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BSE Auto Sector Regulatory Filings — August 06, 2026

India BSE AUTO

By Gunpowder Editorial ·

5 high priority 13 medium priority 18 total filings analysed

Executive Summary

The Indian auto sector is showing robust revenue growth, with key players like Samvardhana Motherson, Apollo Tyres, and Exide Industries posting double-digit YoY increases, but margin pressures are evident across the board due to input cost inflation and geopolitical disruptions.

Management sentiment is mixed, with Apollo Tyres' CFO resignation raising governance concerns, while Samvardhana Motherson's aggressive M&A strategy and TVS Motor's African EV expansion signal growth ambitions. Capital allocation remains shareholder-friendly, with Hero MotoCorp and MRF declaring substantial dividends. Forward-looking data indicates a busy catalyst calendar, including Ashok Leyland's earnings call and expected government tender pick-up in H2. The sector is navigating a demand recovery with cautious optimism, as companies invest in future technologies like EVs and aerospace while managing near-term cost headwinds.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: Corporate governance · Company update · M&A

Tracking the trend? Catch up on the prior BSE Auto Sector Regulatory Filings digest from July 30, 2026.

Investment Signals (11)

  • Samvardhana Motherson ↓ (BULLISH)
    ▲

    Q1 FY27 revenue hit record ₹35,244 Cr (+17% YoY), EBITDA up 26% to ₹3,104 Cr, normalized PAT up 55% to ₹1,032 Cr, with leverage at lowest-ever 0.8x

  • Apollo Tyres ↓ (BULLISH)
    ▲

    Q1 FY27 revenue grew 12.8% YoY to ₹73,978 Cr, net profit surged to ₹3,489 Cr from ₹129 Cr, driven by exceptional income and APMEA strength

  • Exide Industries ↓ (BULLISH)
    ▲

    Q1 FY27 standalone revenue +17.6% YoY, EBITDA +19.5% YoY to ₹655 Cr, with automotive OEM growing 25% YoY for third consecutive quarter

  • Hero MotoCorp ↓ (BULLISH)
    ▲

    FY26 revenue at record ₹46,830 Cr, EBITDA ₹6,871 Cr, PAT ₹5,268 Cr, with interim dividend of ₹110 and final dividend of ₹75 per share

  • TVS Motor ↓ (BULLISH)
    ▲

    Launched iQube electric scooter in Kenya, first Indian OEM to do so, targeting 15-25% CAGR EV segment in Africa

  • Samvardhana Motherson ↓ (BULLISH)
    ▲

    Completed acquisitions of Nexans Autoelectric and Yutaka Giken in July 2026, expanding wiring harness and powertrain capabilities

  • MRF ↓ (BULLISH)
    ▲

    Declared final dividend of ₹229 per share (2290%), reflecting strong cash generation

  • Apollo Tyres ↓ (BEARISH)
    ▲

    Operating margin contracted to 11.73% in Q1 FY27 from 13.23% YoY, and Europe segment profit plunged 68.4% YoY to ₹152 Cr

  • Samvardhana Motherson ↓ (BEARISH)
    ▲

    Consolidated operating margin declined to 7.5% from 8.6% YoY, and standalone net profit margin fell to 9.16% from 12.88%

  • Apollo Tyres ↓ (BEARISH)
    ▲

    CFO Gaurav Kumar resigned as Whole-time Director, effective Aug 6, 2026, creating leadership uncertainty

  • Samvardhana Motherson ↓ (BEARISH)
    ▲

    PAT declined from ₹3,860 Cr in FY25 to ₹3,803 Cr in FY26, and EBITDA dropped from ₹12,033 Cr to ₹10,877 Cr, despite revenue growth

Risk Flags (9)

Opportunities (9)

Sector Themes (6)

  • Revenue Growth with Margin Compression
    ◆

    4/5 companies (Apollo, Motherson, Exide) reported double-digit YoY revenue growth, but operating margins contracted (Apollo -150 bps, Motherson -110 bps), indicating input cost pressures outweighing scale benefits

  • EV and Future Mobility Focus
    ◆

    TVS Motor's African EV launch and Exide's lithium-ion giga factory highlight sector's pivot to electric vehicles, with companies investing in new technologies to capture future growth

  • Aggressive M&A and Expansion
    ◆

    Samvardhana Motherson completed multiple acquisitions in July 2026 and incorporated a new aerospace subsidiary, signaling a strategy of inorganic growth and diversification

  • Shareholder Returns via Dividends
    ◆

    Hero MotoCorp and MRF declared substantial dividends (₹185 and ₹229 per share respectively), reflecting strong cash flows and commitment to shareholder returns

  • Geopolitical and Input Cost Headwinds
    ◆

    West Asia disruptions and adverse currency movements are elevating input costs, impacting margins across the sector, with companies taking calibrated price adjustments to mitigate

  • Mixed Regional Performance
    ◆

    Apollo Tyres' APMEA growth contrasts with Europe's decline, indicating divergent demand dynamics across geographies, requiring regional-specific strategies

Watch List (8)

Filing Analyses (18)
Hero MotoCorp Limited Corporate Governance positive materiality 7/10

05-08-2026

Hero MotoCorp held its 43rd AGM on August 5, 2026, reporting its highest-ever revenue of ₹46,830 crore, EBITDA of ₹6,871 crore, and PAT of ₹5,268 crore for FY2025-26. The company retained its global leadership as the world's largest motorcycle and scooter manufacturer for the 25th consecutive year, with total sales of 6.47 million (65 lakh) units. However, the filing does not provide prior-period comparisons, so performance trends (YoY growth or decline) cannot be assessed from this document alone.

  • · The AGM was held via Video Conferencing on August 5, 2026 at 11:30 a.m. and concluded at 1:41 p.m.
  • · All resolutions were passed by e-voting, including adoption of financial statements, dividend declaration, re-appointment of directors, and ratification of cost auditors' remuneration.
  • · Interim dividend of ₹110 per share and final dividend of ₹75 per share for FY2025-26 were confirmed.
  • · Dr. Pawan Munjal was re-appointed as Whole-time Director via a special resolution.
  • · The company has strengthened its leadership team with new appointments including CEO Harshavardhan Chitale, CTO Sachin Agrawal, and several other C-level executives.
  • · Strategic investments in Ather Energy and Euler Motors were increased, and a collaboration with Zero Motorcycles was highlighted.
  • · The company is ranked number 1 in India's Two-Wheeler Industry on the Dow Jones Sustainability Index and recognized among TIME Magazine’s Best Companies in Asia-Pacific 2025.
  • · Products received the Red Dot Design Award 2025.
  • · No prior-period comparisons are provided in the filing, so YoY growth/decline for revenue, EBITDA, PAT, and sales volume cannot be determined from this document.
MRF Limited Corporate Governance neutral materiality 30/10

06-08-2026

MRF Limited held its 65th Annual General Meeting on August 6, 2026, via video conferencing, where shareholders approved the adoption of audited financial statements for FY ending March 31, 2026, declared a final dividend of Rs. 229 per share (2290%), and re-appointed directors Varun Mammen and Dr. (Mrs) Cibi Mammen. Additionally, M M Nissim & Co LLP was reappointed as joint statutory auditors for five years, and remuneration for cost auditor J. Karthikeyan was ratified for FY 2026-27. The meeting concluded at 11:41 AM.

  • · 65th Annual General Meeting held on August 6, 2026, via video conferencing.
  • · Final dividend of Rs. 229 per share (2290%) declared for FY ending March 31, 2026.
  • · Re-appointment of Varun Mammen and Dr. (Mrs) Cibi Mammen as directors liable to retire by rotation.
  • · Reappointment of M M Nissim & Co LLP as joint statutory auditors for 5 years (until 70th AGM).
  • · Ratification of cost auditor remuneration for FY 2026-27.
  • · E-voting held from August 1 to August 5, 2026; scrutinizer appointed.
  • · AGM concluded at 11:41 AM.
Maruti Suzuki India Limited Company Update neutral materiality 1/10

06-08-2026

Maruti Suzuki India Limited (MSIL) informed stock exchanges that the transcript of its investors' call held on July 31, 2026, regarding financial results for the quarter ended June 30, 2026, has been uploaded on its website. This is a routine disclosure providing access to the call transcript; no specific financial figures or performance data are included in this filing.

  • · The investors' call was held on 31st July 2026.
  • · The transcript is accessible at: https://www.marutisuzuki.com/corporate/investors/company-updates.
Apollo Tyres Limited Corporate Governance mixed materiality 8/10

06-08-2026

Apollo Tyres Ltd. reported a strong 12.8% YoY increase in consolidated revenue to ₹73,977.90 million for Q1 FY27, with net profit surging to ₹3,488.72 million from ₹128.78 million in the same quarter last year. However, the company also announced the resignation of Whole-time Director Mr. Gaurav Kumar, effective August 6, 2026, though he will continue as CFO for a transition period. While the APMEA segment showed robust growth, the Europe segment's profit declined sharply by 68.4% YoY, indicating mixed performance across geographies.

  • · The Board meeting commenced at 3:30 PM and concluded at 4:40 PM on August 6, 2026.
  • · Mr. Gaurav Kumar's resignation as Whole-time Director is effective from the close of business hours on August 6, 2026, to pursue new personal and professional challenges.
  • · Mr. Gaurav Kumar will continue as CFO for a transition period, after which he will cease to be part of Senior Management/Key Managerial Personnel.
  • · No issue proceeds are pending for utilisation for Non-Convertible Debentures; Regulations 52(7) and 52(7A) are not applicable.
  • · The company's net worth increased to ₹174,237.45 million as of June 30, 2026, from ₹152,882.19 million a year ago.
  • · Debt service coverage ratio improved to 6.33 times for the trailing twelve months ended June 30, 2026, from 1.91 times a year ago.
  • · Interest service coverage ratio declined to 9.56 times in Q1 FY27 from 19.72 times in Q4 FY26.
  • · Current ratio remained stable at 1.31 times as of June 30, 2026.
  • · Inventory turnover ratio decreased to 5.08 times for the trailing twelve months ended June 30, 2026, from 5.39 times a year ago.
  • · Bad debts to accounts receivable ratio increased to 0.10% for the trailing twelve months ended June 30, 2026, from 0.07% a year ago.
Apollo Tyres Limited Corporate Governance mixed materiality 8/10

06-08-2026

Apollo Tyres reported consolidated revenue from operations of ₹73,977.90 million for Q1 FY26 (June 30, 2026), up 12.8% YoY from ₹65,607.59 million in Q1 FY25. Consolidated profit after tax (PAT) surged to ₹3,488.72 million from ₹128.78 million in the prior-year quarter, driven by exceptional items including a ₹247.36 million recovery from IL&FS. However, the Europe segment posted a sharp decline in segment results to ₹151.77 million from ₹481.10 million YoY, and the operating margin contracted to 11.73% from 14.57% in the preceding quarter.

  • · Consolidated operating margin declined to 11.73% in Q1 FY26 from 14.57% in Q4 FY25 and 13.23% in Q1 FY25.
  • · Europe segment results fell sharply to ₹151.77 million in Q1 FY26 from ₹481.10 million in Q1 FY25, a decline of 68.5% YoY.
  • · Consolidated net profit margin improved to 4.72% in Q1 FY26 from 0.20% in Q1 FY25, but down from 8.60% in Q4 FY25.
  • · Exceptional items in Q1 FY26 included a ₹247.36 million recovery from IL&FS and ₹12.00 million in employee reorganisation costs.
  • · The Enschede plant closure resulted in a total exceptional charge of ₹10,001.24 million for FY26, with payout expected in FY27.
  • · Consolidated debt equity ratio remained stable at 0.16 times as of June 30, 2026.
  • · Standalone net profit margin was 5.57% in Q1 FY26 vs 4.70% in Q1 FY25.
  • · Standalone operating margin was 11.99% in Q1 FY26 vs 13.64% in Q1 FY25.
Samvardhana Motherson International Limited Market Update mixed materiality 6/10

06-08-2026

Samvardhana Motherson International Limited released a corporate presentation on August 6, 2026, outlining its evolution into a global D.E.M.A.L. specialist with over 475 facilities in 47 countries and 205,000+ employees. The presentation highlights the company's Vision 2030 five-year plan targeting USD 108 Billion in gross revenues and up to 40% ROCE, while noting that the presentation contains no unpublished price-sensitive information. The filing shows strong historical revenue growth from INR 12 Cr. to INR 1,26,104 Cr. in FY26, but also reveals a decline in PAT from INR 3,860 Cr. in FY25 to INR 3,803 Cr. in FY26, and a drop in EBITDA from INR 12,033 Cr. to INR 10,877 Cr. over the same period.

  • · The company has a financial leverage ratio policy of 2.5x, with the lowest leverage ratio ever recorded at 0.8x.
  • · Net debt stood at INR 12,943 Cr. as of FY26.
  • · The company has added 80+ facilities over 11 years across geographies.
  • · The company has 28 JV partners from 12 countries, with the oldest partnership lasting 43 years.
  • · The company has completed 53 acquisitions since 2002, with recent acquisitions including Nissin (Metal Coating, 2026) and Shenzhen Autocruis Technology (automotive vision systems, 2026).
  • · The company's Vision 2030 targets USD 108 Billion gross revenues, up to 40% consolidated profit as dividend, and diversification under 3CX10 (no single country/customer/component >10% of revenues).
Apollo Tyres Limited Market Notice mixed materiality 8/10

06-08-2026

Apollo Tyres reported a strong Q1 FY27 with consolidated revenue of ₹73,978 million, up 12.8% YoY from ₹65,608 million, and net profit surging to ₹3,489 million from ₹129 million in Q1 FY26, driven by improved operating performance. However, the Europe segment posted a sharp decline in segment results to ₹152 million from ₹481 million YoY, and the overall operating margin contracted to 11.73% from 13.23% a year ago. Additionally, Whole-time Director Gaurav Kumar resigned effective August 6, 2026, though he will continue as CFO for a transition period.

  • · APMEA segment revenue grew 14.5% YoY to ₹55,287 million, while Europe segment revenue grew 10.3% YoY to ₹20,386 million.
  • · APMEA segment results increased 14.0% YoY to ₹4,824 million, but Europe segment results plunged 68.4% YoY to ₹152 million.
  • · Exceptional items for Q1 FY27 were an income of ₹235 million (vs. expense of ₹3,702 million in Q1 FY26), boosting net profit.
  • · Debt service coverage ratio improved to 6.33x from 1.91x a year ago.
  • · Interest service coverage ratio improved to 9.56x from 8.90x a year ago.
  • · Total debts to total assets ratio improved to 8.93% from 10.64% a year ago.
  • · Current ratio remained stable at 1.31x.
  • · Gaurav Kumar resigned as Whole-time Director effective August 6, 2026, but will continue as CFO for a transition period.
Apollo Tyres Limited Market Notice mixed materiality 8/10

06-08-2026

Apollo Tyres reported Q1 FY26 consolidated revenue of ₹73,977.90 million, up 12.8% YoY from ₹65,607.59 million, and net profit of ₹3,488.72 million, a sharp increase from ₹128.78 million in Q1 FY25. However, sequentially, revenue was nearly flat (+0.8% QoQ) and profit declined 44.7% from ₹6,309.73 million in Q4 FY26. The Board also accepted the resignation of Whole-time Director Gaurav Kumar, who will continue as CFO for a transition period.

  • · Exceptional items in Q1 FY26 were an income of ₹235.36 million, compared to an income of ₹3,702.02 million in Q1 FY25 and an expense of ₹4,561.31 million in Q4 FY26.
  • · Debt equity ratio remained stable at 0.16 times as of June 30, 2026.
  • · Net worth increased to ₹174,237.45 million as of June 30, 2026 from ₹167,151.67 million as of March 31, 2026.
  • · Basic EPS (not annualised) for Q1 FY26 was ₹5.52, up from ₹0.20 in Q1 FY25 but down from ₹9.97 in Q4 FY26.
  • · The Board meeting commenced at 3:30 PM and concluded at 4:40 PM on August 6, 2026.
  • · Mr. Gaurav Kumar's resignation as Whole-time Director is effective from close of business on August 6, 2026; he will continue as CFO for a transition period.
Samvardhana Motherson International Limited Merger/Acquisition neutral materiality 3/10

06-08-2026

Samvardhana Motherson International Limited has incorporated an indirect wholly owned subsidiary, Motherson Aerospace Group Holdings Company B.V., in the Netherlands on August 5, 2026. The subsidiary will focus on the aerospace, defence, and security sectors, including development, manufacturing, and trading of related products and systems. The initial subscribed share capital is EUR 100, divided into 10,000 shares of EUR 0.01 each, with no financial consideration or regulatory approvals required for the incorporation.

  • · The subsidiary is incorporated under the laws of the Netherlands.
  • · The subsidiary is an indirect wholly owned subsidiary via SMAST B.V., which is itself an indirect wholly owned subsidiary of the listed entity.
  • · The subsidiary is classified under the Aerospace and Advance Systems industry.
  • · No governmental or regulatory approvals were required for the incorporation.
  • · The consideration is not applicable as it is a new incorporation, not an acquisition.
TVS Motor Company Limited Company Update positive materiality 6/10

07-08-2026

TVS Motor Company launched its premium electric scooter, the TVS iQube, in Kenya, marking its entry into the African market and becoming the first Indian OEM to introduce a premium electric scooter in Africa. The launch includes two variants (iQube 3.5 and iQube 2.2) with ranges of 115 km and 75 km respectively, and is supported by Car & General's after-sales network. While the overall African two-wheeler market is growing at 7-10% CAGR through 2030, the electric two-wheeler segment is growing faster at 15-25% CAGR, though EV penetration remains low.

  • · TVS iQube 3.5: 4.6 kW peak power, 3.5 kWh battery, 115 km range, 82 km/h top speed, 0-40 km/h in 4.2s, 140 Nm torque, 32L under-seat storage, 2h55m charging (0-80%).
  • · TVS iQube 2.2: 4.6 kW peak power, 2.2 kWh battery, 75 km range, 75 km/h top speed, 0-40 km/h in 4.2s, 140 Nm torque, 30L under-seat storage, 2h charging (0-80%).
  • · TVS iQube features: 5-inch digital cluster, Bluetooth and cloud-enabled connected features (Turn-by-Turn Navigation, Geofencing, Ride and Charging statistics), BMS-controlled protection, IP67 waterproofing.
  • · TVS Motor has four manufacturing facilities in India and Indonesia, operates in 90 countries, and has won the Deming Prize.
  • · TVS Motor ranked No. 1 in J.D. Power Customer Service Satisfaction Survey for four consecutive years.
Hyundai Motor India Limited Analyst/Investor Meet neutral materiality 1/10

06-08-2026

Hyundai Motor India Limited has published the transcript of its earnings conference call for the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The filing is a procedural disclosure under SEBI regulations, providing access to the detailed call transcript on the company's website. No specific financial figures or performance metrics are included in this filing.

Samvardhana Motherson International Limited Analyst/Investor Meet neutral materiality 1/10

06-08-2026

Samvardhana Motherson International Limited has informed the stock exchanges that an audio recording of its earnings conference call for the quarter ended June 30, 2026, is now available on the company's website. This is a routine procedural disclosure under SEBI regulations and contains no financial results or performance data.

  • · The earnings conference call covered the unaudited standalone and consolidated financial results for the quarter and three months ended June 30, 2026.
  • · The audio recording is available under the 'Investor Section / Analyst Call Transcripts' section of the company's website.
Samvardhana Motherson International Limited Corporate Governance neutral materiality 5/10

06-08-2026

Samvardhana Motherson International Limited reported unaudited consolidated financial results for the quarter ended June 30, 2026. The Group's subsidiaries contributed total revenues of ₹15,759.92 Crore and net profit after tax of ₹830.73 Crore, while joint ventures added net profit of ₹46.22 Crore. The filing also notes the dissolution of two subsidiaries and the merger of two others during the quarter, indicating ongoing corporate restructuring.

  • · The Board meeting commenced at 0800 Hours (IST) and concluded at 1130 Hours (IST) on August 06, 2026.
  • · Two subsidiaries were dissolved during the quarter: SMRC Automotive Interior Modules Croatia d.o.o (effective April 11, 2026) and Samvardhana Motherson Reflectec Group Holdings Limited (effective April 10, 2026).
  • · Two mergers occurred: SMR Automotive Operations Japan K.K. merged with Misato Industries Co. Ltd. on May 21, 2026, and Modulos Ribera Alta S.L.U. merged with Celulosa Fabril SA effective April 14, 2026.
  • · Samvardhana Motherson Innovative Autosystems B.V. & Co. KG merged with SMIA Technology Germany GmbH effective April 2, 2026.
Samvardhana Motherson International Limited Market Update mixed materiality 8/10

06-08-2026

Samvardhana Motherson International Limited reported consolidated revenue from operations of ₹18,257.97 Crore for Q1 FY26 (June 30, 2026), up 13.9% YoY from ₹16,021.00 Crore in Q1 FY25. Consolidated profit for the period (PAT) rose 14.5% YoY to ₹1,038.99 Crore from ₹907.04 Crore. However, the consolidated operating margin declined to 7.5% from 8.6% in the prior year quarter, and the standalone net profit margin fell sharply to 9.16% from 12.88%.

  • · The Group completed acquisition of the remaining 81% equity stake in Nissin Advanced Coating Indo Co. Limited on April 30, 2026, making it a wholly owned indirect subsidiary.
  • · Post quarter-end, the Group acquired the business of Nexans Autoelectric GmbH and its foreign subsidiaries on July 16, 2026, and a 81% stake in Yutaka Giken Co., Ltd. (and 11% in Shinnichi Kogyo Co., Ltd.) on July 21, 2026.
  • · On August 6, 2026, the Group acquired the remaining 25% stake in Vacuform 2000 (Proprietary) Limited, making it a wholly owned indirect subsidiary.
  • · Consolidated debt-equity ratio improved to 0.40 times from 0.60 times a year ago.
  • · Consolidated net profit margin declined to 5.7% from 5.7% (flat) — actually 5.69% vs 5.66% (marginal improvement).
  • · Standalone operating margin fell to 9.76% from 10.85% YoY.
  • · Interest on Compulsorily Convertible Debentures (CCD) aggregated to ₹88.15 Crore for the quarter ended June 30, 2026.
  • · The Group added 4 new subsidiaries during the quarter: Motherson Digital Technologies Limited, Nissin Advanced Coating Indo Co. Limited, and two others.
Samvardhana Motherson International Limited Market Notice mixed materiality 8/10

06-08-2026

Samvardhana Motherson International Limited reported its highest-ever quarterly revenue of Rs 35,244 Crore for Q1 FY27, up 17% YoY, with EBITDA rising 26% to Rs 3,104 Crore and Normalized PAT (Concern Share) up 55% to Rs 1,032 Crore. Growth was driven by strong performance across businesses, especially Wiring Harness and Emerging Businesses, despite input cost inflation from rising copper and crude prices. However, the Modules and Polymer Products division saw soft demand with only 11% YoY revenue growth and margin pressure, while Integrated Assemblies grew just 5% YoY, reflecting near-term demand headwinds. The company also announced a new acquisition (Shenzhen Autocruis) and completed two acquisitions (Nexans Autoelectric and Yutaka Giken) during the quarter.

  • · Lowest-ever net leverage ratio at 0.8x, down from 0.9x in Mar-26
  • · Effective net debt increased to Rs 12,943 Crore as of Jun-26 from Rs 9,757 Crore in Mar-26
  • · Capex of INR 1,614 Crore represents 52% of EBITDA, within the reduced FY27 guidance of Rs 6,000Cr (+/-10%)
  • · Copper prices rose ~40% YoY and aluminium ~45% YoY; World Container Index up 83% QoQ due to Middle East crisis
  • · Global Light Vehicle production declined 1.4% YoY, while India grew 12.8% YoY
  • · Modules and Polymer Products EBITDA margin improved ~50 bps YoY despite soft demand
  • · Wiring Harness margins impacted by copper inflation and denominator effect of pass-through
  • · Nexans Autoelectric integration to strengthen global presence from Q2FY27 onwards
  • · 13 facilities at different stages of completion, with 3 plants operationalized during the quarter
  • · Emerging markets are the focal point of organic growth, with ~60% of capex on non-auto businesses
Exide Industries Limited Analyst/Investor Meet mixed materiality 8/10

06-08-2026

Exide Industries reported a strong Q1 FY27 with standalone revenue growth of 17.6% YoY and EBITDA of INR655 crore, up 19.5% YoY, with EBITDA margin expanding 20 bps YoY to 12.4%. All major businesses recorded double-digit growth, led by automotive OEM (third consecutive quarter of 25% YoY growth), home UPS, solar (highest-ever quarterly revenue of INR400 crore+), and industrial infrastructure ex telecom. However, government tenders remained muted during the quarter, and input costs stayed elevated due to West Asia disruptions and adverse currency movement. The company's lithium-ion giga factory in Bangalore commenced customer sample deliveries for NCM cylindrical and LFP prismatic cells, with revenue expected to commence during FY27.

  • · Government tenders remained muted during the quarter, though expected to pick up in H2.
  • · Input costs remained elevated due to West Asia disruptions and adverse Rupee movement.
  • · The company has taken calibrated price adjustments to partially offset input cost pressures.
  • · Automotive OEM business marked its third consecutive quarter of 25% YoY growth, albeit on a low base.
  • · Exports grew 20%+ on a low base after 5 consecutive quarters of decline.
  • · The company remains debt-free with strong operating cash flows.
  • · Cumulative investment in Exide Energy Solutions Limited stood at INR4,902 crore as of 31st July, including INR100 crore in July.
  • · The Bangalore giga factory has all 4 production lines installed and utility fully operational.
  • · First NCM cylindrical line commenced customer sample deliveries; LFP prismatic line started sample supplies for 3-wheeler and telecom.
  • · Multiple BIS standards registrations completed.
  • · Revenue from Bangalore plant expected to commence during FY27.
  • · China's export VAT rebate on cells reduced from 9% to 6%, and will be removed entirely from 1st January 2027.
  • · Chinese battery manufacturers are currently fully loaded due to domestic EV demand, reducing appetite for export dumping.
  • · Home inverter business accounts for 15% to 25% of revenue depending on season.
  • · Q1 is historically the strongest quarter for Exide due to inverter battery season.
  • · Last year's Q1 had an early monsoon onset, which did not support inverter battery demand.
Samvardhana Motherson International Limited Market Notice positive materiality 8/10

06-08-2026

Samvardhana Motherson International Limited (SAMIL) reported its highest-ever quarterly revenue of INR 35,244 Crore for Q1 FY27 (quarter ended June 30, 2026), a 17% YoY growth, driven by strong performance across businesses. EBITDA stood at INR 3,104 Crore and normalized PAT at INR 1,032 Crore, reflecting resilient profitability despite input cost inflation and geopolitical challenges. The company maintained a comfortable leverage ratio of 0.8x and completed two acquisitions in July 2026, while also announcing a new acquisition during the quarter.

  • · Leverage ratio at 0.8x, described as lowest-ever level.
  • · Capex of INR 1,614 Crore in Q1 FY27, in-line with yearly guidance of INR 6,000 Crore +/- 10%.
  • · Acquisition of Shenzhen Autocruis announced during the quarter; acquisitions of Wiring Harness business of Nexans Autoelectric and Yutaka Giken completed in July 2026.
  • · Company operates over 475 facilities across 47 countries and is ranked among top 10 automotive suppliers worldwide.
Ashok Leyland Limited Company Update neutral materiality 1/10

06-08-2026

Ashok Leyland has scheduled an earnings conference call for Friday, August 14, 2026, at 5:30 PM IST to discuss its 1QFY27 results. The call will be hosted by IIFL and will feature management participation from the MD & CEO and WTD & CFO. No financial results or performance metrics are disclosed in this filing.

  • · Earnings conference call scheduled for August 14, 2026 at 5:30 PM IST
  • · Call to discuss 1QFY27 results
  • · Management participants: MD & CEO Shenu Agarwal and WTD & CFO K M Balaji
  • · Hosted by IIFL; contact Joseph George at +91 22 4646 4667

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