Samvardhana Motherson International Limited delivered strong financial performance in Q3FY26, with the Board of Directors approving the unaudited consolidated and standalone financial results for the quarter and nine months ended December 31, 2025, at their meeting held on February 10, 2026.

Board Meeting and Regulatory Compliance

The Board meeting commenced at 1000 Hours (IST) and concluded at 1345 Hours (IST) on February 10, 2026. Pursuant to Regulation 33 and Regulation 52 of SEBI LODR, the company submitted comprehensive financial documentation including unaudited standalone and consolidated financial results, limited review reports, performance presentation, and press release to BSE Limited and National Stock Exchange of India Limited.

Strong Revenue Growth Across Operations

The company demonstrated robust operational performance with total revenue from operations reaching ₹31,409.39 crores in Q3FY26, representing a significant 13.5% increase from ₹27,665.92 crores in Q3FY25. This growth was primarily driven by revenue from contracts with customers, which rose to ₹31,185.29 crores from ₹27,231.61 crores in the previous year.

For the nine-month period, total revenue from operations stood at ₹91,794.36 crores compared to ₹84,345.74 crores in the corresponding period of the previous year, marking an 8.8% year-on-year growth.

Profitability Performance

Net profit for Q3FY26 reached ₹1,072.27 crores, up 8.9% from ₹984.35 crores in Q3FY25. However, the company's profitability was impacted by exceptional expenses of ₹46.48 crores during the quarter, primarily related to new Labour Code compliance requirements and operational restructuring costs.

Segment-wise Performance Analysis

The company's diversified business portfolio showed mixed performance across segments. The Modules and Polymer Products segment led revenue generation with ₹15,775.29 crores in Q3FY26, while the Wiring Harness segment contributed ₹9,082.61 crores.

Exceptional Items and Operational Challenges

The company faced exceptional expenses totaling ₹46.48 crores in Q3FY26 and ₹219.13 crores for the nine-month period. These expenses primarily comprised ₹33.3 crores related to reassessment of Employee Benefits obligations following the notification of four new Labour Codes effective November 21, 2025. Additionally, ₹13.2 crores in Q3FY26 and ₹185.8 crores for the nine-month period were attributed to phased operational restructuring at certain units, primarily located in Europe.

Balance Sheet and Financial Position

The company maintained a strong financial position with total segment assets of ₹101,291.66 crores as of December 31, 2025, compared to ₹87,769.94 crores in the previous year. The debt-equity ratio stood at 0.46 times, while the current ratio was maintained at 1.05 times.

Corporate Actions and Strategic Initiatives

The company successfully implemented a bonus share issue during the period, with shareholders approving the issuance of one bonus equity share for every two existing shares on July 7, 2025. The paid-up capital increased to ₹1,055.44 crores with 10,554,442,601 equity shares of ₹1 each.

Additionally, the Board and shareholders approved an Employee Stock Option Plan (ESOP) scheme, with the company constituting an Employees Welfare Trust on September 30, 2025. The Trust acquired 1,50,00,000 equity shares from the secondary market during the quarter.

Earnings Conference Call Recording Available

Following the disclosure letter dated January 23, 2026, regarding the schedule of earnings conference call on the unaudited financial results, the company has uploaded the audio recording of the conference call on its website at www.motherson.com under the section 'Investor Section / Analyst Call Transcripts'. This disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Samvardhana motherson international Limited has officially announced the commencement of its tender offer for acquiring a majority stake in Japanese automotive components manufacturer Yutaka Giken Co., Ltd. The tender offer, scheduled to begin on February 9, 2026, marks a crucial milestone in the company's strategic acquisition plan.

Acquisition Structure and Timeline

The acquisition is being executed through Motherson Global Investments B.V., an indirect wholly owned subsidiary of Samvardhana Motherson International Limited. The transaction involves acquiring an 81% stake with voting rights in Yutaka Giken Co., Ltd. and an 11% stake in Shinnichi Kogyo Co., Ltd.

Target Company Profile

Yutaka Giken Co., Ltd. is a company incorporated under Japanese law and maintains a listing on the Tokyo Stock Exchange. The company operates in the automotive components sector, making it a strategic fit for Motherson's global automotive business portfolio. Shinnichi Kogyo Co., Ltd., the secondary acquisition target, operates as a subsidiary of Yutaka Giken with 62% ownership held by the parent company.

Regulatory Compliance and Approvals

The tender offer launch follows the completion of necessary regulatory procedures across multiple jurisdictions. The company has obtained required approvals and completed procedures under competition laws in several key markets:

• China
• Brazil
• Mexico
• Japan
• United States

This comprehensive regulatory clearance demonstrates the global scope of the transaction and the companies' international operations.

Previous Disclosures and Communication

Samvardhana Motherson International Limited initially disclosed this acquisition plan on August 29, 2025, providing stakeholders with advance notice of the strategic transaction. The company subsequently updated the market on January 30, 2026, outlining key transaction steps and regulatory requirements. The current announcement represents the execution phase of the previously disclosed acquisition strategy.

The company has committed to providing separate intimation regarding the tender offer outcome upon completion, ensuring continued transparency with stakeholders and regulatory authorities throughout the acquisition process.