NDR Auto Components Ltd
NDR Auto Components Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #25 of 66 in Auto Components
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The short version
NDR Auto Components maintains an optimistic outlook with a FY30 revenue target of INR 3,000 crore. The company is optimistic about growth opportunities driven by easing supply bottlenecks and GST rate cuts.
From NDR Auto Components Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- NDR Auto Components maintains an optimistic outlook with a FY30 revenue target of INR 3,000 crore.
- Expected revenue mix by FY30 includes INR 1,000 crore from joint ventures (JVs) and INR 2,000 crore from organic growth.
- Incremental sales for FY26 are likely below the earlier INR 250-300 crore target due to model delays; some spillover expected into FY27.
- Market improvement post-GST cut and easing supply chain bottlenecks are expected to boost demand, especially in H2 FY26.
- New orders and ramp-ups including e Vitara and Kia Carens models are anticipated to improve volumes in upcoming quarters.
2 more points from NDR Auto Components Ltd's call on revenue
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Profitability & Margins
See what NDR Auto Components Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- NDR Auto Components is investing INR 7.43 crore in a Seat Belt Reminder Sensor (SBRS) project with Fujikura Ltd, integrating sensor technology into front and rear seats.
- An investment of INR 17.43 crore is planned for seat latch manufacturing under an agreement with Fisher Dynamics; seat latches enhance safety and increase boot space.
- For the Kia project, a new plant "NDR Auto South" is being set up in Ananthpur for seat covers and frames.
- The total investment in the Hayashi JV is INR 80 crore (including debt), higher than earlier stated INR 66 crore equity, with production expected to start in 2027.
2 more points from NDR Auto Components Ltd's call on capex
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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 is about INR 400 crore to INR 450 crore.
- Received one new model order from Maruti Suzuki recently.
- Additional orders include seat latch and seat belt reminder sensor projects.
- New Maruti model production to start towards end of 2027 or early 2028 (EV vehicle).
- Bidding for new models in BIW segment beyond existing orders.
- Orders from Kia include ongoing sunshade business and new Carens order starting production in Q3 FY26.
2 more points from NDR Auto Components Ltd's call on order book
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NDR Auto Components Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were NDR Auto Components Ltd Q2 FY26 results?
NDR Auto Components maintains an optimistic outlook with a FY30 revenue target of INR 3,000 crore. The company is optimistic about growth opportunities driven by easing supply bottlenecks and GST rate cuts.
What is NDR Auto Components Ltd share price analysis?
NDR Auto Components Ltd currently shows a neutral. The stock trades at a P/E of 25.1 with a market cap of ₹1,641 Cr. Investors should review the full earnings analysis for detailed insights.
Is NDR Auto Components Ltd planning capital expenditure?
NDR Auto Components is investing INR 7.43 crore in a Seat Belt Reminder Sensor (SBRS) project with Fujikura Ltd, integrating sensor technology into front and rear seats.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.