automotive market, which de-grew by 3.1%. South Asia, led by India, was a clear bright spot and continued to see strong growth. Planned European OEM launches are expected to support industry growth in the quarters and years ahead. On the commercial vehicle side, a recovery in North American market has sustained the CV industry's growth momentum, which is estimated to have grown 5.4% year-on-year. The outlook for the CV industry remains favorable through FY '27. That said, certain developments did weigh on the business during the quarter. Copper prices continued to rise up 4% sequentially, following increases of 13% and 16% sequentially in the third quarter of FY '26 and the fourth quarter of FY '26, respectively. On a year-on-year basis, copper prices are now up 40%, creating near-term input cost pressures, as these costs are typically passed on to the customers with a lag of 1 or 2 quarters. Geopolitically driven crude price inflation also pushed polymer prices in Germany up by 55% year-on-year and 66% sequentially. This primarily affected our MPP and Vision Systems divisions. Nonetheless, both divisions held flat to improving margins aided by ongoing cost optimization initiatives. We continue to work with our customers to pass on these higher input costs. Freight costs were similarly affected, with the World Container Index up 40% year-on-year and 83% sequentially. In certain instances, we incurred additional costs to ensure timely delivery to our customers. Detailed divisional performance and the underlying drivers of revenue and profitability are covered on Slide 15 to 18 of the presentation. With that, I will now hand over to our CFO, Gandharv, to take you through the key highlights on capital allocation, our balance sheet and recent M&A activity. Gandharv. Gandharv Tongia: Thank you, Vaaman. We continued to invest heavily in capex during the quarter to build future revenue streams. We spent INR 1,614 crores on capex in the first quarter, in-line with our full year guidance of INR 6,000 crores, plus/minus 10%. This represented 52% of the quarter's EBITDA invested across growth, backward integration and maintenance capex and should support both business expansion and margin improvement going forward. Page 3 of 23 Samvardhana Motherson International Limited August 06, 2026 3 plants were operationalised during the quarter, and we currently have 13 facilities at various stages of development, of which 10 are expected to become operational during the course of this year. Despite this continued investment in growth, we further improved our leverage position. Our leverage ratio is now at an all-time low of 0.8x, well within our financial policy ceiling of 2.5x and our internal aspiration of staying below 1.5x. This reflects the financial discipline we continue to maintain across the organization. We also made further [Showing first 8,000 characters — download PDF for full document]