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Investor Presentation

NDR Auto Components Investor Presentation: Key Takeaways

NDR Auto reported strong Q1 FY27 results with 19.56% YoY revenue growth. The zero-debt company is diversifying into ambient lighting and sunshades while expanding its manufacturing footprint.

Guidance and delivery
Management target Revenue FY30
Highlights
Revenue growth19.56% YoY
MarginsEBITDA margins stable at 11.88% vs 11.01% YoY
Order bookRs. 650 crore as of June 30, 2026
Demand visibilityStrong customer demand across all OEMs
Management confidenceHigh

Growth

Revenue reached Rs. 221.45 cr, up 19.56% YoY. Consolidated EBITDA grew to Rs. 26.44 cr with 11.88% margins.

Outlook

FY2030 vision targets Rs. 3,000 crore revenue and ~35% ROCE. Total project expansion capex of Rs. 149.80 cr.

Risks

Macro environment remains challenging; margins depend on efficiency gains and premium product mix.

Last quarter's promises, checked

Delivered

  • Guided 11.5% EBITDA margin → delivered 11.88% (= BEAT)
  • Guided INR 650cr order book → delivered INR 650cr (= BEAT)
  • Guided zero debt/internal accruals for capex → delivered zero debt (= BEAT)

Partly delivered

  • Guided Hayashi JV production start April → delivered June (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: NDRAUTO. Summary written with AI assistance from the document.

Read the document ↗

NDR Auto Components Ltd: key numbers

Share price
₹746.60
Market cap
₹1,776 Cr
Revenue (annual)
₹822.5 Cr
Net profit (annual)
₹61.94 Cr
P/E (TTM)
27.4×Sector 33.6×
Promoter holding
73.13%+0.00% QoQ
FII holding
0.08%Current quarter

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

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