Motherson (MOTHERSUMI) Investor Presentation summary

Global presence and scale

• Ranked among the top 15 global automotive suppliers with FY24 gross consideration of $17.2 billion and 45 acquisitions across industries, operating in 44 countries.

• Operates 358 units, 33 technical centers, and 9 representative offices, with over 2,800 granted patents and a workforce exceeding 190,000 worldwide.

• Recognized with 300+ awards since 2020-21 from leading automotive and non-automotive customers for quality, innovation, and sustainability.

• Chairman inducted into the Automotive Hall of Fame, reflecting strong customer trust.

Business diversification and technological expertise

• Highly diversified across components, customers, and geographies, with top 20 customers accounting for over 70% of revenue and emerging markets contributing over 50%.

• Evolved from limited content in the 2000s to a technology partner with over 2,800 patents and entry into Tier 0.5 business, enabling access to new technologies via M&As.

• More than 95% of the product portfolio is powertrain agnostic, supporting ICE, hybrid, and electric vehicles.

Automotive business strength and growth

• Automotive booked business grew from $69.1 billion in March 2023 to $83.9 billion in March 2024, with 23% from EVs and most revenue expected over 5-6 years.

• Revenue CAGR of 17.3% from FY22 to FY24, outpacing market growth, driven by megatrends like SUVisation, premiumization, and cleaner mobility.

• Functions as both Tier 1 and Tier 0.5 supplier, offering high integration and cross-selling opportunities.