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NDRAUTOCOMPONENTS Manufacturing 15 May 2026

Ndr Auto Components Ltd — Q4 FY26

Ndr Auto Components delivered a strong Q4 FY26 with total income of ₹229.89 crore (+19% YoY) and EBITDA of ₹27.36 crore (+25% YoY), achieving record EBITDA margins of 11.90%.

bullish high
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Revenue ₹229 Cr +19%
EBITDA ₹27 Cr +25%
PAT ₹18 Cr
EBITDA Margin 12%
Duration 36 min
Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Ndr Auto Components delivered a strong Q4 FY26 with total income of ₹229.89 crore (+19% YoY) and EBITDA of ₹27.36 crore (+25% YoY), achieving record EBITDA margins of 11.90%. The order book surged to ₹650 crore (highest ever), driven entirely by new Maruti Suzuki model wins, providing revenue visibility through 2030. Management highlighted premiumization trends (ventilated/power seats) and expansion into non-seating products like ambient lighting and sunshades via the Hayashi JV. Capex of ₹150 crore is underway for new product lines, with an additional ₹40-50 crore for existing order book execution. The company raised its FY30 revenue target to ₹3,500 crore. Risks include potential margin pressure from commodity inflation and execution delays in new product ramp-ups.

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Focused Modules

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Risk Intelligence

Commodity price inflation

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Quarter Snapshot

Order Book ₹650 crore
+44% QoQ

Highest ever order book, entirely from new Maruti Suzuki models, providing revenue visibility through 2030.

ROCE 36.22%
flat

Strong return on capital employed, excluding surplus cash earmarked for expansion.

Revenue Target FY30 ₹3,500 crore
+307% vs FY26

Revised upward from ₹3,000 crore, driven by order book and premiumization.

Ambient Lighting Revenue ₹10-20 crore
new

Initial revenue from two small orders; expected to scale with further OEM wins.

Fast read

Guidance and risk preview

Top guidance FY30 revenue target of ₹3,500 crore

Management raised the long-term revenue target from ₹3,000 crore to ₹3,500 crore by FY30, driven by order book and premiumization.

Top risk Commodity price inflation

Rising raw material costs could pressure gross margins, though management noted indexed contracts provide some protection.

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