Samvardhana Motherson International Limited (SAMIL) has announced a delay in its planned acquisition of a 28.15% stake in HR Dhauliganga Private Limited (HRDPL). The company has revised its timeline, now expecting to complete the transaction in the third quarter of the financial year 2025-26.

Acquisition Update

In a regulatory filing dated September 26, 2025, SAMIL provided an update on the acquisition disclosure originally made on June 19, 2025. The company cited ongoing completion of condition precedents as the reason for the delay. Initially, the stake acquisition was expected to be finalized by the second quarter of FY26.

Background of the Deal

The stake acquisition is part of SAMIL's strategy to comply with regulatory requirements for captive power generation and consumption under Electricity Laws. HRDPL, the target company, is a special purpose vehicle established by Hinduja Renewables Energy Private Limited.

Power Delivery Agreements

The acquisition is linked to Power Delivery Agreements that SAMIL and its subsidiaries had executed with HRDPL. These agreements, approved on June 19, 2025, are aimed at enhancing the company's power generation and consumption capabilities.

Implications for Investors

While the delay in acquisition might affect short-term plans, it demonstrates SAMIL's commitment to regulatory compliance and strategic expansion in the energy sector. Investors and stakeholders will be keenly watching the progress of this transaction as it unfolds in the coming quarters.

Trading Window Closure

In a separate announcement, SAMIL also informed about the closure of the trading window for designated persons, including Promoters, Directors, Key Managerial Personnel, and their connected persons. The trading window will remain closed from October 1, 2025, to November 15, 2025, in preparation for the declaration of unaudited financial results for the second quarter and half-year ending September 30, 2025.

Samvardhana Motherson International Limited continues to keep its stakeholders informed about significant corporate actions and regulatory compliance measures, maintaining transparency in its operations.

Samvardhana Motherson International Limited , a key player in the automotive components industry, may face challenges as the United States imposes a 25% tariff on truck imports from other countries. This development is particularly significant for the company, which supplies parts to Daimler Trucks.

Tariff Impact

The newly imposed 25% tariff on truck imports by the USA could have ripple effects throughout the global automotive supply chain. Samvardhana Motherson, as a supplier to Daimler Trucks, might experience indirect consequences from this policy change. The tariffs could potentially lead to:

• Increased costs for truck manufacturers importing to the US market
• Possible reduction in demand for imported trucks
• Potential pressure on suppliers to adjust pricing or production

Company Overview

Samvardhana Motherson International Limited, headquartered in Noida, India, is a diversified auto components manufacturer with a global presence. The company has established itself as a significant player in the automotive supply chain, with partnerships extending to major international vehicle manufacturers.

Recent Corporate Developments

In a recent corporate development, Samvardhana Motherson appointed Mr. Dinesh Kumar Khara as an Additional Director and Non-Executive Independent Director for a five-year term, subject to shareholder approval.

Mr. Khara brings extensive experience to the board, having served as the Chairman of State Bank of India. His background in banking and finance could provide valuable insights as the company navigates potential challenges in the global automotive market.

Looking Ahead

As the situation develops, stakeholders will be watching closely to see how Samvardhana Motherson adapts to the changing international trade landscape. The company's ability to navigate these challenges may depend on its strategic response and the overall impact of the tariffs on the global automotive industry.

Investors and industry observers are advised to monitor further announcements from Samvardhana Motherson and its key customers, particularly Daimler Trucks, for a clearer picture of how the US tariffs might affect the company's operations and financial performance in the coming months.