Endurance Technologies Limited — PPTs, 12-11-2025: Investor Presentation

Endurance Tech reported robust Q2FY26 consolidated revenue of Rs 3604 Cr (+22.6% YoY) and H1FY26 revenue of Rs 6958 Cr (+20% YoY). European operations saw a major revenue boost, partly from the Stöferle acquisition. Profitability also increased healthily across the board.

The company is strategically expanding its EV footprint, setting up new capacities for ABS, Disc Brakes, machined castings, and a lithium-ion battery pack plant. Production for a new alloy wheel plant (fully booked) and Adler's APTC Clutch has commenced. Acquisitions like Stöferle (Germany) and Maxwell (100% stake) strengthen market position.

Recent business wins include Rs 909 Cr in India for FY26 (Rs 300 Cr for battery-packs) and Euro 12.7 million in Europe, with Rs 4,209 Cr in RFQs under discussion. Cumulative EV orders in India stand at Rs 1195 Cr.

Q2FY26 Consolidated Revenue was Rs 3604 Cr (+22.6% YoY), EBITDA Rs 498 Cr (+21.9% YoY), and PAT Rs 227 Cr (+12.0% YoY). An incentive of Rs 70 Cr was booked in H1FY26.

Management projects peak new orders of Rs 3500 Cr by FY28, backed by substantial capex (Rs 460 Cr in India, Euro 22.3 million in Europe). The strategic shift to EV/Hybrid is key, with European ICE revenue expected to decline.