NDR Auto Components Ltd
NDR Auto Components Q1 FY27 Results & Concall Highlights
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
2 of 3 strong
Not discussed on this call: fundraise, order book.
The short version
NDR Auto aims to achieve INR 3,000 crore revenue by 2030, with current quarterly revenue at approx. Revenue growth target of INR 3,000 crore by 2030, driven mainly by seats and expansion into new products.
From NDR Auto Components Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- NDR Auto aims to achieve INR 3,000 crore revenue by 2030, with current quarterly revenue at approx. INR 220 crore.
- The INR 650 crore order book is expected to incrementally contribute to growth till 2030.
- New projects, including the southern NDR Auto South plant and joint ventures, are expected to drive revenue uptick starting Q2 FY27 and into FY28.
- Expansion into non-seating products like ambient lighting, seat inserts, latch systems, and seatbelt reminders will diversify revenue streams.
- Maruti remains the core client, but business with Toyota, Kia, and other OEMs is being targeted to diversify the client base.
- Bharat Seats subsidiary is showing strong growth (~35% revenue growth in Q1 FY27) and is expected to contribute significantly.
- Revenue growth is aligned with OEM production growth, with outperformance expected as new projects ramp up.
- Overall, incremental revenue growth is expected through organic growth and potential inorganic acquisitions.
Profitability & Margins
See what NDR Auto Components Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current capex planned is approximately INR150 crore across different plants and products, with an expected asset turnover of about 4x.
- Capex for the next couple of years is estimated at INR40 crore to INR50 crore annually.
- Capex is subject to acquiring new business, especially related to two non-product lands on the company's books; the company will announce investments once business viability is confirmed.
- Recently, the company converted debt taken for NDR South plant expansion into equity instead of further increasing capacity immediately.
- New plant commissioning updates: NDR South plant starting production soon; NDR Hayashi facility commenced operations in June 2026 for sunshades; ambient lighting business to start contributing from 2028.
- Strategic investments include joint ventures such as NDR Hayashi and expansion of product portfolio in seats, trims, ambient lighting, and safety products.
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what NDR Auto Components Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at approximately INR 650 crore as of June 2026, similar to the previous quarter's level.
- The order book includes mainly seat frames and seat covers, with additional orders for seat inserts, seat latch, seatbelt reminder systems, and some ambient lighting (smaller portion).
- The order book revenues can be added to the existing revenues, indicating recurring business.
- Incremental order book growth is expected gradually until 2030.
- The company is actively bidding for more business, and updates will be shared quarterly as confirmations come in.
- New products are being introduced, but details on customers and finalized orders are reserved until confirmed.
- The company plans to ramp up these orders over the coming years, with new plants commissioning soon to support this growth.
NDR Auto Components Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹229 Cr, net profit ₹18 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What NDR Auto Components Ltd's management said in earlier quarters
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Frequently Asked Questions
What were NDR Auto Components Ltd Q1 FY27 results?
NDR Auto aims to achieve INR 3,000 crore revenue by 2030, with current quarterly revenue at approx. Revenue growth target of INR 3,000 crore by 2030, driven mainly by seats and expansion into new products.
What is NDR Auto Components Ltd share price analysis?
NDR Auto Components Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 29.7 with a market cap of ₹1,943 Cr. Investors should review the full earnings analysis for detailed insights.
Is NDR Auto Components Ltd planning capital expenditure?
Current capex planned is approximately INR150 crore across different plants and products, with an expected asset turnover of about 4x.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.