Samvardhana Motherson International Limited · NSE:MOTHERSON
Samvardhana Motherson International — Investor Presentation (November 2026)
51 slides from Samvardhana Motherson International's investor presentation, Nov 5, 2026
Slide 1: Exchange filing cover letter: Corporate Presentation
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 Je
Slide 2: Supporting customers to build anything, anywhere
Motherson. Supporting customers to build anything, anywhere. November 2026. Photo by Dudarev Mikhail / Shutterstock.
Slide 3: About Motherson
About ay Motherson.
Slide 4: Motherson
Motherson. •Motherson started in 1975 in Delhi as a partnership between Mr. Vivek Chaand Sehgal and late Shrimati Swaran Lata Sehgal. •Our name signifies a relationship of trust with all stakeholders. 3 Photo by indianhistorypics.
Slide 5: Start of our automotive journey
1983 Start of our automotive journey with Maruti Suzuki in India 4
Slide 6: Evolution and Growth across 50 years
Evolution and Growth across 50 years. 1983-1999 2000-2009 2010 -2015 2016-2020 2021-2025 2025 onwards 01 02 03 04 05 06 Growing in India Focus on Europe Global Expansion Consolidate to Lead Motherson 2.0 Industrialisation Listed in 1993 Expanded into Large acquisitions and Added new customers, Group
Slide 7: A global D.E.M.A.L specialist
A global Design, Engineering, Manufacturing, Assembly and Logistics (D.E.M.A.L) specialist. Combining operational excellence, capabilities and strategic global presence to power multi-industry expansion Unlocking new growth opportunities across multiple industries Operational Mindset Capabilities Ca
Slide 8: Motherson Group today
Motherson Group today. Full system solutions for automotive and other industries. Among the Top 10 Global Automotive Suppliers. Over 475 facilities in 47 countries. Over 205,000+ employees worldwide. $22.9 Billion gross revenues as a group. USD 22.9 billion revenues for FY2026 have been calculated a
Slide 9: Delivering Solutions through Specialised Business Divisions
Delivering Solutions to Customers through Specialised Business Divisions. 01 Wiring Harness 02 Vision Systems 03 Modules & 04 Integrated 05 Emerging Key Product range of Key Product range of Polymer Products Assemblies Businesses Motherson Autoelectric Shenzhen Autocruis • PV & CV Wiring Harnesses •
Slide 10: Serving Customers Globally
Serving Customers Globally. 25 27 29 31 33 26 28 30 32 A global network of manufacturing facilities, engineering and design 24 centres, marketing offices, logistic 22 23 centres and sourcing hubs across the 20 21 world to serve our customers globally in 19 18 geographies of their presence. 17 16 15
Slide 11: The Motherson way
The Motherson way. 10
Slide 12: Our Vision
OUR VISION. Proud to be To be a part of the success globally of our customers. preferred sustainable solutions provider. 11
Slide 13: Our Purpose
OUR PURPOSE. Together we strive to continuously delight all who put trust in us and go after seemingly impossible goals, so that we provide sustainable opportunities for our associates and are proud to be part of something larger than ourselves. 12
Slide 14: Consistent Outstanding Performance
Consistent Outstanding Performance… QCDDMSES is the Motherson measurable that guides us in all aspects of operational excellence. 01 02 03 04 Quality Cost Design Delivery 05 06 07 08 Management Safety Environment Sustainability 13
Slide 15: The value creation chakra
The value creation chakra 03 shows how we Acquisitions 02 Joint Customer Asked to create value for ventures 01 trust do more Organic growth all stakeholders. Return Consistent on trust Increasing outstanding content and performance on QCDDMSES.* value. To be a globally preferred sustainable solution
Slide 16: Three pronged strategy for non-linear growth
We have a three pronged strategy enabling non-linear and profitable growth. 03 Acquisitions 02 Joint ventures 01 Organic growth Rapid plant setup Vast experience Proven ability capability with successful to acquire at JVs the behest of customers Location: Motherson Dr Schneider / Kronach - Neuses, G
Slide 17: Strong and sustainable organic business
Strong and sustainable organic business has created a stable platform. 80+ Consistently facilities added over outperformed 11 years across production with geographies. increasing content. 16
Slide 18: Strong partnership with global technology leaders
Strong partnership with global technology leaders 28 13 43 Years existing countries of origin age of our oldest JV partners of JV partners partnership 17
Slide 19: Successfully acquired 54 companies since 2002
We have successfully acquired 54 companies at the behest of customers since 2002. 2016 - 2020 2021 - 2025 2025 onwards 17. Abraham and Co Ltd 25. Plast Met 33. Fritzmeier Motherson Cabin 41. Samvardhana Motherson Adsys 48. Yutaka Giken Co., Ltd Hungary Turkey Engineering Pvt Ltd Tech Ltd. (Metal com
Slide 20: 5 Year Plans
5 Year Plans give us stretched targets, which 5YP. pushes us to imagine and realise a much bigger future. 19
Slide 21: 5-year plans as compass and direction
5-year plans have guided us as compass and direction, not just as a target. First 5YP announced internally. 2025 2020 USD 21.2 Billion to First 5YP announced 2015 USD 108 Billion internally. USD 8.9 Billion to 2010 USD 36 Billion In Progress USD 5.5 Billion to 2005 USD 18 Billion USD 1.5 Billion to
Slide 22: Our Current 5-Year Plan: Vision 2030
Our Current 5-Year Plan. Vision Topline Bottom line Diversification Dividend 3CX10 No country, USD customer or 108 Billion 40% ROCE component Up to 40% Gross (Group)3 should consolidated revenues1,2 contribute profit as in 2029-30 more than dividend. 10% to our revenues4 The seventh 5-year plan. 1.G
Slide 23: Proven track record of stellar performances
Proven track record of stellar performances. 22
Slide 24: Value Creation through Consistent Performance
Value Creation through Consistent Performance. (all figures are Rs. in Crores) Revenues1 EBITDA PAT (Concern Share) r e- yea 126,104 1,26,104 Fi v : 17 % 113,663 ar - year R 1,13,663 -ye Five CAG i ve : 40 % 1, 29, 000 F % 1, 27, 000 12,033 1, 25, 000 : 22 1, 23, 000 1, 21, 000 98,692 R 3,803 3,860
Slide 25: Improving Leverage Ratio Despite Growth Capex
Improving Leverage Ratio Despite Continuous Investment in Growth Capex. (all figures are Rs. in Crores) Financial Leverage Ratio1,2 Policy 2.5x 2. 5 1.9 35, 000 2. 0 30, 000 1.4 1.4 25, 000 1.3 1. 5 Sustaining 20, 000 financial 0.9 0.8 Lowest leverage 15, 000 1. 0 discipline and ratio ever 10, 000 r
Slide 26: With Continuous Focus on ROCE
With Continuous Focus on ROCE. Reported 24% ROCE 22% 1 20% 17% 16% 18% 16% 17% 14% Multiple greenfields 1 12% were set up across 10% geographies for auto 11% and non-auto 6% 8% businesses 6% 7% 0 4% FY21 FY22 FY23 FY24 FY25 FY26 Notes : • Capital employed is adjusted for impact of fair valuation and
Slide 27: Record Yearly Capex in FY26; Growth Investments in FY27
Record Yearly Capex in FY26. Continued Growth Investments in FY27. (all figures are Rs. in Crores) Capex Capex Capex guidance spend well within the is for FY27 reduced Rs. 6,000 Cr 7, 500 49% 49% guidance for the 43% (+/-10%) 6, 500 41% 50% year 39% 5, 500 34% 5,911 40% 4,433 4, 500 4,010 30% 3, 500
Slide 28: Capacity Expansion: 17 Facilities at Different Stages
Capacity Expansion: 17 Facilities at Different Stages of Completion. No. of Business Ongoing Country Product Capability SOP Division Projects India Wires Backward Integration Q1FY28* Wiring Harness 03 Morocco Wiring Harness Capacity Expansion Q4FY28* Photograph to be added Poland Wires Backward Inte
Slide 29: Strong & Diversified Booked Business
Strong & Diversified Booked Business. Booked Business by Segments Diversification at Play Automotive (EV) 19% Wiring Harness 13% Automotive 29% 79% USD 7% MPP 106 Bn* Non-Automotive Vision Systems (as on 30th 17% September 2026) 2% Integrated Assemblies 34% Emerging Business Booked Business by Geogr
Slide 30: Business Division Wise Financial Performance
Business Division Wise Financial Performance1: 12MFY26 vs 12MFY25. (all figures are Rs. in Crores) Wiring Modules and Vision Integrated Emerging Harness. Polymer Products. Systems. Assemblies. Businesses. Revenues Revenues Revenues Revenues Revenues 11% 5% 8% 9% 50% 59,806 62,894 61,00 0 36,508 21,0
Slide 31: Financial Performance: Emerging Businesses
Financial Performance: Business Divisions under Emerging businesses. (all figures are Rs. in Crores) FY 2025 FY 2026 Emerging Business Division 50% YoY Revenue1 EBITDA Revenue1 EBITDA Revenue Growth in FY26 • Lighting and Electronics 4,078 698 5,663 918 • Precision Metal and 1,942 252 5,269 484 Modu
Slide 32: Consistently Improving Diversification (3CX10)
Consistently Improving Diversification Across all 3 Cs (3CX10). Component wise. Customer wise. Country wise. (top 20 customers) Volkswagen 8% India Wiring Harness 30% 23% Mercedes Benz 7% USA 19% Vision System 13% Maruti Suz uki 6% Aud i 6% Germany 15% Bumpers* 10% Honda Cars 5% China 8% Integrated
Slide 33: Gross Revenues
Gross Revenues. (all figures are Rs. in Crores) FY 2024-25 FY2025-26 22.9 billion USD Gross revenue 178,999 194,010 FY26 Less: Throughput revenue1 50,054 50,722 Economic Revenues 128,945 143,288 (including JVs) Less: JVs consolidated as per equity method 15,282 17,184 21.2 billion USD Reported/ Net
Slide 34: H1FY27 financial performance
H1FY27 financial performance. 33
Slide 35: Record Revenues cap off a strong First Half
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 supp
Slide 36: Positioned for Sustained Growth
Key Highlights 02/02. Positioned for Sustained Growth. Other Highlights Strong Booked Stable Net Leverage 01 New Acquisition Announced Business of Ratio at 0.8x Rotary Connectors (India); USD 106 billion* Circular Connectors and All-time high Strong balance sheet provides ample capacity to pursue In
Slide 37: Summary of Divisional Financial Performance
Summary of Divisional Financial Performance. (all figures are Rs. in Crores) Q2FY26 Q2FY27 H1FY26 H1FY27 Business Division EBITDA EBITDA EBITDA EBITDA Revenue EBITDA Revenue EBITDA Revenue EBITDA Revenue EBITDA % % % % Wiring Harness 8,550 894 10.5% 14,382 1,432 10.0% 17,190 1,877 10.9% 25,662 2,685
Slide 38: Robust Balance Sheet with Comfortable Debt Maturities
Robust Balance Sheet with Comfortable Debt Maturities and Strong Liquidity. Gross Debt – Rs. 19,355 Crores Liquidity – Rs. 17,474 Crores (as of 30th Sep 2026) (as of 30th Sep 2026) Comfortable Debt Repayment Schedule1 Commited Undrawn Facilities 2,694 Short Term Debt 4,313 4,432 Including RCF Roll 7
Slide 39: Strong fundamentals
Strong fundamentals. 38
Slide 40: Decentralised Management structure
Decentralised Management structure enables quick response to opportunities. Management bandwidth across regions. Supervisory External Assurance Function Board of Directors Statutory Auditor, Cost Auditor, Company Secretarial Auditor Nomination & Sustainability Committee Risk Committee Audit Committe
Slide 41: Governance board and leadership team
A governance board and leadership team with extensive experience and expertise Mr. Vivek Chaand Sehgal Mr. Laksh Vaaman Sehgal Ms. Rekha Sethi Mr. Dinesh Khara Chairman of the board for SAMIL Director on board for SAMIL Independent Director for SAMIL Independent Director for SAMIL Board member at Fo
Slide 42: Auditors and Credit Rating
Auditors and Credit Rating. Statutory Auditors 02 01 Empowered Trusted S.R. Batliboi & Co. LLP (an Indian member firm of E&Y Global) and advisors accountable team Credit Rating International 04 03 Insights Digital first, beyond Rating Baa3/Stable. Issue rating BB+. SAMIL assigned a rating of Audit-o
Slide 43: Sustainability Ratings and goals on the path to 2050
Sustainability Ratings overview goals on the path to 2050. 2025 Also, by 2030: 100% of operational units ISO 50001 certified, zero liquid discharge and a 50% improvement in emissions and energy efficiency.
Slide 44: Steady progress on our sustainability journey
Steady progress on our sustainability journey. 5% >51% 4.2% improvement increase improvement Scope 1&2 total Energy intensity % Renewable emissions intensity GJ/INR million electricity used kgCO2e/INR million >17% 88% 51% improvement 161 Water consumption ISO 50001 intensity Landfill diversion* cert
Slide 45: Awards
Awards. Customers have expressed their trust in Recognitions based on our us for the reliability we performance on have brought to their supply chains. 500+ QCDDMSES. awards in the past 5 years. 44
Slide 46: TIME recognition
TIME MOTHERSON RECOGNISED FOR EXCELLING IN: • Employee Satisfaction • Revenue Growth • Sustainable Practices 45
Slide 47: Chairman inducted to Automotive Hall of Fame
Our Chairman, Mr. V C Sehgal was inducted to the Automotive Hall of Fame, a testament of customer trust in Motherson. 46
Slide 48: Track record of delivering value for shareholders
We have a track record of delivering superlative value for shareholders. 7,240x INR 724 Million Returns vs. Indices since April 2020. ~7,200x Outperformed since listing. the market SENSEX 3x through cycles of heightened volatility. NIFTY-50 3x NIFTY Small Cap-100 6x Nifty Auto 6x Value Motherson 10x
Slide 49: Shareholding Pattern
Shareholding Pattern. FIIs Promoters 13.0% 48.6% As on 30th Sep 2026 DIIs 20.8% Public 17.6% FIIs: Foreign Institutional Investors 48 DIIs: Domestic Institutional Investors
Slide 50: Safe Harbour Statement. Glossary
Safe Harbour Statement. Glossary. The contents of this presentation are for informational purposes only and for the 1. Revenue: Revenue from operations reader’s personal non-commercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentat
Slide 51: Thank you
Thank you. © Motherson Group All rights reserved by Motherson and/or its affiliated companies. Any commercial use hereof, especially any transfer and/or copying hereof, is prohibited without the prior written consent of Motherson and/or its affiliated companies. In case of transfer of information co
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