BSE Auto Sector Regulatory Filings — October 27, 2026

27-10-2026

Bajaj Auto Limited's Board, on the recommendation of the Nomination and Remuneration Committee, approved the appointment of Ms. Pallavi Joshi Bakhru (DIN: 01526618) as a Non-executive Independent Director for a first five-year term from 01 January 2027 to 31 December 2031, subject to shareholder approval. The company confirmed she has not been debarred from holding directorship by SEBI or any other authority. The Board meeting ran from 12:00 noon to 03:10 p.m. on 27 October 2026.

• · Nominee has over 30 years of experience in corporate tax, litigation, international arbitration under BIT, tax structuring, and FEMA regulatory matters, currently leading Family Office and Private Client Services at Grant Thornton Bharat.
• · Previously served as Head of Tax at a large $15 billion natural resources group for five years.
• · Nominee is not related to any other Directors of the Company.
• · Disclosure made under Regulation 30 of SEBI Listing Regulations, referencing SEBI Master Circular dated 30 January 2026, with the intimation also posted on the company website per Regulation 30(8).

27-10-2026

Maruti Suzuki reported record Q2 FY 2026-27 sales of 696,654 units (+26.5% YoY) and record Net Sales of INR 506,155 million (vs INR 401,358 million), with domestic market share up 2.2 percentage points to 40.8%. However, EBIT fell to INR 28,037 million from INR 33,820 million due to West-Asia-linked commodity cost increases, and Net Profit declined to INR 24,149 million from INR 33,028 million amid mark-to-market losses on invested surplus. Export sales were slightly down at 108,119 units vs 110,487 units.

• · Export sales declined 2.1% YoY in Q2 despite the challenging geopolitical situation
• · Demand continues to outpace supply: network inventory of about 17 days and roughly 200,000 pending bookings
• · Board approved incorporation of a Section 8 company to set up the Osamu Suzuki Centre of Excellence as a CSR activity focused on Japanese manufacturing philosophy and vocational skills
• · Sequential EBIT recovered 10.8% from Q1 to Q2 FY 2026-27 despite commodity headwinds

27-10-2026

Bajaj Auto Limited has appointed Mr. Madhusudan Gopalan as Chief Product Officer (CPO) and member of Senior Management, effective 16 November 2026, as disclosed under Regulation 30 of the SEBI Listing Regulations. He joins from Procter & Gamble, where he is currently Senior Vice President, Grooming & Oral Care, Asia Pacific Focus Markets, based in Singapore, with over two decades of global business leadership experience. This is a senior management appointment disclosure with no quantitative financial impact disclosed.

• · Mr. Gopalan previously served as SVP & Country Head, India & South Asia at P&G, and earlier as Country Head, Indonesia and VP Commercial & Marketing Leader, ASEAN
• · He holds an MBA from IIM Calcutta and a Bachelor of Engineering from College of Engineering, Guindy (Anna University)
• · Disclosure states no relationship with other directors (Not Applicable)

27-10-2026

Maruti Suzuki India Limited filed its investor presentation for Q2 FY'27 (quarter ended 30 September 2026) and H1 FY'27 standalone results. Volume and revenue grew strongly year-on-year (sales volume up 26.5% to 696,654 units; net sales up 26.1% to INR 506,155 million), but profitability weakened sharply: Operating EBITDA fell 6.3% YoY to INR 47,633 million (margin down 330 bps to 9.4%) and PAT fell 26.9% YoY to INR 24,149 million (margin down 340 bps to 4.8%), driven by adverse commodity prices linked to the West Asia conflict, adverse foreign exchange movement and mark-to-market losses on invested surplus. Sequentially, Q2 revenue and volume edged up (+1.3% and +2.0%) and operating EBITDA rose 10.5%, but PBT and PAT fell 27-28% QoQ as non-operating income dropped sharply.

• · Management attributed margin compression to adverse commodity prices linked to the West Asia conflict, adverse foreign exchange movement, and mark-to-market losses on invested surplus, partly offset by improved realization, operating leverage and cost reduction
• · Q2 FY'27 export volumes declined 2.1% YoY to 108,119 units, and sales to other OEMs fell 23.2% YoY
• · Q2 FY'27 material cost rose to 79.9% of net sales from 75.7% a year earlier, the largest adverse margin driver
• · Sequentially, Q2 FY'27 PBT fell 27.1% and non-operating income dropped to 0.8% of net sales from 3.7% in Q1, reflecting mark-to-market losses on surplus investments
• · Q2 FY'27 Q-o-Q higher manufacturing overheads and higher depreciation from a new facility and new model dies were cited as negatives
• · Domestic growth was led by UVs (+52.3% YoY) and LCVs (+23.5%), while Mini+ rose 31.9% and Compact+ Mid-size UVs rose 52.3%

27-10-2026

Bajaj Auto Limited has intimated to BSE and NSE that Mr. Kailash Zanzari, who was appointed Chief Product Officer in May 2025, has had his designation changed to Chief Operating Officer effective 27 October 2026. He continues as part of senior management under Regulation 16(1)(d) of the SEBI Listing Regulations. The filing is a routine personnel designation change with no financial figures disclosed.

• · Filing references the earlier stock exchange intimation dated 29 May 2025 regarding Mr. Zanzari's original appointment as Chief Product Officer.
• · Annexure A states that no brief profile is applicable and no director relationship disclosure is required, as this is a change in designation rather than a new appointment.
• · Disclosure is also being posted on the company website at www.bajajauto.com/investors/disclosures per Regulation 30(8).

27-10-2026

Bajaj Auto Limited's Board of Directors, on the recommendation of the Nomination and Remuneration Committee at its meeting on 27 October 2026, approved the appointment of Ms. Pallavi Joshi Bakhru (DIN: 01526618) as a Non-executive Independent Director for a first term of five consecutive years from 01 January 2027 to 31 December 2031, subject to shareholder approval. The filing confirms she has not been debarred from directorship by SEBI or any other authority, and that she is not related to any other Director of the Company.

• · Director nominee leads Family Office and Private Client Services at Grant Thornton Bharat, with expertise in corporate tax, FEMA matters, and international arbitration under BIT
• · Previously served as Head of Tax at a large $15 billion natural resources group for five years
• · Currently serves as Independent/Non-executive Director at Gaberial India Limited and Neuland Laboratories Limited
• · Board meeting commenced at 12 noon and concluded at 3:10 p.m. on 27 October 2026
• · Disclosure made under Regulation 30 of SEBI Listing Regulations, with intimation also to be posted on the company website per Regulation 30(8)

27-10-2026

Samvardhana Motherson International Limited informed the exchanges that the USD 19,500 penalty issued by the New York State Workers' Compensation Board (NYS WCB) to its indirect wholly owned subsidiary, Motherson Technology Services USA Limited (MSID USA), has been rescinded following MSID USA's appeal, and the penalty now stands revoked and ineffective. This is an update to the company's October 14, 2026 intimation about the original penalty.

• · The penalty was rescinded after MSID USA submitted an appeal to NYS WCB, which resulted in a 'Notice of Penalty Rescission'.
• · The company's original intimation regarding the penalty was dated October 14, 2026.

28-10-2026

Tata Motors reported Q2 FY27 standalone revenue of ₹23,900 crore (up 42% YoY), with EBITDA of about ₹2,800 crore (up 31%, margin 11.7%, down 90 bps YoY) and EBIT of ₹2,300 crore (margin 9.7%, down 50 bps YoY). Management highlighted that commodity inflation (about 590 bps headwind on EBIT margin in the quarter) was almost entirely offset by operating leverage, cost efficiency and improved realization, and that the IVECO open offer is set to settle on 30 October 2026. Growth was positive but mixed: domestic ASPs were flat YoY despite price increases due to a higher mix of light and small commercial vehicles in the Indonesia export order, and management expects Q3 YoY growth to taper to high single digits in HCV and SCV.

• · Standalone EBIT rose to ₹2,300 crore, but margin fell 50 bps YoY, while Q2 consolidated EBIT margin rose 20 bps YoY to 8.9% due to JV and associate profit share
• · Consolidated PBT before exceptional items of ₹1,800 crore compared against a loss of ₹550 crore in Q2 FY26, distorted by mark-to-market on Tata Capital investment
• · Working capital release of ₹2,679 crore in Q2 was partly timing-related and expected to partially reverse as payables normalize
• · Management guided Q3 FY27 commodity cost increase of 150 to 200 bps, with steel and rubber as main drivers; steel at 52-week high, up ~40% YoY
• · Q3 FY27 demand growth expected in high single digits to early double digits, with HCV and SCV slowing to single digits
• · IVECO offer price raised from EUR14.10 to EUR14.40 per share (declared best and final); ~35% shares tendered as of 22 October; settlement expected 30 October 2026
• · EV salience in SCV pickups was about 12% in Q2 and could reach up to 20%; Delhi-NCR EV-only registration rule from 1 January is a driver
• · Management acknowledged lost demand in ILMCV and electric SCVs due to supply chain constraints (castings, machining, battery cells)
• · Fleet utilization was weaker at the start of Q2 for HCV, ICV cargo and SCV, but improved through the quarter
• · Price increases in FY27 totalled roughly 6.5% to 7.5% across four actions, yet management said they do not fully cover commodity inflation

28-10-2026

TML CV Holdings B.V., an indirect wholly owned subsidiary of Tata Motors Limited, announced the final results of its voluntary tender offer for all common shares of Iveco Group N.V. The offer received 238,157,212 tendered shares, taking the offeror's stake to approximately 89.42% of Iveco's share capital net of treasury shares, and the offer became fully effective and unconditional. Payment of EUR 14.40 per share (including a EUR 0.30 additional cash component added on 9 October 2026) is scheduled for 30 October 2026, with an acceptance reopening on 2-6 November 2026.

• · Acceptance period ran from 7 September 2026 to 26 October 2026, with CONSOB approving the offer document on 3 September 2026
• · Payment for shares tendered in the initial acceptance period is due 30 October 2026; payment for shares tendered during the reopening is due 13 November 2026
• · Reopened acceptance window runs 2-6 November 2026, 8:30 a.m. to 5:30 p.m. CET
• · If the offeror holds more than 90% (but under 95% with affiliates), it will initiate a voluntary purchase procedure; at 95% or more, it will commence a Dutch legal squeeze-out
• · If neither threshold is met, the offeror intends to achieve delisting through a Post-Offer Demerger and Liquidation already approved by Iveco's EGM on 16 October 2026
• · The offeror has not purchased Iveco shares outside the offer since the offer document date of 4 September 2026

27-10-2026

Schaeffler India Limited's Board of Directors, at its meeting on October 27, 2026, approved the unaudited standalone and consolidated financial results for the quarter ended September 30, 2026, along with the Limited Review Report from the Statutory Auditors. The Board also approved the appointment of Joshi Apte & Associates (Firm Registration No. 000240) as Cost Auditors for financial year 2026. The filing does not disclose the quarter's revenue, profit, or EPS figures, so no period-over-period performance can be assessed from this document.

• · Board meeting commenced at 17:00 IST and concluded at 19:50 IST on Tuesday, October 27, 2026.
• · Joshi Apte & Associates is a Peer Reviewed firm with 17 years of cost management accountancy experience and 11 partners, and is eligible under the Cost & Works Accountants Act, 1959.
• · The filing was made under Regulations 30 and 33 of the SEBI Listing Obligations and Disclosure Requirements, 2015.

27-10-2026

Schaeffler India Limited's Board of Directors, at a meeting held on October 27, 2026, approved the unaudited standalone and consolidated financial results for the quarter ended September 30, 2026, along with the Limited Review Report from the Statutory Auditors. The Board also approved the appointment of Joshi Apte & Associates (FRN 000240) as Cost Auditors for financial year 2026. The filing contains no quantitative financial figures (revenue, profit, or margins) in the body text; those figures are only in the enclosed results documents.

• · Board meeting commenced at 17:00 IST and concluded at 19:50 IST on Tuesday, October 27, 2026
• · Joshi Apte & Associates has 11 partners, a 17-year track record, and is a Peer Reviewed firm registered with the Institute of Cost Accountants of India
• · Appointment disclosed under Regulation 30 read with SEBI Circular SEBI/HO/CFD/PoD2/CIR/P/0155 dated November 11, 2024
• · Financial results are unaudited; a Limited Review Report by the Statutory Auditors accompanies them

27-10-2026

Schaeffler India reported Q3 2026 (quarter ended September 30, 2026) revenue from operations of INR 30,058 million, up 27.4% YoY and 12.1% QoQ, with PBT before exceptional items of INR 4,970 million (up 20.4% YoY). However, PBT margin contracted to 16.5% from 17.5% a year earlier, and management noted earnings quality was marginally impacted by rising input costs and a weakening INR. For the nine months, revenue rose 21.4% to INR 81,942 million and PBT rose 17.9% to INR 13,752 million, but net profit margin slipped to 12.5% from 12.9%.

• · Management cited rising input costs and a weakening INR as factors marginally impacting earnings quality, partly mitigated.
• · Management highlighted strong demand from the automotive sector and stronger-than-expected industrial output, with both intercompany exports and domestic business growing at double-digit rates.
• · Q3 2026 net profit margin of 12.3% was not compared against a prior-period figure in the release.

28-10-2026

Maruti Suzuki India Limited has filed a routine disclosure confirming that the audio recording of its investors' conference call held on 27 October 2026, covering financial results for the quarter ended 30 September 2026, has been uploaded to the company website. The filing contains no financial figures, performance metrics, or guidance; the substantive results content is not included in this document.

• · Investors' call on Q2 FY27 financial results (quarter ended 30 September 2026) was held on 27 October 2026
• · Audio recording of the call is available at the company's investor company-updates page on the Maruti Suzuki website

27-10-2026

Tata Motors Limited disclosed under Regulation 30 a press release announcing a collaboration with Amazon to deploy 3,000 electric trucks (Tata Ultra E.7) across Amazon's transportation network in India, starting in Delhi during the festive season and expanding to the 2,800-km Delhi–Bengaluru–Chennai NH48 corridor. Under the arrangement, Tata Motors supplies the trucks while Amazon's carrier partners own and operate them; the filing contains no quantified financial impact, revenue figures, or period-over-period financial comparisons.

• · Amazon targets net-zero carbon emissions by 2040 under The Climate Pledge.
• · Tata Motors will provide charging infrastructure, servicing and operational support alongside vehicle supply.
• · Initial rollout is in Delhi during the festive season, with light- and medium-duty trucks deployed on middle-mile routes.
• · Charging hubs for the corridor are being developed with Yahhvi.

27-10-2026

Maruti Suzuki India Limited's Board approved, on 27 October 2026, the incorporation of 'Osamu Suzuki Centre of Excellence (OSCOE) Foundation', a Section 8 not-for-profit company to be wholly owned by the company. The entity will promote vocational and technical skills and Japanese manufacturing practices under CSR per Section 135 / Schedule VII. The initial paid-up share capital is INR 100,000 across 10,000 equity shares of INR 10 each, fully subscribed in cash by the company, and incorporation awaits Registrar of Companies approval.

• · Board meeting commenced at 11:50 a.m. and the decision was taken at 1:10 p.m. on 27 October 2026, with the meeting continuing
• · Disclosure made under Regulation 30 of SEBI Listing Regulations, 2015, referencing SEBI Master Circular dated 30 January 2026
• · Entity to focus on Japanese manufacturing philosophies, culture and teachings of Mr. Osamu Suzuki to strengthen India's manufacturing competitiveness

27-10-2026

Bajaj Auto reported standalone total revenue from operations of ₹20,003.43 Crore for the quarter ended 30.09.2026, up from ₹14,922.05 Crore in the corresponding quarter of the prior year, with standalone profit for the period of ₹3,353.76 Crore versus ₹2,479.74 Crore a year earlier. On a consolidated basis, revenue from operations rose to ₹25,125.56 Crore from ₹15,734.74 Crore, and consolidated profit for the period attributable to owners was ₹3,436.10 Crore versus ₹2,122.03 Crore. Results are unaudited, and the quarter-on-quarter comparison shows that consolidated employee expenses and finance costs rose sharply while consolidated other income declined.

• · Consolidated employee benefits expense rose to ₹1,373.54 Crore from ₹1,387.09 Crore in the prior quarter's comparison base of ₹527.45 Crore a year earlier, a sharp year-on-year increase of about 160%.
• · Consolidated finance costs increased to ₹468.69 Crore from ₹66.66 Crore a year earlier, roughly seven times the prior-year level.
• · Standalone other income declined to ₹419.34 Crore from ₹511.83 Crore in the preceding quarter (about 18% QoQ decline), while consolidated other income fell to ₹551.12 Crore from ₹687.86 Crore.
• · Standalone sales volume rose to 1,548,884 units from 1,294,120 units a year earlier, about 19.7% YoY growth.
• · Consolidated share of profits of associate swung to ₹40.45 Crore from a loss of ₹634.47 Crore in the prior-year quarter.

27-10-2026

Maruti Suzuki India Limited reported standalone revenue from operations of ₹533,402 million (₹53,340 Cr) for the quarter ended September 30, 2026, up 26.0% YoY from ₹423,323 million, while standalone profit for the period fell to ₹24,149 million from ₹33,028 million, a decline of 26.9% YoY. Consolidated profit for the period was ₹24,661 million versus ₹33,490 million a year earlier, down 26.4%, and consolidated EPS (basic and diluted) was ₹78.44 versus ₹106.52. Top-line growth was strong, but profitability weakened sharply on a YoY basis, and sequentially profit also declined from the June 2026 quarter.

• · Standalone revenue from operations for the half year ended September 30, 2026 was ₹1,057,959 million, up from ₹809,253 million, a 30.7% increase.
• · Standalone profit for the half year fell to ₹57,670 million from ₹70,609 million, a 18.3% decline.
• · Standalone employee benefits expense rose to ₹23,467 million from ₹20,456 million YoY (+14.7%), and depreciation rose to ₹19,596 million from ₹17,028 million (+15.1%).
• · Standalone other income fell to ₹4,298 million from ₹9,661 million YoY (-55.5%) and fell sharply from ₹18,737 million in the June 2026 quarter.
• · Standalone profit before tax declined sequentially to ₹31,658 million from ₹43,413 million in the June 2026 quarter (-27.1%).
• · Standalone basic EPS was ₹76.81 for the quarter versus ₹105.05 a year earlier and ₹106.62 in the June 2026 quarter.
• · Standalone changes in inventories of finished goods were a negative ₹28,387 million in the quarter, versus a positive ₹29,021 million in the prior quarter.
• · Standalone quarterly cost of materials consumed rose to ₹374,884 million from ₹253,241 million YoY (+48.0%).