Endurance Technologies Limited — PPTs, 13-08-2025: Investor Presentation

Here is the summary of the attached file:

**1. Financial Highlights:**

Consolidated revenue grew 17.3% YoY to Rs 3,355 Cr. EBITDA rose 17.5% to Rs 480 Cr (14.3% margin), PAT up 11.0% to Rs 226 Cr. Europe's income surged 39%, EBITDA up 46.1%. Maxwell turned EBITDA positive. India operations outperformed the 2-wheeler market's de-growth.

**2. Strategic Initiatives & Growth Drivers:**

Planning new plants: AURIC Shendra (machined castings), Pune (lithium-ion battery packs), and AURIC Bidkin (alloy wheels, 3.6M/year). Expanding Disc Brake/ABS capacity; new Brakes R&D centre underway.

**3. Business Developments:**

Acquired 60% of Stöferle in Germany; raised Maxwell stake to 100%. Won Rs 560 Cr in India (including Rs 300 Cr for battery-packs) and Euro 1.7M in Europe. Adler APTC Clutch pilot lots shipped, commercial launch imminent.

**4. Market Position & Competitive Advantage:**

Holding 91 patents, the company secured significant EV orders: Rs 300 Cr for e-4W batteries, cumulative Rs 1017 Cr in India EV. Europe's order book shifts heavily to EV/Hybrid (41%/42%), reducing ICE revenue focus.

**5. Investor Implications:**

Positive growth potential from capacity expansions, strong EV pivot, and acquisitions. Robust order book (including Rs 3,225 Cr in RFQs) signals future revenue visibility. Execution risks on new projects and Europe's product mix transition are key to monitor.