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Investor Presentation

Endurance Technologies Investor Presentation: Key Takeaways

Endurance reported strong Q1FY27 consolidated revenue growth of 29.6% YoY, driven by 2W market recovery in India and Maxwell's scale-up, despite standalone EBITDA margin compression from higher input costs.

Highlights
MarginsConsolidated EBITDA margin 13.1% vs 14.3% YoY.
Order bookStandalone peak per-annum order book Rs 5,270 Cr; Europe Euro 185M.
Demand visibilityStrong Indian 2W sales growth of 23.6% in Q1.

Growth

Consolidated Revenue grew 29.6% to Rs 4,348 Cr; PAT rose 8.0% to Rs 245 Cr.

Outlook

FY27 Standalone capex of Rs 196 Cr; 4W battery pack production start expected by Q4FY27.

Risks

Standalone EBITDA margins impacted by input costs; Europe revenues facing headwinds from Chinese OEM share gains.

Last quarter's promises, checked

Delivered

  • Battery pack SOP start week 4 May 2026 → delivered May 2026 (= BEAT)
  • Driveshaft SOP for Tata Motors June 2026 → delivered June 2026 (= BEAT)
  • ABS single-channel ECU in-house SOP → delivered Q1FY27 (= BEAT)

Partly delivered

  • ABS capacity expansion to 18.4 lakh units → delivered ongoing ramp-up (= PARTIAL)
  • AURIC Shendra peak sales Rs 513 Cr → delivered ongoing staggered SOP (= PARTIAL)

Missed

  • Standalone EBITDA margin 13.3% normalized target → delivered 12.6% (= MISS)
Source

Investor Presentation filed with NSE, 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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