Ndr Auto Components Limited has informed the Exchange about Transcript
NDRAUTO · price
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NDR Auto Components reported Q1 FY26 total income of Rs. 185.81 crore (up 7.97%), EBITDA of Rs. 20.46 crore (up 16.98%) with margins at 11.01%, and PAT of Rs. 13.6 crore (up 17.87%). Growth was driven by new product ramp-ups (KIA, sunshades, e-Vitara) and strong Maruti exports, partially offset by Maruti's deferral of e-Vitara production and weak KIA uptake. The board approved a Rs. 27.29 crore investment in a new Anantpur facility for KIA (seat frames and covers), expected to start production in Q2 FY27 with peak revenue potential of Rs. 80-100 crore. The order book stands at Rs. 1,100-1,200 crore over two years, plus an additional Rs. 300-350 crore from new wins. Management indicated FY26 revenue will be slightly lower than earlier guidance but reiterated the long-term Rs. 3,000 crore target.
Margin expansion of 200 bps QoQ and EBITDA growth outpacing revenue growth are positives, but management's reluctance to reaffirm specific FY26 revenue guidance and acknowledgment of a slowdown may temper near-term sentiment. The new KIA facility and BIW project provide clear visibility on incremental revenue, while the intact Rs. 3,000 crore long-term target offers an upside anchor.