India Nippon Electricals Limited has informed the Exchange about Investor Presentation
INDNIPPON · price
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India Nippon Electricals (INEL), a Lucas-TVS group company, filed its September 2025 investor presentation with the exchanges. The company is a Tier-1 auto component maker specializing in electronic ignition systems for two-wheelers (91% of FY25 revenue), three-wheelers, and general purpose engines. FY25 revenue grew to INR 8,448 Mn (3-year CAGR of 14.26%), with EBITDA margin expanding to 11.27% from 8.78% in FY22 and PAT reaching INR 823 Mn (EPS of INR 36.37). Q1FY26 revenue stood at INR 2,247 Mn with PAT margin improving to 10.32%. The company is debt-free with ROCE of 21.66% and ROE of 26.37% in FY25, and dividend per share doubled from INR 6.25 in FY22 to INR 12.50 in FY25. INEL holds 28% market share in Flywheel Magnetos (No. 1 in India) and is expanding into EV components (traction motors, motor controllers, DC-DC converters) and a new EFI-ECU segment through a technical licensing partnership. Aftermarket sales (currently ~12% of revenue) are targeted to reach 15%.
For shareholders, the presentation reinforces a steady growth story with improving margins, strong capital efficiency, and a clear diversification roadmap into EV and aftermarket segments. The candid discussion of headwinds (16% EV penetration in 2W, US/Europe recession, trade tariffs) provides balance, but overall the financial trajectory and debt-free, dividend-paying profile remain supportive for long-term holders.