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Earnings Call

Endurance Technologies Earnings Call: Key Takeaways

Endurance reported strong FY26 revenue growth but faces near-term EBITDA pressure from commodity inflation and energy spikes. Management is aggressively pivoting to EV-specific components and higher-value technology products like ABS.

Highlights
Revenue growthFY26 consolidated revenue grew 26.1% YoY with strong Q4 volume surge.
MarginsConsolidated EBITDA margin at 14.2%, impacted by non-value-add commodity pass-throughs.
Order bookCumulative new business wins reached ₹5,323 crore, peaking by FY29.
Demand visibilityStrong domestic two-wheeler recovery and robust premium motorcycle segment demand.
Management confidenceBalanced, highlighting growth while acknowledging cost-pass-through negotiation challenges.

Growth

Consolidated revenue grew 26.1% YoY, driven by a 37.3% surge in Q4, primarily volume-led outperformance.

Outlook

Targeting 10% revenue share from four-wheelers; new ABS plant output doubling by FY27.

Risks

Energy cost volatility in Europe and quarterly lags in passing through raw material costs in India.

Source

Earnings Call filed with BSE, NSE: ENDURANCE. Summary written with AI assistance from the document.

Read the document ↗

Endurance Technologies Ltd: key numbers

Share price
₹2,645.90
Market cap
₹37,218 Cr
Revenue (annual)
₹14,596 Cr
Net profit (annual)
₹951.7 Cr
P/E (TTM)
38.4×Sector 33.6×
Promoter holding
75.00%+0.00% QoQ
FII holding
12.69%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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