Ndr Auto Components Limited — PPTs, 04-02-2026: Investor Presentation

NDR Auto Components delivered a strong Q3FY26, with revenues climbing nearly 19% year-on-year to Rs 208.99 Cr. For the first nine months (9MFY26), revenue grew 13.7% year-on-year to Rs 595.56 Cr, achieving an all-time high quarterly sales figure. Net profit for 9MFY26 saw an 18.3% rise to Rs 43.64 Cr, driven by an increasing proportion of premium content and enhanced efficiencies. The company reported an EBITDA margin of 11.18% in Q3 and an impressive ROCE (excluding non-productive assets) of 31.65% as of December 31, 2025.

**Growth Drivers or Strategy:**

Strategic growth is centered on deepening OEM partnerships and expanding its product portfolio with disruptive auto ancillaries. The company anticipates a recovery in demand from key OEMs like Maruti and progress in KIA's off-take, fueling volume growth.

**Recent Developments:**

NDR Auto Components holds a robust sales order book of Rs 450 Cr. It is actively expanding capacity with Rs 149.80 Cr allocated to five new projects, including new facilities for seat trims, frames, ambient lighting, and seat safety components across various locations, with expected completion by January 2027.

**Management Commentary / Outlook:**

Management maintains a strong outlook, expecting eased supply chain bottlenecks to further boost sales traction. The company's FY2030 vision targets revenues of Rs 3,000 Cr and a sustained ROCE of over 25%.