Samvardhana Motherson International Limited · NSE:MOTHERSON
Samvardhana Motherson International — Q2 FY2026 Earnings Presentation
30 slides from Samvardhana Motherson International's earnings presentation, Nov 13, 2025
Slide 1: Exchange filing cover letter for Q2 results
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 13, 2025 BSE Limited National Stock Exchange of India Limited 1st Floor
Slide 2: Samvardhana Motherson International Limited Q2 FY 2025-26 Results
Samvardhana Motherson International Limited. Q2 FY 2025-26 Results
Slide 3: Key Highlights 01/03
Key Highlights 01/03. Strong operating performance by all business divisions amidst a dynamic operating environment... Q2 FY 26 Growth YoY External Environment Outpacing Industry growth supported • Gradual improvement in global trade Revenue1 8.5 % by content dynamics, however, pockets of and M&A un
Slide 4: Key Highlights 02/03
Key Highlights 02/03. ….with a sustained focus on growth and maintaining disciplined financial management. Continuous focus on growth, 02 new Greenfields Stable Net Leverage Announced 03 acquisitions. Operationalized. Ratio at 1.1x. 10 Greenfields under various Maintained a strong leverage profile d
Slide 5: Key Highlights 03/03
Key Highlights 03/03. Launch of • Gross Revenues refers to Gross amount of consideration which includes throughput revenue arising out of "Principal vs Agent Consideration" under Ind AS 115 added with Revenue from operations and 100% of Revenue from operations of joint ventures and associate which a
Slide 6: Macro Economic and Automotive Industry Outlook
Macro Economic and Automotive Industry Outlook. 55
Slide 7: Macroeconomic factors largely stable, upward trend in commodity prices
Macroeconomic factors are largely stable, with an upward trend in commodity prices. EU, USA & India Inflation1 EU, USA & India Interest rates1 Energy prices for Germany EU USA IND (in %) (in %) (in Euro /MWh2) 6.4 4.9 400 145 6.5% 6.5% 4.3 350 5.4% 5.5% 125 300 105 5.0% 250 4.25% 85 3.5 2.2 2.9 200
Slide 8: ~3% YoY Growth in Global Light Vehicle Production
~3% YoY Growth in Global Light Vehicle Production; Full year production estimate improving. Data represents automotive production volumes on YoY basis Global. Europe. North America. Commercial Commercial Light Vehicles Light Vehicles Vehicles Vehicles Light Vehicles Commerc ial Vehicles 13% 3% 8% Pr
Slide 9: Financial performance
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Slide 10: Revenue continues strong growth; profitability improved
Revenue continues to demonstrate strong growth; Profitability improved through execution of focused initiatives. (all figures are Rs. in Crores) Consolidated Financial Performance Q2FY26 vs Q2FY25 (YoY basis) 34,00 0 Revenue1 EBITDA2 PAT (Concern Share) 32,00 0 30,173 1,800 0. 09 30,00 0 8.5 % 8.9%
Slide 11: Disciplined capital allocation and capex
Disciplined capital allocation in developed markets, complemented by sustained growth investments in emerging markets to capture long-term opportunities. Total Capex of Rs.2,653 crores during H1FY26 Capex (Rs in Crores) 1,800 65% 70% 1,600 57% 52% 53% 60% 1,400 49% 1,518 1,445 Growth Capex to 50% 1,
Slide 12: Greenfields on track; majority of remaining to come on stream in FY27
Greenfields on track; majority of the remaining to come on stream in FY27. Two Greenfields Operationalised during Q2 FY26 10 Greenfields at various stages of completion • Lighting & Electronics – Consumer Electronics (01) • Wiring Harness – 01 N Business Division Expected SOP o India Wiring Harness
Slide 13: Maintained leverage despite inflated working capital and growth capex
Maintained Leverage despite inflated working capital and growth capex. Leverage Ratio1,2 Financial Policy 2.5x 1.9 1.7 35,00 0 2.0 Improvement in 1.5 1.8 profitability and 30,00 0 1.4 1.4 1.6 25,00 0 1.4 normalisation of 1.1 1.1 working capital 1.0 1.0 1.2 to aid further 20,00 0 15,938 16,019 0.9 15
Slide 14: Diversification strategy continues to play out
Diversification strategy continues to play out; to be further aided by recently announced M&As. Component wise. Customer wise. Country wise. (top 20 customers) Volkswagen 9% Wiring Harness 26% India 21% Mercedes Benz 7% USA 18% Vision Systems 15% Aud i 7% Honda Cars 6% Germany 16% Bumpers* 13% Suz u
Slide 15: Robust booked business reflecting continued customer trust
Robust booked business reflecting continued customer trust. EV share in Reflective of Automotive evolving platform booked business mix in developed moved from markets and 87.2 24% in March 2025 to 22% in Sep 2025 recalibration by OEMs billion USD (as on 30th September 2025; Including 3 bn USD of Non
Slide 16: Evolved into a DEMA Powerhouse
Evolved in to a DEMA Powerhouse – Ready for next phase of growth • 35 Engineering Centres • Approx. 20,000 Engineers Globally Automotive Design & Engineering • Over 3,000 Patents • Ability to engineer new products and process Aerospace Health & Medical • Suite of industry agnostic capabilities (like
Slide 17: Robust traction across Non-Automotive businesses
Robust traction across Non-Automotive businesses; underpinned by DEMA led diversification. Technology & Consumer Electronics Aerospace Industrial Solutions 3.0 37% YoY growth in billion USD of revenue in Booked business H1 FY 26 ,up from 2.7 bn as of March 31st 2025. • 2 plants already operationaliz
Slide 18: Progress on our Sustainability journey
Progress on our Sustainability journey. Strategic actions initiated to accelerate progress towards Carbon Net Zero by 2040 • Energy Business established to develop, acquire, own and operate renewable energy assets - reducing grid dependency, enhancing energy self-sufficiency, optimizing cost and ach
Slide 19: Divisional Performance
motherson if Divisional Performance —_
Slide 20: Business divisions delivering solutions to our customers
Business divisions delivering solutions to our customers. 01 02 03 04 05 Wiring Harness Vision Systems Modules & Polymer Integrated Emerging Products Assemblies Businesses 05 06 07 08 09 10 11 12 Elastomers Lighting & Precision Technology & Aerospace Logistics Health & Services Electronics Metals &
Slide 21: Business Division Wise Financial Performance: Q2FY26 vs Q2FY25
Business Division Wise Financial Performance1 : Q2FY26 vs Q2FY25. (all figures are Rs. in Crores) Wiring Modules and Vision Integrated Emerging Harness. Polymer Products. Systems. Assemblies. Businesses. Revenues Revenues Revenues Revenues Revenues 14,640 15,374 8,111 8,550 5,084 6,000 5,500 5,000 4
Slide 22: Summary of divisional financial performance
Summary of divisional financial performance. (all figures are Rs. in Crores) FY25 Q1FY26 Q2FY25 Q2FY26 Business Division EBITDA EBITDA EBITDA Revenue EBITDA Revenue EBITDA Revenue EBITDA EBITDA% Revenue EBITDA % % % Wiring Harness 32,861 3,873 11.8% 8,640 983 11.4% 8,111 908 11.2% 8,550 894 10.5% Mo
Slide 23: Consolidated Debt Status, Reference Rates, and Notes
Consolidated Debt Status, Reference Rates, and Notes. (all figures are Rs. in Crores) Copper Rates. A. Net Debt including Lease liabilities. Average Q2 FY25 Q1 FY26 Q2 FY26 Rs. In Jun-23 Sep-23 Dec-23 Mar-24 Jun-24 Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Crores LME Copper (USD / MT ) 9,207 9,519 9,792 Gr
Slide 24: Annexure
motherson afl Annexure
Slide 25: SAMIL Consolidated Q2FY26 vs Q2FY25
SAMIL Consolidated Q2FY26 vs Q2FY25. 45 ,000 (all figures are Rs. in Crores) Revenues1 40 ,000 EBITDA2 8.9% 9.0% 14. 0% 30,173 35 ,000 30 ,000 27,812 2,641 2,719 13. 0% 3 178 12. 0% 11. 0% 25 ,000 10. 0% 20 ,000 2,463 9. 0% 8. 0% 15 ,000 7. 0% 10 ,000 1,500 6. 0% Q2FY25 Q2FY26 Q2 FY25 Q2FY26 PBT PAT
Slide 26: SAMIL Consolidated H1FY26 vs H1FY25
SAMIL Consolidated H1FY26 vs H1FY25. (all figures are Rs. in Crores) Revenues1 EBITDA2 8, 000 75 ,000 70 ,000 65 ,000 56,680 60,385 6, 000 5,426 178 2 5,185 60 ,000 55 ,000 50 ,000 45 ,000 4, 000 40 ,000 35 ,000 30 ,000 2, 000 5,248 25 ,000 20 ,000 15 ,000 10 ,000 - H1FY25 H1FY26 H1 FY25 H1FY26 PBT
Slide 27: Business Division Wise Financial Performance: H1FY26 vs H1FY25
Business Division Wise Financial Performance1 : H1FY26 vs H1FY25. (all figures are Rs. in Crores) Wiring Modules and Vision Integrated Emerging Harness. Polymer Products. Systems. Assemblies. Businesses. Revenues Revenues Revenues Revenues Revenues 29,833 30,382 16,438 17,190 21,00 0 11,00 0 9,804 1
Slide 28: Robust Balance Sheet with Comfortable Debt Maturities and Strong Liquidity
Robust Balance Sheet with Comfortable Debt Maturities and Strong Liquidity. Gross Debt - INR 16,830 crore (~USD 1.9 Bn) Liquidity ~INR 11,028 crore (~USD 1.2 Bn) (INR crore, as of 30th Sep’ 2025) (INR crore, as of 30th Sep’ 2025) Short Term Debt Including RCF Roll Over facilities Commited Undrawn Fa
Slide 29: Gross Revenues
Gross Revenues. (all figures are Rs. in Crores) FY 2024-25 Q2FY25 Q2FY26 H1FY25 H1FY26 Gross revenue 178,999 43,558 45,985 88,747 92,978 Less: Throughput revenue1 50,054 11,775 11,606 24,567 24,496 Economic Revenues 128,945 31,784 34,378 64,180 68,482 (including JVs) Less: JVs consolidated as per eq
Slide 30: Thank you
Thank you. Safe Harbour The contents of this presentation are for informational purposes only and for the reader’s personal non-commercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentation also contains forward-looking statements b
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