This document is a regulatory filing submitted to the National Stock Exchange of India Limited and BSE Limited. It contains the investor presentation and press release for the un-audited financial results of Motherson Sumi Wiring India Limited for the second quarter and half year ended September 30, 2026, which were approved by the Board of Directors in a meeting held on October 30, 2026.

Performance Highlights

Quarterly Performance (YoY - Q2 FY27 vs Q2 FY26):

  • Revenue: ₹2,762 crore (Q2 FY26) to ₹4,054 crore (Q2 FY27), growth of 47%
  • EBITDA: ₹280 crore (Q2 FY26) to ₹374 crore (Q2 FY27), growth of 34%
  • PAT: ₹165 crore (Q2 FY26) to ₹223 crore (Q2 FY27), growth of 35%

Quarterly Performance (QoQ - Q2 FY27 vs Q1 FY27):

  • Revenue: ₹3,407 crore (Q1 FY27) to ₹4,054 crore (Q2 FY27), growth of 19%
  • EBITDA: ₹258 crore (Q1 FY27) to ₹374 crore (Q2 FY27), growth of 45%
  • PAT: ₹145 crore (Q1 FY27) to ₹223 crore (Q2 FY27), growth of 54%

Half-Yearly Performance (H1 FY27 vs H1 FY26):

  • Revenue: ₹5,256 crore (H1 FY26) to ₹7,461 crore (H1 FY27), growth of 42%
  • EBITDA: ₹524 crore (H1 FY26) to ₹632 crore (H1 FY27), growth of 21%
  • PAT: ₹308 crore (H1 FY26) to ₹369 crore (H1 FY27), growth of 20%

Operational and Industry Context

  • The robust growth was attributed to continued customer trust, premiumization-led higher content per vehicle, and new wins for both EV and ICE models.
  • The performance remained resilient despite headwinds from higher copper prices and other cost inflationary pressures.
  • Timely expansion and ramp-up of Greenfields projects helped support higher customer volumes.
  • The company maintained a consistent focus on financial prudence with disciplined working capital management.
  • The passenger vehicle industry volume growth was 25% YoY and 14% QoQ.
  • EV share of revenues was 10% for Q2 FY27 and 9.3% for H1 FY27.

Debt and Financial Position

Figures in INR Crores

| Particulars | 31st Mar 2025 | 31st Mar 2026 | 30th Sep 2026 |

| Working Capital/short term debt | 9 | 10 | 101 |

| Less: cash and bank balance | 14 | 66 | 43 |

| Net Debt | (5)* | (56) | 58 |

| Lease liabilities (Ind AS 116) | 259 | 223 | 195 |

| Total Net Debt, including lease liabilities | 254 | 167 | 253 |

Commodity and Forex Reference Rates

Copper Prices:

  • Q2 FY26: LME Copper $9,792/MT | INR 929/KG
  • Q1 FY27: LME Copper $13,324/MT | INR 1,348/KG
  • Q2 FY27: LME Copper $14,121/MT | INR 1,430/KG

Copper prices increased approximately 6% QoQ and 54% YoY.

Exchange Rates (Average):

  • Japanese Yen/Rupee: 0.592 (Q2 FY26), 0.594 (Q1 FY27), 0.600 (Q2 FY27)
  • USD/Rupee: 87.32 (Q2 FY26), 94.66 (Q1 FY27), 95.66 (Q2 FY27)
  • Euro/Rupee: 102.03 (Q2 FY26), 110.03 (Q1 FY27), 109.97 (Q2 FY27)

Forward-Looking Statements and Cost Recovery

The presentation includes a safe harbour statement noting that it contains forward-looking statements based on management's beliefs, which involve known and unknown risks and uncertainties.

The company explicitly stated that constructive discussions continue with customers to recover cost increases and maintain business momentum.

#Tags: #MothersonSumiWiring #Q2Results #Earnings #SEBIDisclosure #FinancialUpdate #Neutral