Ndr Auto Components Limited has informed the Exchange about Transcript
NDRAUTO · price
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NDR Auto posted its highest-ever quarterly EBITDA margin of 11.90% in Q4 FY26, with total income of INR229.89 crore (+19% YoY) and full-year EBITDA of INR93.57 crore at 11.34% margins. PAT grew 16% to INR61.94 crore for the full year. The order book stood at INR650 crore (highest ever), entirely from new Maruti Suzuki models, providing revenue visibility through FY30. The company is expanding into non-seating products — ambient lighting, shades, seat latches, seat belt reminder systems — backed by INR150 crore of approved capex. Management confirmed that current ~11.5% EBITDA margins are sustainable and expects similar revenue growth trajectory next year. FY30 revenue target of INR3,000 crore for NDR remains intact, with INR500 crore expected from existing customers/products and INR1,000 crore from new orders (to be updated by year-end). Premiumization in seating could drive 40-50% content increase over 5 years. The Bharat Seats subsidiary target has been revised upward to INR3,500 crore by FY30.
Strong margin performance and record order book reinforce NDR's position as a gaining seat vendor at Maruti Suzuki. The diversification into new products (ambient lighting, BIW) and new OEM relationships (Toyota) provides multi-year revenue visibility, supporting the INR3,000 crore FY30 target.