Update on Vision 2020 Meet

25th November 2017

Proud to bepart of.

2

Index

• Business Presentation – Wiring Harness Division

• Business Presentation – MATE & MAE

• Business Presentation – SMP

• Business Presentation – SMR

• Business Presentation – Motherson Innovations

Wiring Harness Division

Proud to be

part of

a bigger

plan

2

Wiring Harness Division

• Market leader in Passenger cars in India

• Global Market leader in Commercial vehicle segment

• Strong presence in two-wheeler & material handling equipment markets

• New segment of Rolling Stock is added

• Full service supplier• 70 manufacturing facilities• Over 75000 people• Vertically integrated

3

CommercialVehicles

Passenger Vehicles

AgricultureMachines

Industry Segments Served

RollingStock

Two Wheelers & Recreational

Construction/ Material Handling

Equipment

Tier 1 MedicalEquipment

4

Ireland Austria

UAE

Singapore

JapanGermany

UK

Italy

USA

ThailandMexico

SingaporeSingapore

2000 – 2005MSSL’s First Acquisition –Wexford Electronix, Ireland

2005 – 2010Acquisition of ASL Systems, UK

2010 – 2015Acquisition of Wiring Harness business of Stoneridge (Now MWSI)

WHD Growth Story – Journey so farGrowing in India

Pre 2000 Era

Countries6

Factories18

MSSL TurnoverINR 5,646 Mn

Countries2

Factories14

MSSL TurnoverINR 1,529 Mn

Countries10

Factories28

MSSL TurnoverINR 18,102 Mn

Countries13

Factories46

MSSL TurnoverINR 51,996 Mn

Motherson established with an initial capital of INR 1000 (USD 20)

1975

1st manufacturing facility for cables

1977

Technical tie-up for wiring harness manufacturing

1983

1st JV, Motherson Sumi Systems Limited established

1986

Focusing onExports

2000 -2005

Strengthening Presence Overseas

2005- 2010

Journey…Going Global

2010-20152000 201020052005 2015

2015- 2020 Journey Ahead – Growth Drivers

6

What we said in 2015

Wiring Harness – Growth Drivers for 2015 ~ 2020

01 Global market expansion

02 Consolidation

03 Increased component content

04 New customer penetration

7

01

Global

Market

Expansion

8

2015-2017 Global market expansion

2017

22

Countries

70

Factories

INR 145,269 Mn

MSSL Turnover

Focus On: New segments, new geographies

Performance

1001,527 4,335

14,563

35,428

45,026

21,311

3,539

16,568

0

10000

20000

30000

40000

50000

60000

70000

1990 2000 2005 2010 2015 2017*

India Overseas

5,6461,529

• Acquisition of PKC Group• Overseas sales contribute 69% of total sales• Overseas sales grew 6 times• Continue to outpace market growth in India

18,102

145,269

2015

13

Countries

46

Factories

INR 51,996 Mn

MSSL Turnover51,996

Annualised Revenue in 2017 is more than 2.5 times 2015 revenue

All Figures in INR Million

* 6 month actual sales annualized for full year

100,244

150,000

9

Global Expansion – Increased Footprint

Presence in 22 Countries with 70 manufacturing facilities ESTONIA

IRELANDUK

GERMANY

UAE

RUSSIA

SINGAPOREBRAZIL

USA

MEXICOCHINA

SOUTH KOREAJAPAN

ITALYTHAILAND

SRI LANKA

INDIA

SERBIA

FINLAND LITHUANIAPOLAND

HONGKONG

Legend:New Locations

10

Growth in India – Increased Footprint

PATHRIDI

NOIDA & NCR REGION(1 New Plant)

KANDLA

BENGALURU

PUNE

NASHIK

CHENNAI

LUCKNOW

UTTRANCHAL

SANAND

PITHAMPUR

Legend:New Locations

11

02

Consolidation

12

Consolidation - PKC Group a New Member of Motherson Family

• Global Market leader - Commercial vehicle wiring harnesses

• Growing market :• Truck OEMs in China• Construction and agricultural OEMs• Rolling stock OEMs

Trucks & Buses(HCV & MVC)

Light Commercial Vehicles (LCV)

ConstructionEquipment

Rolling Stock

Recreational Vehicles

Agriculture and Forestry EquipmentForestry Equipment

Engines Energy / Material Handling

PKC‘s core competence is managing the complexity

• Unlimited customization• Sequence production• Almost real time change management

Current Customer Segments

13

Consolidation – MSSL PKC Group together

Revenue – Geographical Distribution

MSSL PKC MSSL+PKC

Europe

America

Asia

People – Geographical Distribution

MSSL PKC MSSL+PKC

Europe

America

Asia

Strengths Together

• Highly synergistic - minimal overlap between the existing operations• Providing more value to our customers through vertical integration, more global reach, innovation

and new technologies• Inherent advantages with customers and suppliers in offering a larger product portfolio and

enhanced capabilities and scale• Leverage knowhow of both companies to enhance and grow businesses with customers globally

14

03

Increased

component

content

15

Power DistributionCenter

Flasher & Timer relays Electronic Control Unit

(ECU)

NOx, lambda, ABS etc sensor wire

RIM protected harness Battery Management System (BMS)

Multi Media Cable

Battery Cable Access System

AL Battery CableAL Battery Cable

High Voltage Connection

System

Increasing Content

16

04

New Customer

Penetration

17

Strong presence in CV market

Supporting all major commercial vehicle manufacturers

Commercial Vehicles

ScaniaIveco

DaimlerVolvoIvecoMan

ScaniaDAFMANVolvo

UD TrucksTata Motors

Mitsubishi FusoIsuzu

FotonVolvoJACFAWShaanxiJMCIvecoDFMFoton Daimler

Tata MotorsDaimler

Ashok LeylandVE Commercial Vehicles

SML Isuzu

FreightlinerWestern Star

PaccarVolvo

Navistar

18

Added new customers in different segments & geographies

BoschContinentalDeutz

AGCO

Volvo CEJohn Deere C&F

BRP

Europe

Ford

TVS/ BMW

India

Harley DavidsonArtic CatPolaris

John Deere C&F

North America

CNHSouth America

Passenger Vehicles

Agriculture Machines

Two Wheelers & Recreational

Tier 1

Construction/ Material Handling Equipment

LegendChina

AGCOClaasLovol

19

Market leading supplier for Rolling Stock electrical

Presence in new segment

Electric cabinets

Main harnessDriver’s desk

Underframe harness

ConvertersAddressable market size: $ 2 Bn

20

Rolling Stock products

21

KobelcoHonda Cars

Outstanding support in Sales Promotion

Strong CR Efforts in VA / VE- HSCS

Honda Motorcycles & Scooters

Quality Excellence

HyundaiHyundai Tata Hitachi

Significant Contribution on Quality

Supplier Performance

Paccar

Best SupplierPerformance AwardNew Development

Suzuki MotorcyclesHarley Davidson

Continued Commitment & Excellence InProduct Developmentfor Street Rod Motorcycle

Recognitions

Preferred Business Partner

Excellent Supplier

Foton

Best Performance

Award

Daimler

OverallPerformance

Excellence in Comprehensive Assessment

Certificate forSafety

Maruti Suzuki Toyota

Regional Contribution Award

Supplier of the Year Silver award

ZERO PPM Award

Honda SielPower Products

Supplier Performance Award

Commendable Performance for India Business

John Deere

Significant ContributionAward

Komatsu

Diamond Supplier

Navistar

Platinum Level in Supplier Quality Excellence Process

Caterpillar Magneti Marelli Motherson

Best SupplierQCDDMSES 2016-17Excellence Award

Excellence in Partner Level Performance

John Deere

22

Wiring Harness

What we said in 2015 Where have we reached today 2017

01 ● Non Passenger car business expanded across geographies● Leading Supplier to Commercial vehicle segment● 22 countries, 70 manufacturing facilities

01 Global market expansion

02 ● Successful integration of MWSI● Acquisition of PKC Group● Entry into China Market

02 Consolidation

03 Added new technologies- over foaming harnesses for engine applications, Vehicle electronics- smart Power Distribution Centres, aluminum cables etc.

03 Increased component content

04 ● New customers added across geographies and segments● Two new segments added- Rolling Stock & Recreational Vehicles

04 New customer penetration

23

Vibrant Team Vibrant Team DDelivering elivering OOOutstanding utstanding RRResultsesults!

24

Nurturing Employees

25

Employees Winning Customer Hearts!

GIM Quality Circle from MWSI Recognized as Most Innovative

Circle at SMQCC 2017

Juran Quality circle from MSSL Bangalore Bidadi

secured No. 1 Position in TKSA Regional Competition

Star Quality Circle from MSSL Noida (Sector-60) stands tall as National

Champion at HMSI NH Circle Competition

Prerna Quality Circle from MSSL Gurgaon wins the Maruti Suzuki

Quality Circle Award

26

We are a Family

11

Motherson Automotive Technologies and Engineering

Motherson Automotive Elastomers Technologies

22

“Business Covered”

Polymer

Tooling

Elastomer

33

Global Footprint

Noida & Manesar

Tapukara

ChennaiPuducherry

Sanand

Pune

Bengaluru

Europe IndiaMiddle East, Africa & Australia

Asia

Czech Republic

Hungary

Germany

UAE

South Africa

Australia

South Korea

Engineering WarehouseManufacturing

Providing Global Support & Technology

Tapukara

ChennaiPuducherry

Sanand

Pune

Bengaluru

Europe IndiaMiddle East, Africa & Australia

Asia

Czech Republic

Hungary

Germany

UAE

South Africa

Australia

South Korea

Engineering WarehouseManufacturing

Providing Global Support & Technology

7 countries

3 design centers

25 facilities

2014~15

8 countries

5 design centers

33 facilities

2017~18

MATE Established in 1997MAE Established in 2009

44

“Growth with the Customer ”

02

Full System Supplier

Global Support

Product Range &

New Technologies

Our Journey

Others

“Enhance the Capabilities

within the Group”

Wiring Harness

SMP

Vertical Integration

Solution Provider Global Support

01

55

Our Journey

Others

“Enhance the Capabilities

within the Group”

Wiring Harness

SMP

Vertical Integration

Solution Provider Global Support

01

66

1990-20122012-15 2016-17 2017-18

Manufacturing of Connectors & Small Parts

Junction Box & Relay Box

LineNew

TechnologyPCB Type

Junction Box and Relay Box

Vertical Integration with PKC

2015-16

• Connectors• Ring Terminal• Clamps• Nozzles

• First time in India localization of Junction Box & Relay Box to cater Indian OEM

• Localization of 025 series connectors

• Localization of PCB type Junction Box & Relay Box

Developed in-House Tool for Wiring Harness DivisionConnectors, Junction Box, Relay Box, 025 Series Connectors

Journey with Wiring Harness(Polymer & Tooling)

SMIIEL merged with

MATE

• Junction Box parts for Commercial vehicle

77

Solution Provided through Vertical Integration

Centre of Excellence Supplier for PDC Sensor

Turnkey Project for SMP USA

Support SMP from India

Follow-Me Supplier

Vertical Integration by consolidation

from Many Suppliers to

MATE

MATE Puducherry

become Center for

Excellence for PDC Sensor

Parts

HungaryHungary

All Parts upto 1000 Ton are produced by

MATE from all 4 Locations

MATE Puducherry

become Center for

Excellence for PDC Sensor

Parts

Program Management Support from India for SMP

USA

Support SMP for E-Class Global

Business by Assembling and Supply of Door

Trim to Mercedes India

MATE will movealong with SMP, MATE is setting-up a new Plant in Hungary to serve

SMP

SharjahPuducherry

Current Locations for SMP

Support to SMP (Polymer & Tooling)

Czech Republic

2012-13

2014-15

2015-16

2016-17

2017-18

88

8

2009-10 2011-12 2014-15 2016-17

Vertical Integration

State of art Rubber

Components

New Plant Established

Localization of Imported Parts

24 Components

24 Parts moved from

Multiple Suppliers to

MAE Chennai

Automated Rubber

Injection Molding m/c installed and

become state of art Rubber Component supplier for

MSSL

New Plant @ Noida to

Support MSSL North and West

Region

2017-18

Capacity Enhancing

Rubber Grommets &

Seals are Localized in India Which MSSL was Importing

Capacity Increasing for

MSSL in Chennai and

Noida

232 Components

Journey with Wiring Harness (Elastomer)

99

First Order received from SMP Mexico

As a Success of SMP Mexico Order Receivedfrom SMP Germany

Business Expanded for SMP US

Warehouse opened in Mexico

MAEChennai

Audi Q5 Porsche Macan Daimler

Support to SMP (Elastomer)

2014-15

2015-16

2016-17

2017-18Creating Value

EnhancementWithin the

Group

1010

“Growth with the Customer ”

02

Full System Supplier

Global Support

Product Range &

New Technologies

Our Journey

Others

1111

Product Range & Technologies –Elastomer

Moulding Extrusion

BMW Daimler AG

Bharat Benz Scania Bosch

Automatic Rubber to Metal

Bonding Process

Fully Automatic

Rubber Compounding

Infrared Curing Systems for

Extruded Beading

Co-extrusion for beadings

with two different material

Cryogenic Deflashing for Automatic flash removal

1212

Sun Roof Drain Hose Development

BMW gave the challenging task to develop Sun Roof Drain Hoses which does not fall in core competency of MAE

MAE however took the challenge to develop the special compound for this application. Key point of material suitability with paint.

MAE took 9 months to complete the task from design to development. MAE got system approval from BMW and received nomination too.

MAE 3rd

largest supplier of this part to

BMW

1313

Grab Handles

Door Trims

Floor Console

PillarTrims

InsideHandles

IPModule

Louvers

Supplying to all Major

OEMs in India

• Vibration Welding• Ultrasonic Welding• Hot Foiling• Hydro Graphic• Painting

• Kimekomi• Press Lamination• Low Pressure

Injection• Natural Fibre

Product Range & Technologies – Interiors

• Cloth Wrapping• Synthetic Leather

Wrap

• Hot Foiling Patent Registered• Dial AC Vent

• Stitching- Single & Double

Patent Registered• Armrest – Sliding

Mechanism • Controlled Rotating

Mechanism of Armrest Console

• Concept of Integrated Mounting Base Armrest by Gas Injection Moulding

• Conformal CoolingTool

• Gas Injection

1414

Product Range & Technologies – Exterior

FrontBumperModule

ActiveGrill

Shutter

CowlTop

Roof Rail

OutsidehandlesFender

SideMoulding

Rear Bumper

Spare Wheel Cover

ExteriorTrims

Supplying to all Major

OEMs in India & South Africa

• Painting & Assembly• Ultrasonic Welding

• 2.5 D Bending for Metal Bar

• Painting • Complete Plastic

Roof Rack

• 2K Injection Moulding

• Painting• A-Sensor- Patent

Spoiler

1515

First Independent FSS Project

Design To

Cost

Challenge of IP without

CCB

New Greenfield

ManufacturingFoot Print

Subsequent Turnkey &

Export Businesses

Best Design & Development Supplier

AwardFrom Renault Nissan

Renault KWID

MATE as Full System Supplier

1616

Growth Drivers 2020

1717

Growth Drivers

Green Cars

Safe Cars

New Technologies

eWeight Reduction / Recyclable

Materials

Compliance Safety

Regulation

Decoration&

Soft Touch in Interior

1818

2010-12 2012-14 2016-17 2017 Onwards

Tech

nolo

gy

2009-10

Compression Molded Parts

Injection Molded Parts

Multi cavity insert

moulded Parts

Rubber to Metal Bonded

Parts

Rubber Precision

Parts

Automation in Rubber Moulding

Dynamic ApplicationParts

Automation in Precision Parts

Growth Through Evolution in Technology

1919

Growth Through Evolution in TechnologyTe

chno

logy

2005-07 2007-10 2010-15 2015-17 2017 Onwards

Shoot & Ship –

Molding of Substrate

Substrate + Small

assemblies

Designing of IP

Design To

Cost

Soft touch, Seamless

Airbag

Single LocationSingle customer

Multiple LocationsMultiple Customers

Capable of Product Design to Prototyping, Tool Design & manufacturing, Component Manufacturing

to Assembly & Complete Modules

Invisible Airbag Soft Touch In Mould Decoration

2020

Growth Through Evolution in Technology

Shoot & Ship with

Moulding

Launched LPI

Technology

Designing of Door Panels

New Technology Kimekomi & Lamination

Lamination& Soft Touch Technology

2000-07 2007-10 2010-15 2015-17 2017 onwards

Tech

nolo

gy

Light weighting (Natural Fibre)

Fabric Lamination

In Mould Decoration

2121

… The world’s leadingautomotive brands

… The lives of employees

… The wellbeing of thecommunities we work in

Proud to be part of

Customers

Employees

Investors

Society

… The value creationfor investors

Proud to be part of…

Proudto bepart of.

SMP presentation

2

SMP - Overview

What we said in 2015

01 Increase global market share

02 Increase content per car

03 Extend customer base

04 Increase vertical portfolio

05 Extend footprint

Proudto bepart of.

Introduction

4

1989 2000 2005 2015201019951990

Joined SMG Group

Full systems solutions

provider with focus on the

premium segment

Peguform acquisition SMP

Global Tier 1 manufacturer of polymer based automotive modules specializing in high quality interior and exterior products

acquired in Nov 2011

Headquarter in Bötzingen, Germany

Product portfolio

Complete modules (door panels, instrument panels and bumpers)

Other complex plastic modules and systems

2011

5

1989 2000 2005 2015201019951990

Joined SMG Group

Broadening Technology and

Product Portfolio in Germany and

Mexico for Premium Segments

2015

Scherer & Trier acquisition SMIA

Specialist supplier of extruded & injection moulded exterior and interior components

Acquired in Jan 2015

Headquarter in Michelau, Germany

Product & Technology

Injection-moulding, extrusion, stretch-bending, painting and assembly

Expertise in tool making

Exterior components such as rear spoiler, roof molding, rocker panels and variety of interior decorative components

Samvardhana Motherson Innovative Autosystems

6

1989 2000 2005 2015201019951990

Joined SMG Group

2017

vertical integration of

Illuminated/non-illuminated

interior in-mold decoration parts

for global platforms

2017

Kobek acquisition MIL

Acquired in Jan 2017 Solution provider ranging from CAD data

processing to turnkey printed products Specialist in silk-screen printing of three-

dimensional items with expertise in lighting and automotive industries

Product & Technology LED Solutions: Unique LED based solutions

that provide shadow-free and uniform diffused lighting over an entire slim-mount panel

Acrylic Glass: Processing of Plexiglas or other plastics including dust-free printing, scratchproof coatings and precise milling or laser cutting

Silk-Screen Printing: Shaping and forming of Plexiglas in a downstream process for design applications, painted or powder-coated instrument panels

Motherson Innovations Lights

7

SMP – Product overview

Bumpers Instrument panels Door panels

Market Share

Premium*

*Premium segment refers to passenger cars with premium brand image, including those produced under the Acura, Audi, BMW, Cadillac, Infinity, Jaguar, Land Rover, Lexus, Lincoln, Mercedes-Benz, Porsche and Tesla brands, as well as luxury cars, sports cars and selected high-priced vehicles of other brands

2014 2016 2014 2016 2014 2016

18% 20% 8% 11% 22% 28%

Source: Company Estimates

8

Turnover – per product group

FY 2016/17FY 2012/13

Source: Company Estimates

Bumpers 29%

Door Panels26%

Instrument Panels 20%

Others25%

Bumpers 38%

Door Panels 28%

Instrument Panels 25%

Others 9%

**

* Rocker panel, Spoiler, Other exterior & interior parts & Tooling

FY 12-13€ 1.8 bln.

FY 16-17€ 3.0 bln.

9

Audi Q5 EXTERIOR

Wheel arch trim Door cover Lines

Rear spoilers

Front bumpers

Fuel filler doors

Rear bumpers

Content per Car

10

Audi Q5 2017INTERIOR

Content per Car

Cockpit technology:PVC-Slush backfoamed on PP-LGF carrierInvisible passenger airbagOptional: hood in leather

Source: www.Audi.de

Instrument panel

Door panels

A/B/C covers

Proudto bepart of.

Customer

12

Key Customers Key Models

Key Products supplied

Key GeographiesRelationship

lengthBumpersInst.

PanelsDoor

Panels

Europe, China, Brazil,Mexico > 30 years

Europe, China,Mexico, Brazil > 40 years

Europe > 30 years

Europe, Mexico > 30 years

Europe, China, Hungary, USA > 30 years

Europe > 20 years

Europe, Brazil > 20 years

Europe > 30 years

A

B

C

D

E

F

A

B

C

D

E

F

A

B

C

D

E

F

G

A

B

C

D

E

F

A

B

C

D

E

A

B

C

D

A

B

C

D

A

Strategic long-standing customer relationships with leading global OEMs

Source: Company data; Note: Only selected models and not an exhaustive list;

Long track recordaverage relationship duration with top eight OEM customers of ~30 years

Strong presence in premium segment High entry barriers due to strict quality requirements, complex products and logistics

White space opportunities to grow even with existing customers

13

34%

13%11%

18%

8%

7%

9%

33%

31%

16%

3%

7%

5%5%

Customer portfolio

Source: Company Data

FY 2016/17FY 2012/13

Moving towards diversified customer Moving towards diversified customer base

FY 12-13€ 1.8 bln.

FY 16-17€ 3.0 bln.

14

Customer recognition

Continuous mutual appreciation

Volkswagen Group Supplier Award 2015 - category „Global Champion“

Volkswagen Group „FAST“ Initiative - selected as global strategic partner in 2015

Volkswagen Group Award 2017 -category Innovation & Technology

15

Customer recognition

SMP

Brose SupplierRecognition Award 2016

SMP China (FPAT)

FAW-VWSpecial Contribution Award (Quality)

SMP China (FPAT)

FAWSpecial Contribution Award (Quality)

SMP China (CPAT)

FAW-VWTop 10 Excellent Suppliers

SMP Germany

1 million door panelMercedes-Benz E-Class

SMP Beijing

SMP awarded for good launch performance at Mercedes Benz E-Class Offline Ceremony

Footprint

17

OEM relationships supported by global manufacturing footprint.

Strong manufacturing presence in key automotive clusters

Source: Company data

9 countries27 manufacturing plants and

9 sequence centre

SMP module centers (JIT/JIS supply hub)

Manufacturing plants of MATE and other sister companies in Module/Polymer segment

SMP manufacturing plants

Plant under construction

ChinaChangchunBeijing Foshan

BrazilAtibaiaCuritibaTaubateSão Bernardo

MexicoPueblaTlaxcala

USATuscaloosa

SlovakiaBratislavaGalantaHolic

PortugalPalmela

GermanyBoetzingen (Headquarters)BoeblingenEmdenGoettingenIngolstadtLeipzigMeeraneNeustadtOffenauOldenburgSchierlingMichelau

SpainCastellbisbal (Barcelona)Martorell (Barcelona)PalenciaPolinyà (Barcelona)TeruelZaragozaFigueruelasPampolona

HungaryKecskemét

18

Significant investment in facilities..

SOP Q1/FY 17

Zitlaltepec

SOP Q3 FY 15

Schierling

SOP Q1 FY 17

Beijing

SOP Q4 FY 18

Kecskemet

SOP Q1 FY 19

Tuscaloosa

Incurred significant capex over the last few years to meet the growing demand, nearing the end of capex cycle for current order book

19

SMP Zitlaltepec Mexico Greenfield exterior plant

Operational Expansion

20

SMP Tuscaloosa USA

Greenfield Exterior PlantPreparing for launch

Operational Expansion

21

SMP Kecskemet HungaryGreenfield Exterior PlantReady for launch-SOP Q4/FY 2018

Operational Expansion

Technology & Innovations

23

Design to delivery capability

Source: Company data

Idea

Product

ConceptDevelopment

Product & MaterialDevelopment

IndustrialEngineering

Production

Logistics

Toolshop

High entry barriers due to requirement of engineering

expertise to consistently meet high quality

standards

Full service capability ranging from idea generation in concept phase to launch management

and logistics

24

State of the art manufacturing infrastructure and processes

Moulding and forming Decorative surfaces

Injection moulding Natural fibre processing

High precision plastic parts, ie Gas injection moulding In-mould decorating 1K & 2K process

Lightweight and recyclable products, environment-friendly New single-stage process

PUR Foaming Extrusion

Back-foaming of moulded skinor performed films on carriers High speed foam systems

Extruded and metal reinforced extruded parts Up to 7 different materials in

one extrusion profile

Painting Slush Moulding

Perfect gloss and surface 1 to 4 layer painting Soft paint for interior trim parts Water & solvent based paints

Complex shapes with high quality and soft-touch surface Superior surface appearance Bi-coloured slush skins

Thermoforming/In-Mould-Graining

Stretch-bending

Vacuum preforming of polymer-films For back-foaming, moulding or

direct lamination

Stretch bending and roll bending Combination of stretch

bending and injection moulding

25

Door panel carrier with natural fibresSMP Boetzingen GermanySMP Beijing China

Technology Enhancement

26

Technology enhancement for the coming years

R&D focus areas

Light weighting/ emission norms

Use of renewable raw materialsnew single stage process for manufacturing natural fibres

Bionically designed cockpit-carrier with integrated disruptive solutions

Safety improvement New solutions for integration of non visible airbags

in cockpits and door panels

Integration of various types of sensors in bumpers for autonomous driving

Performance/efficiency

Standardized sensor-holder in bumpers leading to reduction of tools

PeguTrim® – interior panels with application of up to three surfaces in one production step

Increased focuson aesthetics

Illuminated surfaces in interior using various technologies i.e. light guides

Cost-effective premium appearance using stitched slush skin and foil

27

Technology enhancement for the coming years

Highlight examples of collaborations with customers for product development

New slush skin for instrument panels – weight reduction by 30%

Very lightweight door trim using expanded polypropylenereduces weight by 50%

Thin-walled bumper fascia – saving of plastic material

Self-supporting dashboard support replacing metalmake use of additive manufacturing

Airbag integration using all-in-one self-reinforced plasticimproves ageing behaviour

New coating enables translucency for sensors & light

Screen printed foil for efficient surface heating in interiors (e.g. armrest)

Single piece underbody module improves car aerodynamics

Moulded in colour silvery replaces painting

Multicoloured illuminated scuff plate offering different optical appearances

Thermoplastic composite improves pedestrian protection

Screen printed foil for efficient surface heating in interiors (e.g. armrest)

illuminated scuff plate offering different optical appearances

28

SMP driving future sustainability in close cooperation with Motherson Innovations

EXTERIOR 2025 INTERIOR

Bumper module

• sensor & light integration

• translucency for sensors & light

• active aerodynamics

Cockpit

• sensor & light integration

• bionically designed dashboard support

• ultralightweight design

29

VW Group award for Innovation & Technology!

Customer recognition

30

What we said in 2015

05

04 Added lighting capability by M&A Kobek

03 We entered Scania, PSA, MAN, Iveco

02

01 market share increase in all 3 mainproducts bumper / doorpanel / instrumentpanel

Where have we reached today2017

01 Increase global market share

02 Increase content per car

04 Increase vertical portfolio

03 Extend customer base

05 Extend footprint

Audi A4 bumper / instrument panel / doorpanel

Audi Q5 bumper, all body printed exterior parts,

doorpanel, instrument panels, pillars Porsche Sports cars

bumper, doorpanel, Instrument panel & centre console

Entered Daimler & BMW Interior

New plants in Mexico & China launched Greenfield at Hungary close to launch Greenfield at US to launch next year

Progress Report……

SMR Proud to bepart of the

most exciting brands

2

Overview

Exterior Mirrors Interior Mirrors

Key Customers (FY 2016-17)

Others

€1.58bn

Catering to a quarter of global automotive exterior rear-view mirrors demand

Highly diversified customer base

Strong R&D focus with world class engineering expertise

Global footprint with presence in 16 countries with 21 state-of-art manufacturing facilities

Technology leader with over 670 patents

3

Extensive Global Manufacturing Footprint Comprehensive Global Footprint with strategic investments in Vertical Integration

USAMarysville (MI)

Port Huron (MI)Troy (MI)

Louisville (KY)

MexicoSan Luis Potosi

AustraliaLonsdale (Adelaide)

UKPortchester

HungaryMosonszolnokMosonmagyarovarHegyeshalomTurkeve

SpainEpila

South KoreaBucheon(Seoul)Cheongju(Ochang)

ChinaChongqingLangfangShanghaiXizhou (Ningbo)Yancheng

GermanyStuttgart

(Headquarter)Meitze

JapanNagoya CityYokohama

FranceDammarie-Les-Lys (Paris)

BrazilJaguariuna (São Paulo)

ThailandRayong

IndiaBangaloreChennaiNashikNoida (Delhi)Pune

RussiaSaint Petersburg

Engineering and projectmanagement centres andrepresentation offices

Manufacturing and assembly plants

Logistic and sequencing centers

Source: Company data

Motivated Experts.

10,400+

Locations.

21

Module Centres.

2

Countries.

16

4

Superior Manufacturing Expertise

Painting13 Locations

Assembly20 Locations

Injection moulding18 Locations

Horizontal Integration

5

Vertical Integration

Glass manufacturing4 Locations

Actuators/PF/STI12 Locations

Electronic Systems1 Locations

Superior Manufacturing Expertise

6

Empowered Highly Motivated Employees

Collaborativelearning through

awareness on Safety, Quality and Productivity

Empowering people through involvement

in Quality Circles

Structural approach to continuous

enhancement of employee skills

awareness on Safety,

7

Customer RecognitionsCustomer Recognitions

Maruti Suzuki – SMR Noida

Ford Q1 Award –SMR Brazil

Hyundai Mobis – SMR Korea Hyundai MOBIS –SMR USA

Hyundai – SMR Chennai

Mahindra & Mahindra –SMR Pune

Nissan – SMR USA General Motors – SMR

Ford Q1 Certificate –SMR Mexico

Ford - SMR Thailand

Hyundai Motors – SMR Chennai

Volvo -SMR Spain

Mahindra –SMR Pune

Maruti Suzuki – SMR Noida Toyota –SMR UK

8

Enhancing Content and Value Per Car

2009 2017 2025

Average Value per Car€ 1X

Average Value per Car€ 2X

Turn Signal Lamps Power Actuators Painted Parts Auto Dimming Glass

Logo-projection Lamps High Brightness Ground

Illumination

Increased Installation*: Antennas High-Gloss Surfaces Blind Spot Notification Surround View Cameras

*Features existed in 2009, but lower installation rates

Mirror and Camera based Solutions: Additional ADAS Features Autonomous Driving Support New Styling Features Innovative Surfaces

Improved Geographic Positioning

More Innovations

Increased Market Share

Increased Premium Customer Share

Camera Technology

Digital Mirrors (Camera based) and Conventional Mirror

Solutions to fit various Needs and

Requirements

Transition Solutions i.e.

Hybrid Mirrors

Average Value per Car€ 3X SMR has maintained strong focus on continuous innovation to increase

value per car

9

Basic segment Light Commercial Vehicle segmentPremium segment Medium segment

Grained housings Solid color molding Bulb based turn signals Flat and convex glass Manual mirror fold Manual glass adjustment

Convex and aspheric glass Electric glass adjustment Power fold mechanisms Glass heating LED based turn signals Temperature sensors

Memory glass position adjustment

LED light guide turn signals Central ECU Surround-view cameras Integrated blind spot

detection systems Logo-projection lamps

Grained and painted housings and covers

Bulb and LED turn signals Glass heating Manual and power

telescope feature

6% 58% 30% 6%

Enhancing Product Portfolio Caters to all sizes of vehicles and price segments

Diversified product portfolio ranging from basic low-cost mirrors to premium highly complex mirrors with integrated electronic communication features

90% of sales in high value premium and medium segments

6% 58% 30%

10

22%

78%

SMR Others

25%

75%

SMR Others

*Source: Company estimates

Globally No. 1 position in passenger vehicle segment

27% 8% 14% 48% 15% 0%

38%

11%

26%

50%

27%22%

Europe China APAC (ex. China) India North America South America2011 market share 2017 market share

Market share across key geographies

Dominant Market Share

Competitive landscape (by volume)

2014-15 2017-18*

11

EuropeNorth

America

South America

China Asia (excl. China)

Bullish Revenue Growth

FY14 FY17 FY 18 H1*

Lifetime order book value split by geography

Lifetime order book value split by customer

Others

Significant growth in order book with balanced profile across regions and customers

12

Organic Growth Footprint Improvements Apr 2015 - YTD

Footprint improvements to support organic growth and value addition

12

13

Investment for Transformation Significant investment in new capacity, modernization initiatives for product / process

improvements, vertical integration to strengthen margins

14

Location: Noida, IndiaType: Brownfield plantProduct: Exterior Rear View mirrorsOperational : Q1 FY 16-17

SMR India - Horizontal Integration

15

SMR Korea - Vertical Integration

Location: Incheon city, South KoreaType: Relocation of plantProduct: Mirror parts, Powerfold Operational : FY 17-18

16

Location: Yancheng, ChinaType: Greenfield plantProduct: Exterior & Interior MirrorMirror parts (STI, Actuators) Operational : Q3 FY 17-18

SMR Yancheng – Vertical Integration

17

Selected Key R&D Focus Areas

Responsibility

Performance

Emotions

Cost Efficiency

Improve product properties with new materials and optimized design.Enhance usability and integrate attractive features.

Reduce cost by engineering best in class products.Maximise integration and standardization.

Make attractive products with high-class surfaces and integrated functionality (i.e. lighting and displays).

Offer solutions for CO2 reduction and reduced eenergy consumption.Application of innovative and renewable material.

Solutions for future market

needs

Eco-friendly metallization

Camera-based Driver assistance Systems

Light weight design and green materials

Structural innovations

Telescopic Mirrors

Surroundreverse light

Attractive light features and „night branding“

Unique turn signal solutions

1-layer high gloss moulding solutions

Modular electronics for lighting in mirrors

New technology glass actuator

Fusion of coating and lighting technologies

Light weight design and green materials

18

Developing products to meet the emerging trends in auto industry in cooperation with MI

Advanced Surface Coating Mirror Replacement (CMS) and ADASInnovative

Lighting

Offering “New Features” ; Exploring “New Segments”

19

New Products and Technologies

AST & ALTCMS

ECO Mirror

EU Legislation to reduce Co2 emission to 95 gms/km. by 21 Current fleet Size average at approx. 140-150 gms Co2 Non compliance leading to penalties to OEMS. OEMs working to reduce emission (i.e EV, Lightweight/EMS) SMR ECO mirror reduce the weight and size by one third. Expected to considerably reduce drag

Motherson InnovationsA Journey Towards the Future

Proudto be part

of thefuture

Motherson InnovationsA Journey Towards the Future

Proudto be part

of thefuture

3

Group intellectual property Integrated

Website live #1 in MSSL Annual Report

#1 announcementon investor meeting

Global Expert Team established

Internal strategic projects established

Update on investor meeting

OrganisationalDevelopment

4

UK

GERMANY

AUSTRALIA

USA

CHINA

SOUTH KOREAJAPAN

INDIA

STRENGTHENING THECAPABILITIES

Motherson Innovations Lights

5

04Global Customer base

02Samvardhana Motherson Group

03Partners, Suppliers,Start-ups

01Motherson Innovations

Thenetworking principle

6

The Motherson value creation circleThe focus of Motherson Innovations

02 Value and Performance addition to current operating verticals

04 Close customer collaboration,early engagement

05 Providing solutions by leveraging the group and partners.

03 Competence to meet the industry trends and needs.

7

Progress update2 years of Motherson Innovations

8

Value creation in new business areasNew automotive solutions

New InnovationsNew product segmentsAsked to do more

9

Generation 1 sold 6 million+

unitsGeneration 2 sold to more

OEMs

BrighterSharperSmaller

Cost improved

In transferto SMR

Generation 2LogoLamp

SUPPORTED COMPANY: SMR

10

HybridCameraMonitoringSystem

SUPPORTED COMPANY: SMR

11

Presented on

2017

HybridCameraMonitoringSystem

SUPPORTED COMPANY: SMR

12

Business Development

support on-going

Development transferred

to SMR

Concept proven on show car

Camera Monitoring SystemInstalled in show-cars

SUPPORTED COMPANY: SMR

13

IncreasingMarket

Potential

Ongoing strategic Business

Development support

Camera Monitoring System

SUPPORTED COMPANY: SMR

14

Illuminated scuff

plate contract through SMIA

Innovative Lighting

Expertise

SUPPORTED COMPANY: SMIA, SMP

Acquisition ofMotherson Innovation Lights

15

SUPPORTED COMPANY: SMR, SMP

UniqueBrandingSolutions

Strategic Dialogue

with customers

Surface technologiesMetallic Finishes & Hidden Lighting

16

Imagine a World…

…where power is available everywhere.

IN CLOSE COOPERATION WITH: OSSIA

WIFI Charging

17

What is the pivot of a company?

OUR PERSPECTIVE

18

Value creation in new business areasNon-automotive markets, operational “Pivot“

New MarketsNew opportunitiesBuilt on outstanding performance

19

Re-TimerGen2

IN CLOSE COOPERATION WITH: RE-TIME Australian soccer players using Re-Timer to recover on flights

20

BIOPENStem cell printer pen

Leveraging Medical industry

opportunity for Motherson

Australia

IN CLOSE COOPERATION WITH: University of Wollongong

21

Bladder cancer Diagnostic Device

IN CLOSE COOPERATION WITH: University of South Australia and Flinders University Australia

Leveraging Medical industry

opportunity for Motherson

Australia

22

MAXM Skate

IN CLOSE COOPERATION WITH: MAXM

First test samples in the market

Leveraging Medical industry

opportunity for Motherson

Australia

23

MAXM Skate

IN CLOSE COOPERATION WITH: MAXM

First test samples in the market

Leveraging Medical industry

opportunity for Motherson

Australia

24

Alignment to market trends

beyond 2020to satisfy customers‘ needs

25

Shared mobility. Connectivity.Autonomous mobility.Electrification.

Megatrends in Mobility

26

Wellpositioned

Opportunities inElectrification andshared mobility

27

Use of time

Adding features

More focus oninterior

„Premiumisation“

Interfaces and Sensors

Content andvalue increase

Increased content Value addition

Customer needs

Opportunities inAutonomous andconnected mobility

28

Innovation PlatformsCreating value for OTT and beyond

Future Interior ProjectStarted 2017-01

Phase 1 Completion 2018-01“The Empathic Cockpit”

Future Exterior ProjectStarted 2017Focus area for 2018.

29

Innovation PlatformsCreating value for OTT and beyond

Future Interior ProjectStarted 2017-01

Phase 1 Completion 2018-01“The Empathic Cockpit”

Future Exterior ProjectStarted 2017Focus area for 2018.

30

Innovation PlatformsCreating value for OTT and beyond

Future Interior ProjectStarted 2017-01 / Completed 2018-01

“The Empathic Cockpit”

Future Exterior Project

Day/Night visionNirVision

31

Innovation PlatformsCreating value for OTT and beyond

Future Interior ProjectStarted 2017-01 / Completion 2018-01

“The Empathic Cockpit”

Future Exterior Project

Day/Night visionNirVision

Lidar

32

Innovation PlatformsCreating value for OTT and beyond

Future Interior ProjectStarted 2017-01

Phase 1 Completion 2018-01“The Empathic Cockpit”

Future Exterior ProjectStarted 2017

Day/Night visionNirVision

Lidar

33

35 features integrated byMotherson

Group companies

15 features integrated by technology

partners

Future interior projectThe Empathic Cockpit.

34

Thank you.

1

Safe Harbour

This presentation contains forward-looking statements based on the currently held beliefs and assumptions of the management of the Company, which are expressed in good faith and, in their opinion, reasonable. Forward-looking statements involveknown and unknown risks, uncertainties, market conditions and other factors, which may cause the actual results, financial condition, performance, or achievements of the Company or industry results, to differ materially from the results, financialcondition, performance or achievements expressed or implied by such forward-looking statements. Given these risks, uncertainties and other factors, recipients of this presentation are cautioned not to place undue reliance on these forward-lookingstatements. The Company disclaims any obligation to update these forward-looking statements to reflect future events or developments.