Endurance Technologies Management Guidance Tracker

Adding 2.4 million units of ABS capacity (two lines) by March 2026, on top of current 640,000 units, to meet expected 10-fold demand from mandatory ABS regulation.

From current ~13-15% share, aiming for 25% of the estimated 16 million unit ABS market as regulation kicks in.

Key imported machinery to be installed by next month; cylindrical line will support additional programs.

Final guidelines for ABS on >50cc 2Ws and EVs >4kW expected by end of March 2026; SOP for dual-channel ABS ECU in Q1 FY27.

Capex driven by Oric Shendra die-casting plant, alloy wheel plant, battery pack plant, and ABS expansion. Could go higher if ABS orders accelerate.

Lower than prior year's €50 million due to market uncertainty; focus on inorganic growth opportunities.

Management plans to sweat assets and keep India capex below ₹800 crore, focusing on automation and profitable growth.

First line of 1.2M units will be operational in Q1 FY27; second line timing depends on final ABS guidelines expected this month.

New plant for disc brake systems (master cylinder, caliper, disc, hoses) will produce 3M assemblies and 4M discs per annum.

Chennai disc brake, Shendra castings, Aurangabad alloy wheel, and Pune battery pack plants will ramp up; full impact in H2 FY27.

Aurangabad plant with 3.6M units capacity fully booked; SOP for Bajaj started, Royal Enfield next month, Suzuki by end of FY27.

Exports of solar dampers worth ₹24 Cr in 9M; expected to double by year-end; new US client orders from mid-FY27.