Endurance Technologies Limited is enclosing herewith the transcript of conference call held on 15th May, 2026 in respect of the Company''s Q4 FY 2025-26 financial results. The Transcript ....
ENDURANCE · price
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Endurance Technologies reported strong Q4 FY26 results with standalone revenue of Rs 2,975 crore (up 31% YoY) and consolidated revenue of Rs 4,116 crore (up 37% YoY). Full year FY26 standalone revenue reached Rs 10,696 crore with 20% growth. The company won orders worth Rs 1,596 crore in India during FY26, with 4W and non-automotive orders comprising Rs 743 crore (nearly 50% of total). Key capacity expansions include a new 12 lakh ABS unit plant (SOP Sept 2026), Chennai disc brake plant (SOP July 2026 for Royal Enfield), and AURIC Shendra plant for 4W EV casting (SOP June 2026). European operations achieved a record quarter with EBITDA margin of 20.5%. Management flagged headwinds from commodity inflation (Rs 160 crore impact) and energy costs but expects better performance from Q2 FY27 onward.
The stock may see positive reaction given strong revenue growth of 30%+ and robust order wins of Rs 5,323 crore since FY22. However, margin pressure from raw material costs (RMC increased to 66.8% from 65.3%) and new plant startup costs may limit immediate upside. The diversified order book across 4W, EVs, and non-auto provides multi-year revenue visibility.