Ndr Auto Components Limited — PPTs, 11-08-2025: Investor Presentation

**Financial Highlights:**

NDR Auto Components reported robust Q1FY26 results. Revenues climbed 7.97% to 185.22 Cr, with EBITDA margins improving to 11.01%. Net Profit increased to 13.60 Cr. The company maintains zero debt and a strong ROCE of 34% (excluding non-productive assets). Outlook remains positive, expecting improved H2 sales from easing supply chain issues.

**Strategic Initiatives & Growth Drivers:**

A new state-of-the-art facility is planned in Anantpur, AP, a 27.29 Cr investment over two years, targeting new KIA business for Metal Frames and Seat Covers. Strong contributions are expected from Sunshades and Ambient Lighting. The FY2030 vision targets 3,000 Cr in revenue and 25%+ ROCE, with expanded capacities for Maruti, Toyota, and KIA.

**Business Developments:**

Sunshade deliveries have ramped up, contributing to growth despite a slow macro environment and managing impacts from muted e-Vitara supply/lower KIA off-take. Focus remains on increasing premium content.

**Market Position & Competitive Advantage:**

NDR Auto Components leverages high entry barriers in seating systems, backed by an in-house testing lab. With 35+ years of experience and established JVs with Suzuki, Maruti, Toyo Seats, and Toyota Boshoku, it solidifies its leadership and scale, catering to ~30% of Maruti’s needs.

**Investor Implications:**

The strong financial performance, strategic investments, and robust market position signal positive growth potential. The clear long-term vision and expansion efforts present a compelling investment narrative.