ENDURANCENSEEndurance Technologies LimitedMediumNeutral
Announced Fri, 22 May · 14:29 IST

Endurance Technologies Limited has informed the Exchange about Transcript

Order Pipeline DisclosedMgmt Guided Margin PressureInvestor Communications View source PDF

ENDURANCE · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+6.6%1-day move
₹2620.00
prior close
₹2721.20
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.1-0.2-0.1-0.0+6.6+4.2+5.0+4.0+3.8-0.1-0.0+2.0+5.0
Up moveDown movePending
AI summary

Endurance Technologies reported strong Q4 and full-year FY26 results. Consolidated Q4 total income grew 37.3% YoY to ₹4,116 crore with EBITDA up 30.8% to ₹598 crore (14.5% margin). Full-year consolidated income reached ₹14,720 crore (26.1% growth) with EBITDA of ₹2,090 crore (14.2% margin) and PAT of ₹952 crore (13.8% growth). Standalone EBITDA margin of 12.6% was impacted by ₹160 crore in raw material cost increases (aluminium/steel +₹73.7 crore), and management clarified margin would have been 13.3% excluding non-value-add commodity pass-through. Management is actively pursuing commodity and energy cost increases with OEMs, with some confirming rates while others are still in negotiation. Multiple new greenfield plants are coming on stream in FY27 — AURIC Shendra (₹513 crore peak orders, SOP June-August 2026), battery pack plant (₹300 crore orders, SOP late May 2026), Chennai brakes plant (SOP July 2026), and an SMT line for ECUs (June 2026). Europe delivered its best-ever quarter at €106.9 million revenue with 20.5% EBITDA margin; Stöferle contributed €21 million revenue and €4.9 million EBITDA in Q4.

Likely market impact

The company is executing well on revenue growth but faces near-term margin pressure from commodity and energy cost inflation, with management expecting Q1 to remain volatile before better normalisation from Q2 onward. Multiple new plant SOPs in FY27 should drive incremental revenue and help offset cost headwinds.