NDRAUTOBSENDR Auto Components LtdMediumNeutral
Announced Mon, 11 May · 14:17 IST

as per attachment

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

NDRAUTO · price

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Price reaction · full curve 14 horizons · vs prior close
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₹821.05
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₹842.80
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AI summary

NDR Auto Components reported strong FY26 results with total income of Rs. 822.54 crore, up 15.4% year-on-year. EBITDA grew to Rs. 93.57 crore with margins improving to 11.3% from 10.8% in FY25, driven by higher premium content and operational efficiencies. Q4 FY26 saw all-time highest quarterly sales of Rs. 229.89 crore with EBITDA margin of 11.9%. ROCE improved sharply to 36.22% (excluding non-productive land and surplus cash). The company remains debt-free with Rs. 23.26 crore cash on hand. Order book stands at Rs. 650 crore as of March 31, 2026. A second LOI for Ambient Lighting from MSIL was secured, supporting diversification beyond seating solutions. The company has Rs. 149.80 crore in ongoing capex across 5 projects, all funded via internal accruals, targeting SOPs between June–January 2027. The board has set a FY2030 revenue vision of Rs. 3,000 crore with ~35%+ ROCE.

Likely market impact

Consistent margin improvement, a healthy order book, and a clear long-term revenue target of Rs. 3,000 crore by FY30 signal strong operational execution. The zero-debt balance sheet and improving return ratios are positive for investors seeking quality auto ancillaries with growth visibility.