Ndr Auto Components Limited — PPTs, 06-11-2025: Investor Presentation

**NDR Auto Components (NDRAUTO) Q2FY26 & H1FY26 Update**

**Business Performance & Key Metrics:** NDR Auto Components delivered a robust Q2FY26. Total income jumped 14.77% YoY to Rs 200.77 Cr, with net profit at Rs 14.85 Cr and EBITDA margins improving to 11.24%. For the first half (H1FY26), total income reached Rs 386.58 Cr, resulting in a net profit of Rs 28.44 Cr. The company achieved a strong ROCE of 31.07% (excluding non-productive assets), driven by increasing premium content and efficiency gains.

**Growth Drivers & Strategy:** The company is strategically positioned for volume growth, anticipating a demand recovery from Maruti. Key strategic moves include new technology license agreements (TLAs) for Seat Belt Reminder Systems (SBRS) and Physical Latches for car seats, involving proposed investments of Rs 7.43 Cr and Rs 17.43 Cr respectively to expand its product portfolio and manufacturing capabilities.

**Recent Developments:** NDR Auto is actively rolling out several expansion projects, with new facilities for seat trim & frames, ambient lighting, carpets, and sun shades already under implementation. Projects for seat latches and SBRS manufacturing facilities have also been announced.

**Outlook:** Management expects a strong second half (H2FY26) with improved sales traction as supply chain bottlenecks ease. Sunshades and ambient lighting are projected to contribute significantly, alongside the product rollout from the Hayashi Telempu JV early next financial year. The long-term FY2030 vision targets Rs 3,000 Cr in revenues and a ROCE exceeding 25%.