Proud to be part of. Presentation on Results Q4 FY

Proud to be part of. Presentation on Results Q4 FY 201718 23 rd May 2018

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 2

Highlights Highest Ever Quarterly of INR 15,282 crores, up by 38% Q4 net profit* of INR 590 crores, up by 24%, Highest Ever Order book of INR 1.30 lac crores approx. Financial Highlights Q4 FY1718 Financial Highlights FY1718 Consolidated Amount (INR Crores) Growth # (%) Consolidated Amount (INR Crores) Growth # (%) Sales 15,282 38% 1,667 29% PBT 1,199 13% PAT * 590 24% Sales 55,857 33% 5,626 28% PBT 3,776 18% PAT * 1,939 25% Commenting on the results, Mr. Vivek Chaand Sehgal, Chairman, MSSL said We are very grateful for the continued trust of our customers, which reflects in our order book being the highest ever at 1.3 lac crores (17.2 billion Euro) at SMRP BV. It has been an eventful year which has seen huge greenfield expansion to enable execution of the orders in the coming years and on the inorganic side the proposed acquisition of Reydel Automotive is on schedule. We are also very happy with the members from PKC group, who have whole heartedly embraced the Motherson family. There is a lot to be excited about and as always, together, we look forward to greater challenges and even greater rewards. 3 # All comparisons are on consolidated basis and with the same period last year *Adjusted

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 4

Order book status Highest Ever Order Book ( 11.9 bn) ( 12.9 bn) 89,000 94,900 ( 15.2 bn) 1,17,205 ( 17.2 bn) 1,29,785 New Orders worth Rs. 18,109 crores* (Euro 2.4 billion) received during H2 FY18 (Rs. in Crores) (3,320) ( 0.44 bn) ( 2.4 bn) 18,109 New Orders worth Rs. 35,464 crores* (Euro 4.7 billion) received during 12M FY18 Order Book as on 30.09.16 Order Book as on 31.03.17 Order Book as on 30.09.17 SOP H2 FY 18 New Orders H2 FY 18 Order Book as on 31.03.18 5 SOP: Start of production i.e. commencement of commercial execution of orders *Lifetime value at average Euro Rate

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 6

MSSL Consolidated : Q4 FY17 vs Q4 FY18 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 1,600 PBT 1,400 1,200 1,000 11,100 9,476 38% 15,282 2,166 11,118 1,624 1,998 Within India Outside India PKC 1,061 80 13% 1,199 157 18% without PKC 40% Outside India 23 % within India 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 80 1,291 1,211 29% 1,667 157 1,510 Reported PAT (Concern Share) 700 500 475 Start up cost 24% 590 (Rs. in Crores) 72 800 600 981 1,042 300 475 518 400 PBT Start up cost 100 PAT Amortisation / Exceptional costs 7

MSSL Consolidated : 12M FY17 vs 12M FY18 (Rs. in Crores) 60,000 58,000 56,000 54,000 52,000 50,000 48,000 46,000 44,000 42,000 40,000 38,000 36,000 34,000 32,000 30,000 28,000 26,000 24,000 22,000 20,000 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 55,857 33% 41,985 48,753 36,123 5,862 7,104 Within India Outside India 35 % Outside India 21 % within India 5,626 6,000 5,800 5,600 5,400 5,200 4,390 469 5,000 28% 4,800 4,600 4,400 4,200 4,000 205 3,800 3,600 3,400 3,200 3,000 2,800 2,600 5,157 2,400 2,200 4,185 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 Start up cost Reported 8 PBT 5,000 4,800 4,600 4,400 4,200 4,000 3,800 3,600 3,400 3,200 3,000 2,800 2,600 2,400 2,200 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 205 18% 3,776 3,202 469 3,307 2,997 PBT Start up cost PAT (Concern Share) 2,900 2,700 2,500 2,300 2,100 1,900 1,700 1,500 1,300 1,100 900 700 500 300 100 1,554 25% 1,554 1,597 1,939 342 Growth Amortisation / Exceptional costs

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 9

MSSL Standalone : Q4 FY17 vs Q4 FY18 (Rs. in Crores) 2,100 1,691 1,800 1,500 217 1,200 900 1,474 600 22% 2,068 241 1,827 24 % 400 300 200 100 347 13% 392 300 Domestic Exports within India PBT Other income Q4 1617 Q4 1718 Gain on sale of investment 40 loan & investment provision w/b 11% 9 Recovery from customer 8 PAT 11% 500 300 100 365 326 57 308 6% 326 10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32% 34% 36% 38% 40% 42% 44% 46% 48% 50% 52% 54% 56% 58% 60% 62% 64% 66% 68% 70% 50% 48% 46% 44% 42% 40% 38% 36% 34% 32% 30% 28% 26% 24% 22% 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% 4% 6% 8% 350 300 250 200 150 100 50 273 242 50% 48% 46% 44% 42% 40% 38% 36% 34% 32% 30% 28% 26% 24% 22% 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% 4% 6% 8% 10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32% 34% 36% 38% 40% 42% 44% 46% 48% 50% 52% 54% 56% 58% 60% 62% 64% 66% 68% 70% PBT Other Income Reported PBT 10

MSSL Standalone : 12M FY17 vs 12M FY18 (Rs. in Crores) 11 7,500 7,200 6,900 6,600 6,300 6,000 5,700 5,400 5,100 4,800 4,500 4,200 3,900 3,600 3,300 3,000 2,700 2,400 2,100 1,800 1,500 1,200 900 600 300 PBT 1,700 1,500 1,300 1,100 900 700 500 300 100 6,142 834 5,308 19% 7,308 840 6,468 Other income 12M Domestic 1,058 Exports 1,173 1,211 115 15% 1,211 1617 Gain on sale of investment 78 loan & investment provision w/b 9 Recovery from customer 28 PBT Other income Reported PBT 22 % within India 12M 1718 50% 48% 46% 44% 42% 40% 38% 36% 34% 32% 30% 28% 26% 24% 22% 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32% 34% 36% 38% 40% 42% 44% 46% 48% 50% 52% 54% 56% 58% 60% 62% 64% 66% 68% 70% 1,800 1,700 1,600 1,500 1,400 1,300 1,200 1,100 1,000 900 800 700 600 500 400 300 200 100 PAT 1,000 100 150 200 250 300 350 400 450 500 550 600 650 700 750 800 850 900 950 50 1,250 10% 1,380 6% 827 879 50% 48% 46% 44% 42% 40% 38% 36% 34% 32% 30% 28% 26% 24% 22% 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% 4% 6% 8% 10% 12% 14% 16% 18% 20% 22% 24% 26% 28% 30% 32% 34% 36% 38% 40% 42% 44% 46% 48% 50% 52% 54% 56% 58% 60% 62% 64% 66% 68% 70%

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 12

SMRPBV : Q4 FY17 vs Q4 FY18 (In Euro Terms**) (In Million Euro) PBT 6% 1,229 1,301 1,200 1,000 800 600 1,209 1,281 400 200 20 20 0 Within India Outside India 140 120 100 80 60 40 8% 84 91 11 20 73 71 20 0 ** Please refer to Note Start on last up slide. cost PBT 13 ** Please refer to Note on last slide. 200 190 180 170 160 150 140 130 120 110 100 90 80 70 60 50 40 30 20 10 11 115 104 12% 129 20 109 Start up cost PAT (Concern Share) 100 90 80 70 60 50 40 30 20 10 0 32 28 4 7 28 21 Reported PAT Startup & exceptional cost

SMRPBV : 12M FY17 vs 12M FY18 (In Euro Terms**) (In Million Euro) ** Please refer to Note on last slide. PBT 14 6,000 5,800 5,600 5,400 5,200 5,000 4,800 4,600 4,400 4,200 4,000 3,800 3,600 3,400 3,200 3,000 2,800 2,600 2,400 2,200 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0 PBT 500 480 460 440 420 400 380 360 340 320 300 280 260 240 220 200 180 160 140 120 100 80 60 40 20 0 28 4,559 10% 5,024 4,487 4,945 72 79 Within India 240 21% ** Please refer to Note on last slide. Outside India 291 62 212 229 Start up cost 100 120 130 140 150 160 170 180 190 200 210 220 230 240 250 260 270 280 290 300 310 320 330 340 350 360 370 380 390 400 410 420 430 440 450 460 470 480 490 500 110 10 20 30 40 50 60 70 80 90 28 377 349 16% 436 62 374 Start up cost PAT (Concern Share) 300 250 200 150 100 50 0 11% 83 92 10 22 11 73 59 Exceptional Cost Startup Cost Reported PAT

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 15

SMR : Q4 FY17 vs Q4 FY18 (In Euro Terms**) (In Million Euro) 450 400 420 3% 406 4% 350 300 12.1% 13.1% 250 200 400 387 50 40 150 100 30 20 51 53 50 20 19 10 Within India Outside India Revenue growth muted due to forex impact of Euro 26.1 million. % of Sales 16 ** Please refer to Note on last slide.

SMR : 12M FY17 vs 12M FY18 (In Euro Terms**) (In Million Euro) 1,700 1,650 1,600 1,550 1,500 1,450 1,400 1,350 1,300 1,250 1,200 1,150 1,100 1,050 1,000 950 900 850 800 750 700 650 600 550 500 450 400 350 300 250 200 150 100 50 1,575 1,575 1,503 1,498 72 77 200 190 180 170 160 150 140 130 120 110 100 90 80 70 60 50 40 30 20 10 13% 11.6% 10.3% 183 162 Within India Outside India % of Sales Revenue growth muted due to forex impact of Euro 44.7 million. 17 ** Please refer to Note on last slide.

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 18

SMP : Q4 FY17 vs Q4 FY18 (In Euro Terms**) (In Million Euro) 1,200 1,100 1,000 900 810 10% 895 800 700 600 500 400 300 200 100 50 68 11 57 18% 80 20 60 100 Reported ** Startup Cost Adjusted {** After Start up cost for greenfield/ brownfield plants, charged to P&:L} 19 ** Please refer to Note on last slide.

SMP : 12M FY17 vs 12M FY18 (In Euro Terms**) (In Million Euro) 4,000 3,900 3,800 3,700 3,600 3,500 3,400 3,300 3,200 3,100 3,000 2,900 2,800 2,700 2,600 2,500 2,400 2,300 2,200 2,100 2,000 1,900 1,800 1,700 1,600 1,500 1,400 1,300 1,200 1,100 1,000 900 800 700 600 500 400 300 200 100 16% 3,452 2,986 300 250 200 150 100 50 267 22% 220 62 28 205 192 Reported ** Startup Cost Adjusted {** After Start up cost for greenfield/ brownfield plants, charged to P&:L} 20 ** Please refer to Note on last slide.

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 21

PKC : Q4 FY18 & 12M FY18 (In Euro Terms**) (In Million Euro) 1,200 1,100 1,043 1,000 900 800 700 600 500 400 300 275 80 70 60 50 40 30 72 200 20 100 10 17 Q4 201718 FY 201718 Q4 201718 FY 201718 Reported ** 22 ** Please refer to Note on last slide.

Financial Highlights Order book status MSSL Consolidated Q4 & FY18 MSSL Standalone Q4 & FY18 SMRPBV Q4 & FY18 SMR Q4 & FY18 SMP Q4 & FY18 PKC Q4 & FY18 Debt status 23

Net Debt (Rs. in Crores) There is negative exchange impact of INR 1,258 Crore on Gross Debt and INR 932 Crore on Net Debt as comparable to 31 st March 2017 Standalone Consolidated 7,988 7,595 5,465 1,107 1,355 1,053 24 31.03.2017 30.09.2017 31.03.2018 Exchange rate used 31.03.2017 30.09.2017 31.03.2018 Rs./Euro 69.05 77.11 80.29 Rs./USD 64.85 65.28 65.17

Reference Rates, Notes & Safe harbor Copper Rates. Average LME Copper (USD / Ton ) Average LME Copper (USD / Ton ) Exchange Rates. (average) Currency (equal to Rs.) INR to Euro INR to YEN Currency (equal to Rs.) INR to Euro INR to YEN Q4 201617 5,834 FY 201617 5,154 Q4 201617 Q4 201718 % Change 6,959 19.3% FY 201718 % Change 6,444 25.0% Q4 201718 % Change 71.33 79.07 10.9% 0.59 0.59 0% FY 201617 FY 201718 % Change 73.56 75.46 2.6% 0.62 0.58 (6.5%) Notes : 1. This presentation has been prepared from the audited financial results for the year ended on 31 st March 2018. Explanatory notes have been added with additional information 2. refer to the gross sales less excise duty on sales. 3. PBT is before the exceptional items 4. is Profit / Loss before exceptional items + Finance cost + amortization expenses & depreciation expenses 5. SMRPBV, parent company for SMR & SMP prepares financial statements in Euro currency, hence comparative data is given in Euro terms. These results are consolidated in MSSL by using average year todate exchange rates 6. PKC Group has been consolidated and amortisation of intangibles has been done for the first time in the financial year 7. For details, please refer to the results published on the website Safe harbor The contents of this presentation are for informational purposes only and for the reader s personal noncommercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentation also contains forwardlooking 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, are reasonable. Forwardlooking statements involve known and unknown risks, contingencies, 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, financial condition, performance or achievements expressed or implied by such forwardlooking statements. The Company disclaims any obligation or liability to any person for any loss or damage caused by errors or omissions, whether arising from negligence, accident or any other cause. Recipients of this presentation are not to construe its contents, or any prior or subsequent communications from or with the Company or its representatives as investment, legal or tax advice. In addition, this presentation does not purport to be allinclusive or to contain all of the information that may be required to make a full analysis of the Company, target entitles or the proposed transaction. Recipients of this presentation should each make their own evaluation of the Company and of the relevance and adequacy of the information and should make such other investigations as they deem necessary. 25 Thank you.