Ndr Auto Components Limited — PPTs, 11-05-2026: Investor Presentation

NDR Auto Components delivered strong Q4 and FY26 results. FY26 revenue grew 15.40% YoY to Rs. 822.54 Cr, with Q4 sales hitting an all-time high of Rs. 229.07 Cr. Net Profit for FY26 stood at Rs. 61.94 Cr. EBITDA margins improved to 11.3% for FY26 (from 10.8% in FY25) and 11.9% for Q4 (from 11.3% in Q4 FY25), driven by premium content and efficiency gains. ROCE (excl.) was healthy at 36.22%.

The company is strategically diversifying beyond seating solutions, evidenced by a second Letter of Intent (LOI) for its Ambient Lighting business from MSIL. An order book of Rs. 650 Cr as of March 31, 2026, provides good visibility. Several expansion projects, totaling Rs. 149.80 Cr for new product lines like seat inserts, ambient lights, and seat belt reminders, are under implementation. NDR Auto remains debt-free, funding all capex internally.

Management sees a strong outlook, anticipating improved sales traction this financial year due to easing supply chain issues. The long-term vision aims for Rs. 3,000 Cr revenues and ~35%+ ROCE by FY2030, driven by deepening OEM partnerships and innovative product offerings.