Samvardhana Motherson International Limited delivered a record-setting financial performance in FY26, achieving consolidated revenue from operations of INR 1,261,037 million — marking the first time in the Company's history that revenues crossed the INR 1.25 trillion threshold. The 11% year-on-year growth was achieved against a challenging backdrop of subdued global automotive production, geopolitical disruptions, and commodity cost pressures, underscoring the resilience of the Group's diversified business model.

Record Financial Performance in FY26

The Group's key consolidated financial metrics for FY26 reflect broad-based growth across revenues, profitability, and balance sheet strength. The following table summarises the headline financial results:

Revenue from contracts with customers increased by INR 124,820 million, or 11%, reaching INR 1,250,229 million for the fiscal year ended March 31, 2026. Finance costs declined 14% year-on-year to INR 16,244 million, reflecting the improving quality of the balance sheet. The Group's net cash generated from operating activities was INR 112,840 million for FY26, compared to INR 62,862 million in FY25, driven by improved working capital conversion.

Divisional Performance Overview

All five business segments contributed to the Group's growth in FY26. The following table presents segment-level revenue and EBITDA:

The Emerging Businesses segment delivered 50% year-on-year revenue growth, reaching INR 170,716 million from INR 114,180 million in FY25. Within this segment, the Consumer Electronics business grew approximately 7.5x year-on-year and achieved EBITDA profitability in its first full year of operations. The Aerospace division delivered 40% year-on-year revenue growth, with revenues increasing from INR 2,451 million in FY23 to INR 24,472 million in FY26 — nearly 10x growth over three years — and an order book of USD 1.6 billion.

Strategic Acquisitions and Partnerships

FY26 was an active year for inorganic growth, with the Group completing and announcing several landmark transactions:

• Nexans Autoelectric: In December 2025, the Group entered exclusive negotiations to acquire 100% of the wiring harness business of Nexans Autoelectric GmbH, including Elektrokontakt GmbH. The transaction is expected to close in H1 FY27 and significantly expands the Group's global passenger vehicle wiring harness capabilities across Europe and North America.
• Yutaka Giken Co., Ltd. (YGCL): The Group announced the acquisition of an 81% stake with voting rights in YGCL, a company listed on the Tokyo Stock Exchange, deepening its relationship with Honda Motor. Yutaka's expertise in motor rotors and stators, braking systems, drive systems, and thermal management systems positions the Group well for the EV transition.
• Hellmann Worldwide Logistics JV: In March 2026, the Group formed a joint venture with Hellmann Worldwide Logistics SE & Co. KG to deliver integrated third-party and fourth-party logistics (4PL) solutions globally.
• Rubbertec Group: The Group acquired the business and assets of Rubbertec Group, engaged in rubber linings, mining hose, and wear-related components, primarily serving the mining resources industry in Australia.

Balance Sheet Strength and Capital Allocation

The Group's net leverage ratio reached an all-time low of 0.8x Net Debt to EBITDA in FY26, significantly below the stated policy threshold of 2.5x. Net Debt stood at INR 98,113 million (including lease liability and excluding compulsorily convertible debentures). The Group maintained a liquidity buffer of approximately INR 147,600 million as of March 31, 2026. Capital expenditure of INR 59,106 million — the highest in the Group's history on an annual basis — was directed primarily toward non-automotive segments, including Consumer Electronics, Aerospace, and Greenfield facilities in India, Poland, Morocco, and the UAE. In June 2025, the Company raised INR 20,250 million through Listed, Unsecured, Redeemable, Non-Convertible Debentures on a private placement basis, primarily for refinancing existing debt.

Vision 2030 Progress and Outlook

The Group's gross revenues for FY26 stood at INR 1,940,095 million (equivalent to USD 22.9 billion at a constant currency exchange rate of USD 1 = INR 84.55), advancing from USD 21.2 billion in FY25. The Group's long-term Vision 2030 targets a gross revenue of USD 108 billion by FY30, a 40% ROCE across businesses, and continuation of the 3CX10 diversification framework — ensuring no single customer, component, or country contributes more than 10% of revenues. Group ROCE for FY26 was 17.4% (including full capital employed and EBIT of all JVs and associates), with the moderation reflecting deliberate forward-looking investments. The Board recommended a final dividend of INR 0.25 per equity share for FY26, in addition to the interim dividend of INR 0.35 per share already paid, bringing the total FY26 dividend to INR 0.60 per equity share. The combined payout represents a dividend payout ratio of 16.4% of consolidated profits.

39th Annual General Meeting — Newspaper Notice

Pursuant to Regulation 30 read with Schedule III (Part A) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Samvardhana Motherson International filed copies of newspaper clippings published on July 8, 2026, with the stock exchanges. The notice of the 39th Annual General Meeting and e-voting information was published in the following editions:

The filing was signed by Company Secretary Alok Goel on July 9, 2026.

Samvardhana Motherson International Limited has agreed to issue a corporate guarantee for a term facility availed by its indirect wholly owned subsidiary, Motherson Global Investments B.V. The guarantee supports a facility aggregating up to EUR 60,000,000 entered into with Sumitomo Mitsui Banking Corporation on July 09, 2026. The company’s potential liability under the guarantee is capped at 105% of the facility amount, totaling EUR 63,000,000.

The agreement stipulates that the guarantee will become effective within six months from the date of disbursement of the first tranche of the loan. This effectiveness is contingent upon the completion of agreed conditions subsequent as per the agreement. The maximum validity of the guarantee extends up to October 31, 2031.

Key Details of the Facility

The disclosure was made to the National Stock Exchange of India Limited and BSE Limited under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing confirmed that there is no impact of the guarantee on the consolidated financial statements of the company since the facility is availed by a wholly owned subsidiary.

The company confirmed that promoters, promoter group, or group companies have no interest in this transaction.