BSE Auto Sector Regulatory Filings — August 07, 2026

07-08-2026

Hero MotoCorp held its 43rd AGM on August 6, 2026, with all six resolutions passed with overwhelming shareholder support. While resolutions such as adoption of financials, dividend confirmation, and director re-appointment received near-unanimous approval (over 97% in favour), the special resolution to approve remuneration terms for Whole-time Director Dr. Pawan Munjal saw significant opposition, with 20.38% of votes cast against it, including 34.53% opposition from public institutional shareholders.

• · The AGM was conducted via Video Conferencing / Other Audio Visual Means.
• · Remote e-voting period: July 31, 2026 (9:00 AM IST) to August 4, 2026 (5:00 PM IST).
• · Total shares outstanding: 20,00,92,938.
• · Overall voter turnout was 85.63% across all resolutions.
• · Resolution 6 (remuneration of Dr. Pawan Munjal) saw 3,49,22,444 votes against out of 17,13,36,342 votes polled.
• · No shareholder voted both remotely and at the AGM.

07-08-2026

Apollo Tyres reported Q1 FY27 consolidated revenue of INR 73,978 Mn, up 12.8% YoY, driven by strong 15.6% YoY growth in India operations. However, consolidated EBITDA was flat YoY at INR 8,680 Mn, and EBITDA margin contracted 149 bps to 11.7% due to raw material cost pressures. Europe revenue grew only 0.5% YoY in euro terms, and its EBITDA margin fell 186 bps to 8.9%.

• · Consolidated PAT surged to INR 3,488 Mn in Q1 FY27 from INR 128 Mn in Q1 FY26, aided by lower exceptional items and tax adjustments.
• · India standalone PAT grew 36.9% YoY to INR 3,042 Mn.
• · Consolidated QoQ revenue was nearly flat (+0.8%), while EBITDA fell 18.8% QoQ.
• · India standalone QoQ revenue grew 4.3%, but EBITDA dropped 14.3% QoQ.
• · Net debt stood at INR 17 Bn as of June 2026, up from INR 16 Bn at FY26 year-end; net debt/EBITDA remained stable at 0.4x.
• · FY26 full-year ROCE was 13.4% (TTM basis), slightly above Q1 FY27 TTM ROCE of 13.3%.
• · India capacity utilization was 94% in Q1 FY27; Europe capacity utilization was 91%.
• · Consolidated revenue mix by region: India 69%, Europe 26%, Others 5%.
• · India standalone revenue mix by channel: Replacement 66%, OEM 23%, Export 11%.
• · Europe PCR Replacement segment continues to deliver healthy growth, per management commentary.

07-08-2026

Mahindra & Mahindra Ltd. released its Sustainability Report for FY 2025-26, highlighting progress on environmental, social, and governance (ESG) metrics. The Group reduced emission intensity per unit revenue by 20% and increased renewable electricity share from 27% to 35% year-over-year. However, while the report details many positive achievements, it also notes ongoing challenges such as climate adaptation needs and supply chain vulnerabilities, with the company expanding its strategy to include climate adaptation and just transition.

• · Mahindra was ranked #44 on TIME's World's Best Companies 2025, the only Indian company in the top 100.
• · Mahindra was recognized in the top 1% of S&P Global's 2025 Sustainability Yearbook in the automobile ecosystem.
• · Mahindra Last Mile Mobility maintained market leadership in F26 for 4th consecutive year.
• · Tech Mahindra is the only Indian IT company to secure a Double A position on the Carbon Disclosure Project (CDP) ratings for climate change and water.
• · M&M Ltd. achieved an 82% water positivity index and 66% groundwater recharge ratio.
• · 89% of M&M's locations were 'zero waste to landfill' certified.
• · M&M Ltd. generated >2 lakh tonnes of waste (context: waste management).
• · Mahindra counts leading impact investors such as BII, Temasek, OTPP, IFC as long-term partners.
• · The Group has established a robust governance system that embeds climate metrics into corporate performance for all key business units, mandating 5–10% of climate action linked KPIs in business scorecards.
• · Mahindra is co-authoring key sector level white papers and conducting workshops to reform regulatory and industrial practices.

07-08-2026

MRF Limited held its 65th Annual General Meeting on August 6, 2026, via video conferencing, where all six ordinary resolutions were passed with overwhelming shareholder support. Key approvals included the adoption of audited financial statements for FY2026, a final dividend of ₹229 per share (2290%), and the re-appointment of directors Varun Mammen and Dr. Cibi Mammen. While all resolutions received over 99% votes in favour, institutional investors showed notable dissent on the re-appointment of Mr. Varun Mammen (1.80% against) and Dr. Cibi Mammen (1.54% against), compared to near-unanimous support for the dividend and auditor appointments.

• · The AGM was held via video conferencing in compliance with MCA circulars including General Circular No. 03/2025 dated September 22, 2025.
• · Remote e-voting was open from August 1, 2026 (9:00 AM) to August 5, 2026 (5:00 PM).
• · The cut-off date for eligibility to vote was July 30, 2026.
• · Advertisements for the AGM were published in Business Standard (English) and Makkal Kural (vernacular) on July 10 and July 15, 2026.
• · No invalid votes were cast for any of the six resolutions.
• · Promoter and promoter group voted 100% in favour of all resolutions.
• · Public non-institutional shareholders voted nearly unanimously in favour of all resolutions (99.99% to 100%).
• · Institutional shareholders showed the highest dissent on director re-appointments: 1.80% against Varun Mammen and 1.54% against Dr. Cibi Mammen.
• · Resolution 5 (re-appointment of joint statutory auditors) and Resolution 6 (ratification of cost auditor remuneration) received 99.99% and 100% votes in favour respectively.

07-08-2026

Schaeffler India has appointed Amit Bhalerao as Chief Operating Officer, effective August 10, 2026. Bhalerao brings over 23 years of global manufacturing leadership experience from companies like Kelvion India, Cummins, Eaton, and Sterlite Technologies. The appointment aims to strengthen the company's manufacturing operations, operational excellence, and digital transformation in India, a strategic growth market for Schaeffler.

• · Amit Bhalerao's appointment is effective August 10, 2026.
• · He will be a member of Schaeffler India's Executive Leadership Team.
• · Schaeffler India has five manufacturing plants (Talegaon, Savli, Maneja, Hosur, Shoolagiri), three R&D centers, and five sales offices.
• · Schaeffler Group has approximately 110,000 employees across 55 countries.
• · Schaeffler India has over 3,800 employees.

07-08-2026

Samvardhana Motherson International Limited has informed exchanges about its management's participation in a series of analyst and institutional investor meetings scheduled from August 12 to September 22, 2026. The meetings include conferences and non-deal roadshows organized by Emkay, Jefferies, Goldman Sachs, CLSA, Elara, Nomura, J.P. Morgan, and Anand Rathi across Mumbai, USA, Hong Kong, Gurugram, and virtually. The company clarified that no unpublished price-sensitive information will be shared at these meetings.

• · Meetings span from August 12 to September 22, 2026.
• · Locations include Mumbai, USA, Hong Kong, Gurugram, and virtual.
• · Types of meetings: Investor Group Meetings (conferences) and Non-Deal One-on-One Roadshows.
• · Organizers include Emkay Confluence 2026, Jefferies, Goldman Sachs Asia Leaders Conference 2026, CLSA, Elara Ashwamedh Dialogue 2026, Nomura Asian Credit Corporate Day 2026, Jefferies 5th India Forum, J.P. Morgan India Conference, and Anand Rathi G-200 Summit 2026.
• · The schedule is subject to change due to exigencies.

07-08-2026

Uno Minda Limited has informed the stock exchanges about scheduled analyst and institutional investor meetings on August 12-13, 2026, in Mumbai and via the Equirus Conference. The meetings will be held in person and no unpublished price sensitive information (UPSI) is intended to be discussed. This is a routine disclosure under Regulation 30 of SEBI LODR and contains no financial data or material business updates.

• · Meeting dates: August 12, 2026 (Mumbai NDRs, one-on-one) and August 13, 2026 (Equirus Conference, one-on-one/group meetings).
• · Mode: In-person meetings from 10:00 AM to 5:00 PM IST.
• · No UPSI is intended to be discussed.
• · Changes may occur due to exigencies on the part of investor/company.

07-08-2026

Sona BLW Precision Forgings Limited received an order from the Office of the Commissioner of GST & Central Excise, Chennai, demanding reversal/recovery of Input Tax Credit of INR 2,15,03,832 along with applicable interest and a penalty of INR 21,05,192 under the CGST/TNGST Act 2017 for the period April 2022 to March 2024. The company is evaluating the order and plans to file an appeal, with a preliminary assessment indicating no material adverse financial impact.

• · Order received on 6th August 2026 at 8:25 p.m. IST
• · Alleged non-reversal of Input Tax Credit for excess GST charged by suppliers from April 2022 to March 2024
• · Company plans to file an appeal and expects no material adverse impact