Samvardhana Motherson International Limited

rs,

on.com August 13, 2025 BSE Limited 1st Floor, New Trading Ring Rotunda Building P.J. Towers, Dalal Street, Fort MUMBAI – 400001, India National Stock Exchange of India Limited Exchange Pla

Rs 30,212 crore

d Strategic Realignment... Financial Highlights Macro Environment Business Highlights Revenue1 Rs 30,212 crores EBITDA2 Rs 2,466 crores PAT3 (Concern Share) Rs 667 crores While Emerging markets continu

Rs 2,466 crore

Financial Highlights Macro Environment Business Highlights Revenue1 Rs 30,212 crores EBITDA2 Rs 2,466 crores PAT3 (Concern Share) Rs 667 crores While Emerging markets continue to grow; Developed marke

Rs 667 crore

Business Highlights Revenue1 Rs 30,212 crores EBITDA2 Rs 2,466 crores PAT3 (Concern Share) Rs 667 crores While Emerging markets continue to grow; Developed markets facing pressures due to structura

1.1x

growth and maintaining disciplined financial management. Other Highlights Net Leverage Ratio at 1.1x Expanded working capital and transitory cost impact Capex of INR 1,208 Crs (49% of EBITDA) Ca

INR 1,208

ghts Net Leverage Ratio at 1.1x Expanded working capital and transitory cost impact Capex of INR 1,208 Crs (49% of EBITDA) Capex remains measured whilst growth priorities stay intact, Status of Gree

49%

age Ratio at 1.1x Expanded working capital and transitory cost impact Capex of INR 1,208 Crs (49% of EBITDA) Capex remains measured whilst growth priorities stay intact, Status of Greenfields

6.5%

a Interest rates1 (in %) Energy prices for Germany (in Euro /MWh2) 6.2 4.6 4.0 4.9 2.5 3.0 6.5% 5.1% 3.8% 2.7 2.5 2.0 6.5% 5.4% 4.2% 5.5% 4.5% 2.15% 400 350 300 250 200 150

5.1%

rest rates1 (in %) Energy prices for Germany (in Euro /MWh2) 6.2 4.6 4.0 4.9 2.5 3.0 6.5% 5.1% 3.8% 2.7 2.5 2.0 6.5% 5.4% 4.2% 5.5% 4.5% 2.15% 400 350 300 250 200 150 32

3.8%

ates1 (in %) Energy prices for Germany (in Euro /MWh2) 6.2 4.6 4.0 4.9 2.5 3.0 6.5% 5.1% 3.8% 2.7 2.5 2.0 6.5% 5.4% 4.2% 5.5% 4.5% 2.15% 400 350 300 250 200 150 32 100

5.4%

for Germany (in Euro /MWh2) 6.2 4.6 4.0 4.9 2.5 3.0 6.5% 5.1% 3.8% 2.7 2.5 2.0 6.5% 5.4% 4.2% 5.5% 4.5% 2.15% 400 350 300 250 200 150 32 100 50 - 99 77 92 July

4.2%

ermany (in Euro /MWh2) 6.2 4.6 4.0 4.9 2.5 3.0 6.5% 5.1% 3.8% 2.7 2.5 2.0 6.5% 5.4% 4.2% 5.5% 4.5% 2.15% 400 350 300 250 200 150 32 100 50 - 99 77 92 July 2025

“22.2 22.6 21.4 22.1 21.5 22.1 22.5 Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY 2 6 Global Commercial Vehicles (Nos are in thousand) 868 822 862 885 852 746 821 882 856 4% 17% 9% 1% Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY 2 6 Note.”

“YoY represents comparison between Q1FY26 vs Q1FY25 Source: Light Vehicles: S&P Global Mobility; Light Vehicle Engine Type Production Forecast June 2025/Commercial Vehicles: GlobalData; Commercial Vehicle Production Forecast July 2025 7 Diversified business model well-positioned to address transitory headwinds.”

“01 0 Q1 FY25 Q1FY26 Q1 FY25 Q1FY26 Q1FY25 Q1FY26 Revenue • Growth over market contributed by • Addition of acquired assets and • Resilient performance across business divisions EBITDA • Structural issues in Western & Central Europe • Timing lag in tariff related pass through of costs • Greenfield related start up costs particularly in non–automotive businesses • Early-stage integration adjustments for certain newly acquired assets PAT • High FX volatility led to FX losses of approx.”

“This is scheduled to come onstream in Q3 FY27 11”

“Revenues 8,326 8,640 15,193 15,008 6,000 5,500 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 4,997 5,137 3,0 00 2,0 00 1,0 00 - 2,523 2,819 2,591 3,702 1,000 1,000 Q1 FY25 Q1FY26 Q1 FY25 Q1FY26 Q1 FY25 Q1FY26 Q1 FY25 Q1FY26 Q1 FY25 Q1FY26 EBITDA 11.7% 975 11.4% 983 Q1 FY25 Q1FY26 1,200 1,000 800 600 400 200 - EBITDA 8.7% 1,317 Transitory impact due to structural challenges in Europe 6.4% 958 Q1 FY25 Q1FY26 1,500 18.”

“0% Q1 FY25 Q1FY26 Q1 FY25 Q1FY26 Q1 FY25 Q1FY26 15”

“For details, please refer to the results published on the website 17 Average Q1 FY25 Q4 FY25 Q1 FY26 LME Copper (USD / MT ) Copper (INR / KG) 9,751 880 9,346 875 9,519 883 Exchange Rates (Average).”

“Currency (equal to Rs.) Q1 FY25 Q4 FY25 Q1 FY26 INR to EUR INR to USD INR to YEN Euro to USD 89.80 83.42 0.535 1.05 91.16 86.61 0.568 1.05 97.07 85.59 0.592 1.13 Currency Rs./Euro Rs./USD 89.33 83.38 92.45 85.47 1,073 101.07 85.76 1,203 Argentine Peso / USD 911.00 Safe Harbour The contents of this presentation are for informational purposes only and for the reader’s personal non-commercial use.”

“In addition, this presentation does not purport to be all-inclusive or to contain all of the information that may be required to make a full analysis of the Company, target entities or proposed transaction.”

“There will be no public offer of securities in the United States.”

Notes

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Regd. Office

1

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. Presentation on Results Q1 FY 2025-26 Key Highlights 01/02. Navigating industry headwinds with Operational Resilience and Strategic Realignment... Financial Highlights Macro Environment Business Highlights Revenue1 Rs 30,212 crores EBITDA2 Rs 2,466 crores PAT3 (Concern Share) Rs 667 crores While Emerging markets continue to grow; Developed markets facing pressures due to structural challenges Compounded by evolving global trade environment creating a dynamic operating backdrop Production recalibration due to evolving powertrain mix Revenue outpaced Industry • Contributed by well-executed M&As and resilient organic business. • Demonstrating the strength of our well-diversified business model Transitory Impact on Profitability • Tar

Notes

1. 2. 3. 4. Revenue from operations EBITDA is Profit / (Loss )before exceptional items + Finance cost + amortization expenses & depreciation expenses-interest income – dividend income Normalized PAT considered, please refer slide 10 for details Please refer to the disclosure made on this topic in April 2025. : (https://www.motherson.com/storage/Corporate%20Announcements/FY2025-26/Disclosure_Release.11.04.25.pdf) 2 Key Highlights 02/02. ….While sustaining focus on growth and maintaining disciplined financial management. Other Highlights Net Leverage Ratio at 1.1x Expanded working capital and transitory cost impact Capex of INR 1,208 Crs (49% of EBITDA) Capex remains measured whilst growth priorities stay intact, Status of Greenfields 03 Greenfields operationalized during the quarter 3 2 New Strategic Partnerships Macauto (Taiwan); Roof and window sunshade systems Manual to powered systems, catering to entry-level to premium segments with ample insourcing opportunity from the global inte

Notes

Change in SOP date compared to what was announced earlier due to change in customer production schedules Leverage increased due to expanded working capital on account of volatility in the business environment and FX fluctuations. Leverage Ratio1,2 Financial Policy 2.5x 1.9 1.7 1.5 1.4 15,938 15,105 16,019 12,943 1.4 10,080 35,00 0 30,00 0 25,00 0 20,00 0 15,00 0 10,00 0 5,000 - 1.0 1.0 0.9 1.1 11,594 10,554 9,791 11,228 2.0 1.8 1.6 1.4 1.2 1.0 0.8 0.6 0.4 0.2 - Jun-23 Sep-23 Dec-23 Mar-24 Jun-24 Sep-24 Dec-24 Mar-25 Jun-25 Trade working capital further inflated tariff related uncertainties Net Debt increase in INR terms due to sharp forex volatility

Notes

1. 12 2. Leverage ratio = Effective Net Debt / LTM EBITDA. Please refer to Slide 17 for definition of Effective net debt. CCD related debt has not been considered as it is a mandatorily convertible instrument without any actual payout of this debt, except for the contracted coupon rate For less than 1 year old acquired assets, LTM EBITDA is considered for a like for like comparison for all the quarters starting December 2023. Effective Net Debt Leverage Ratio Divisional Performance. Business divisions delivering solutions to our customers. 01 Wiring Harness 02 Vision Systems 03 Modules & Polymer Products 04 Integrated Assemblies 05 Emerging Businesses 05 Elastomers 06 Lighting & Electronics 07 Precision Metals & Modules 08 Technology & Industrial Solutions 09 Aerospace 10 Logistics Solutions 11 Health & Medical 12 Services 14 Business Division Wise Financial Performance1 : Q1FY26 vs Q1FY25. Wiring Harness. Revenues Modules and Polymer Products. Revenues Vision Systems. Revenues Integra

Notes

1. Divisional numbers reported are including 100% of joint ventures and associates which are accounted as per equity method (Economic Revenue) Summary of divisional financial performance. Business Division FY25 Q1FY25 Q1FY26 Revenue EBITDA EBITDA % Revenue EBITDA EBITDA% Revenue EBITDA Wiring Harness 32,861 3,873 11.8% 8,326 975 11.7% 8,640 4,580 1,950 1,165 1,452 7.7% 15,193 1,317 10.0% 11.5% 12.7% 4,997 2,523 2,591 474 256 317 8.7% 9.5% 10.1% 12.2% 19,506 10,109 11,418 (4,755) 83 (1,233) (55) 983 958 473 321 309 (58) 15,008 5,137 2,819 3,702 (1,203) Modules & Polymer Products 59,806 Vision Systems Integrated Assemblies Emerging Businesses1 Less: Eliminations/ Intersegment Sales/Unallocated Reported including JVs/ (Economic Value2) Less: JVs consolidated as per equity method3 128,945 13,103 10.2% 32,397 3,284 10.1% 34,103 2,986 8.8% (15,283) (2,226) (3,529) (499) (3,891) (520) (all figures are Rs. in Crores) EBITDA % 11.4% 6.4% 9.2% 11.4% 8.4% Reported 113,662 10,877 9.6% 28,868 2,785

Notes

1. Emerging businesses include – Elastomer, Lighting and electronics, Precision Metals and Modules, Services, Aerospace, Health and Medical, Logistics Solutions and Technology and Industrial Solutions. 2. Divisional numbers include 100% of joint ventures and associates which are accounted as per the equity method (Economic Revenue) 3. Data for JVs consolidated as per equity method is net of intercompany transactions. 16 Consolidated Debt Status, Reference Rates, and Notes. (all figures are Rs. in Crores) A. Net Debt including Lease liabilities. Copper Rates. Rs. In Crores Gross Debt Cash & Bank Mar-23 Jun-23 Sep-23 Dec-23 Mar-24 Jun-24 Sep-24 Dec-24 Mar-25 Jun-25 12,166 12,546 19,228 19,186 17,351 20,114 22,819 16,354 14,644 17,990 4,692 4,235 5,812 6,636 6,979 6,744 12,323 6,821 5,931 8,223* Net Debt 7,474 8,311 13,416 12,550 10,372 13,370 10,496 9,533 8,713 9,767 1,627 1,769 2,522 2,555 2,571 2,649 2,598 2,521 2,578 2,961 Add Lease liability Less CCD Effective Net Debt 9,101 10,080 1