Proud to be part of a bigger plan. Investor presentation.

Proud to be part of a bigger plan Investor presentation. February 2016

Overview SMG overview MSSL overview MSSL performance 02

In 1983, we were asked to demonstrate our capabilities by making a t-coupler. It was the start of a journey to what today is a $ 7 billion Group. 03

Samvardhana M ot her son business por t folio. 01 wiring harnesses. 02 Rear view mirrors. 05 M etal working. 06 IT, engineering and design. A vertically integrated maker of wiring harnesses for passenger, commercial and of -road vehicles as well as for other industrial applications. One of the w orld s major producers of interior and exterior rear view mirrors and detection systems to all major OEMs. Provider of cutting tools, bimetal band saw blades, gear cutting tools, thin film coating tools and sintered metal parts along with precision met al machined components. IT, Engineering and Design supports all product development within our verticals including product design, virtual validation, prototyping, computer aided engineering (CAE) services, tool design and design of jigs. 03 Polymers and modules. 04 Elastomers. 07 M anufacturing support. The Group is one of the world s most advance and vertically integrated Tier 1 makers of interior and exterior modules and polymer par ts. Provider of a wide r ange elastomer solutions for a spectrum of industries including automotive, medical, home appliance s and general industrial applications. Creating a wide range manufacturing support solutions, such as air compressors, paint coating equipment, auxiliar y equipment for injection moulding machines and automotive manufacturing engineering. Proud to be part of the Samvardhana Motherson Group. 05

01 Purpose and vision. The vision of the Group has been the same all along. To be a globally preferred solut ions provider. Proud to be part of the world s most admired brands. To be a globally preferred solutions provider. 07 Photo by Modestas Urbonas

02 Performance. Quality Costs Design + development Delivery Management Safety Environment Sustainability Manuel Oetsch runs our state of the art plant in Schierling, Germany. 08

03 Trust. Global par tner for Daimler. SMG r ecei ves t he Dai ml er 2014 Awar d f or Par t ner shi p on 26 Febr uar y 2015 09 Investor Presentation May February 2015 2016

SMG received the prestigious "Volkswagen Group Supplier Award 2015", a significant recognition from the Volkswagen Group. The award-winners are distinguished by their innovative power, product quality, development competence, sustainability and professional project management. 12 SMP has been included in FAST ("Volkswagen FAST Future Automotive Supply Tracks ) for bumpers and door trims

04 Asked to do more. 2009 Customers asked us to look at what become the acquisition of SMR. Grew by 28 % during the Lehman crisis 08-09. 13

With SMR, we were connected to all the world s major car makers. And they saw how SMR turned itself around as it became the part of Motherson family Porsche Renault Nissan VW group Toyota Mazda JLR Hyundai PSA Suzuki GM Opel Daimler Lamborghini BMW FIAT Honda Ford Aston Martin 13 14 Investor Presentation February August 2015 2016 Photo by Folkert Gorter.

04 Asked to do more. That led us to an opportunity to look at Peguform. Which eventually led to the acquisition of what is today SMP. 2011 Peguform was approximately the same size of the entire Motherson Group. 15

04 Asked to do more. Three legs of our growth. 1 2 ORGANIC GROWTH of existing businesses 3 INORGANIC GROWTH through strategic acquisitions ORGANIC GROWTH OF ACQUIRED BUSINESS CONTINUOUS NON-LINEAR GROWTH PREFERRED SOLUTIONS PROVIDER Being a customer-led, globally preferred solutions provider, through full system solutions and vertical integration LEADING COSTS Taking costs out of local production by leveraging our emerging market presence globally MULTIPLE SOLUTION SOURCES Motherson makes solutions itself Joint ventures Acquisitions 16

05 Growth. Increasing content and value per car. Being asked to create more solutions per vehicle, for more customers at more locations around the world. 17

MSSL business portfolio Polymer & Tooling Rear View Mirrors Polymer & Tooling* 55% Interior & Exterior Polymer modules Rear view mirrors* 29% Wiring Harnesses Wiring Harness* 15% Polymer components & Tool Manufacturing Elastomer Processing, Precision Metal Machining & Others Elastomer, metal & Others* 1% 19 19 *For FY 2014-15

01 Wiring Harness Market leader with over 65% market share of passenger car wiring harnesses in India Serving a global customer base through manufacturing bases spread across India, Middle East, Europe, Sri Lanka, Thailand, Japan and Mexico Strong presence in Europe two-wheeler and material handling equipment markets along with commercial vehicle segment in USA Full service supplier with complete in-house design capability, design validation and lab testing which enables SMG to provide complete design support to its customers Vertical backward integration for critical wiring harness components JV PARTNERS Sumitomo Wiring Systems, Japan; Kyungshin Corporation, South Korea 20

01 Wiring harness global locations 21

02 Rearview Mirrors Samvardhana Motherson Reflectec (SMR), which acquired the global rear view mirror business of Visiocorp in March 2009, is a leading manufacturer of automotive rear view mirrors in the world Presence in India since 1996 through initial JV with Britax, which later on became a part of Visiocorp Supplying products to the top ten OEMs, totalling more than 360 individual programmes 24 manufacturing plants across the world in growing markets like China, India, Korea, Brazil and Mexico Technology leader with over 600 patents and a history of innovations 22% share of global passenger car rear view mirror market, and a 53% share in India JV PARTNERS Ningbo HuaXiang Electronic Co. Ltd., China; Poong Jeong Ind Co. Ltd., South Korea 22

02 Mirror division global locations AUSTRALIA 23

03 Polymer processing One of the largest moulded parts, assemblies and modules suppliers to the European automotive industry through Samvardhana Motherson Peguform (SMP), acquired in November 2011, and to the Indian automotive industry through polymer division Motherson Automotive Technologies and Engineering (MATE) Over 55 manufacturing facilities across the globe Over 1,500 machines of injection, gas, compression and blow moulding Injection moulding machines from 5 tons 4000 tons (hydraulic / electric) Complete in-house post processing facilities, including paint shop Robotic trimming / welding (heat stake/ ultrasonic/ vibration) operations LPI injection moulding JV PARTNERS Sumitomo Wiring Systems, Japan; Vacuform 2000 Pty Ltd, South Africa; Changshu Automobile Interior Decoration Co. Ltd., China; Blanos Partners S.L., Spain; Nippon Pigment (S) Pte. Ltd., Japan; Toyota Tsusho Corporation, Japan; Eissmann Automotive, Slovakia 24

03 Polymer division global locations 25

04 Elastomer Processing & other Business Elastomer processing Machined Metal Components Environment Management Systems Manufacturing facilities in India and Australia Manufacturing processes include: Rubber extruded components Rubber Mixing Injection & Compression Moulding Capabilities Rubber Compounding Manufacturing parts for the automotive and for other industrial applications Specialise in machining of high precision, critical application metal components Also manufacturers high precision metal turning and plastic metal combined parts JV PARTNER Dremotech GmbH & Co. Kg Gemrnay Manufacturing and marketing Aerobin, a home and garden waste containment system Patented Aeration technology Product launched in Australia, Europe & Japan JV PARTNER Ecompost, Australia 26

Customer-wise sales* Tata Motors 2% Kia Motors 2% General Motors 3% Porsche 3% Mercedes- Benz/Daimler 5% Ford 5% FIAT 1% Toyota 1% Maruti Suzuki 5% Others 13% Renault Nissan 5% BMW 6% Audi 21% Hyundai 6% Seat 8% VW 12% 3CX15 Working on a policy to balance and grow the business in such a way that no Single customer Single country Single component should constitute more than 15% of the turnover * For FY 2014-15 27

5 year plans - consolidated net sales 3X $ 18 bln. targeted achieved 3.6X 5X 3X 7X 5X 9X 5X $ 5.5 bln. $ 5 bln. $ 1.5 bln. INR 59 cr. INR 153 cr. INR 100 cr. INR 1,029 cr. INR 1,000 cr. $ 1 bln. 1995 2000 2005 2010 2015 2020 All numbers are computed based on published rupee numbers and are rounded off. 28

5 year plans - Sales from outside India targeted achieved <1% 85% 29

5 year plans - Return on Capital Employed (ROCE) standalone 39% 37% 41% 40% Targeted 40%. Excluding Acquisitions done post announcement of Vision 2015 36% consolidated 22% 26% 2005 2010 2015 2020 30

Other 5-year targets targeted achieved Dividend payout ratio 40% target. 43% 44% s 32% c 62% s 37% c Global presence in 26-27 countries. Largest customer contribution. 27% 15% < 25% < 20% 25 countries 3CX15 2005 2010 2015 2020 S : Standalone, C : Consolidated 31

Vision 2020 Our 5th five-year plan 01 02 $ 18 billion FY19-20. 40% ROCE (consolidated). 03 04 3CX15 40% of consol. profit as dividend. 32

Group structure Public and Others Sumitomo Wiring Systems (SWS) (Japan) Sehgal Family Sojitz Corporation Employees 34.5% 25.6% 3.0% 90.3% 6.5% 3.2% Motherson Sumi Systems Limited (MSSL) 36.9% Samvardhana Motherson International Limited (SMIL) Other JVs and subsidiaries 51%* 49%* Samvardhana Motherson Automotive Systems Group B.V. (SMRP BV) (Netherlands) 98.5% Samvardhana Motherson Reflectec (SMR) 100% Samvardhana Motherson Peguform (SMP) *Shareholding held indirectly as on 31 st Dec 2015 not a legal structure 34

Returns to shareholders through consistent value creation Returns to shareholders through consistent value creation 1594 x 268 x 85 x IPO 8 x Cumlative Dividend Capital Value Total Value 1993 2000 2005 2010 2015 2,500 invested in MSSL IPO will be worth 3,970,772 + cumulative dividend of Rs 146,048 = 1647 times * of the original investment value * At closing rate of 10 th February 2016 35 Investment value in Rupees

Old Mkt Cap Shown Correct MSSL sales and milestones (Rs. in Million) 29903.68 cr 400,000 Consolidated 2015-16 Current* market cap. USD 4.54 Bn 300,000 200,000 1993 MSSL listed on the stock 1986 exchange 100,000 Incorporated as a joint venture 0 301 FY 93-94 15,276 20,281 592 956 1,103 1,145 1,157 1,530 2,304 2,965 4,188 5,899 7,812 10,155 FY 94-95 1995 First five-year plan. FY 95-96 FY 96-97 FY 97-98 FY 98-99 2000 First publicly announced five-year plan. FY 99-00 FY 00-01 FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 2009 Visiocorp acquisition to form SMR. FY 07-08 25,956 FY 08-09 67,022 2011 Peguform acquisition to form SMP. FY 09-10 81,756 FY 10-11 147,022 FY 11-12 252,253 FY 12-13 303,580 FY 13-14 344,903 FY 14-15 * As on 10 th Feb 2016 36

Financial performance CONSOLIDATED SALES CAGR 38.8% $ 5.5 Bn 11% (Rs. in Million) 252,253 303,580 47,275 344,903 52,590 Consolidated Sales 251,684 279,654 41,585 45,672 39,035 $ 1.5 Bn 67,022 20,431 81,756 32,516 147,022 38,226 108,796 206,581 256,305 292,313 212,649 238,069 46,591 49,240 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 Nine months FY 14-15 Outside India Within India Total Nine months FY 15-16 36

Financial performance Remove Concern Share PAT, DIVIDEND PAYOUT AND DIVIDEND PAYOUT RATIO (consolidated) 10,000 40% 37% 65% (Rs. in Million) 40% 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 2,428 32% 786 3,908 32% Acquired Peguform in Nov 11, exceptional expenses & MTM on long term loans 1,239 2,596 1,034 4,445 31% 1,376 7,650 34% 2,580 8,625 3,184 5,224 PAT 8,600 35% 30% 25% 20% 15% 10% 5% - 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 Nine months FY14-15 PAT (Concern Share) Dividend Payout Dividend Payout Ratio Nine months FY15-16 0% 38

Financial performance TOTAL EQUITY, NET DEBT AND EBITDA* 41,466 Acquisition of Peguform in Nov 2011 (Debt fully consolidated) 43,096 39,336 37,489 Net debt is at lowest level and is equivalent to 1X EBIDTA 43,381 (Rs. in Million) 54,317 47,450 36,738 60,000 45,000 18,363 23,744 26,915 19,092 28,678 32,387 32,348 30,000 13,676 6,692 4,749 9,075 10,627 15,000 9,168 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 - Total Equity (including minority) Net Debt EBITDA 39 * Excluding other income and exchange fluctuations * As per clause 41, figure for EBITDA is for LTM (Last Twelve Months )

Financial performance Return of Average Capital Employed (ROACE) 37% 36% 27% 30% 35% 39% 41% 26% 26% 36% Excluding acquisitions done post announcement of Vision 2015 22% First year of consolidation after Visiocorp takeover 15% Peguform Acquisition 18% First full year of consolidation after Peguform takeover Completed three acquisitions in 2014-15 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 Consolidated ROACE Standalone ROACE 40

Samvardhana Motherson Reflectec (SMR): Performance since acquisition (Euro in Million) Net sales** EBIDTA # / % to sales** GROWTH= 69 % (w.r.t 2010-11) GROWTH = 136 % (w.r.t 2010-11) 17% 620 755 860 993 1,119 1,276 911 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 Nine months 2014-15 1,070 Nine months 2015-16 200 180 160 140 120 100 80 60 40 20-5.7% 35 7.0% 5.0% 53 43 6.5% 64 9.6% 9.8% 9.3% 9.7% 107 125 85 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 Nine EBIDTA % to sales 22% months 2014-15 104 Nine months 2015-16 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% **At exchange rate used for translation, please refer to note on last slide. # Before exchange gain / loss on long term loans 41

Samvardhana Motherson Peguform (SMP): Performance since acquisition (Euro in Million) Net sales** EBIDTA # / % to sales ** GROWTH= 22 % (w.r.t 2012-13) GROWTH = 99 % (w.r.t 2012-13) 677 1,826 1,917 2,222 1,573 25% 1,964 160 140 120 100 80 60 40 1.3% 3.8% 69 5.5% 105 6.2% 137 6.2% 29% 97 6.4% 125 7.0% 6.0% 5.0% 4.0% 3.0% 2.0% 20 9 1.0% 2011-12* 2012-13 2013-14 2014-15 Nine months FY 2014-15 Nine months FY 2015-16 - 2011-12* 2012-13 2013-14 2014-15 Nine months Nine months EBIDTA % to sales FY 2104-15FY 2105-16 0.0% * For 4 months as the acquisition was done on 23 rd Nov 2011 * For 4 months as the acquisition was done on 23rd Nov 2011 **At exchange rate used for translation, please refer to note on last slide.. # Before exchange gain / loss on long term loans 42

Net Debt SMRP BV raised 10 years Bonds of Euro 100 millions @ 3.7% pa in June 2015 45,655 2,230 47,450 2,265 (Rs. in Million) 37,942 32,387 2,086 2,202 3,874 2,746 3,026 1,637 31.03.2015 30.06.2015 30.09.2015 31.12.2015 Standalone Consolidated - Total Consolidated Due within one year 43

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 involve known and unknown risks, uncertainties 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 forward-looking statements. Given these risks, uncertainties and other factors, recipients of this presentation are cautioned not to place undue reliance on these forward-looking statements. The Company disclaims any obligation to update these forward-looking statements to reflect future events or developments. Thank you. Note : ** 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 exchange rates..