Ndr Auto Components Limited — Investor Meet, 15-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NDR Auto Components reported Q4 revenue of Rs. 193.21 Cr, up 9.2% YoY, with EBITDA rising 25.8% to Rs. 21.86 Cr (11.3% margin) and PAT up 44.1% to Rs. 16.45 Cr. FY25 revenue grew 18.5% to Rs. 717.1 Cr, EBITDA jumped 29.8% to Rs. 77.65 Cr (10.8% margin), and PAT increased 37.6% to Rs. 53.25 Cr. A 50:50 JV with Japan’s Hayashi Telempu has secured a Toyota order expected to generate Rs. 300-400 Cr over five years from FY28. The order book stands at Rs. 1100-1200 Cr organically, with goals to double in five years aided by JVs and acquisitions. Management is focused on OEM relationships, product diversification, and steady margin growth, supported by organic cash flows and Rs. 20 Cr annual capex mainly for EV and tooling projects. The outlook is confident with disciplined margin and payout targets.