NDR Auto Compon.
NDR Auto Components Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #25 of 66 in Auto Components
See the sector's top 10 — free with your mobile number.
The short version
NDR Auto Components is optimistic about continued strong profitable growth and value creation for stakeholders.
From NDR Auto Compon.'s Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Order book stands at INR 450 crore, expected to gradually convert into revenue over the next 2-3 years, starting mostly in second half of FY27.
- New business acquisitions and expansions in customer and product portfolio are ongoing, supporting future growth.
- Bharat Seats aims for revenue between INR 3,000 to 3,500 crore over next 4-5 years, driven mainly by passenger vehicle segment from Maruti Suzuki.
- Premiumization in seats is expected to increase revenues more than volumes for both NDR and Bharat Seats.
- Capacity utilization is about 80-85%, with no current constraints; capacity expansion will follow new business wins.
- New JV with Hayashi and ambient lighting product introduction offer additional growth avenues.
2 more points from NDR Auto Compon.'s call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what NDR Auto Compon. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- NDR Auto Components has an ongoing capex plan towards backend infrastructure for new product offerings including Seat Inserts, Seat Trims and Frames, Ambient Lighting, Sun Shades, Seat Latches, and Seat Belt Reminders.
- A capex of INR 80.49 crore is approved for the JV with Hayashi (NDR Hayashi Automotive) focusing on ambient lighting and sunshade parts, targeted for completion by April 2026.
- Additional business acquisitions are in progress which may require further capital investments.
- The company owns ample land for expansion: 26 acres at Aurangabad and 9 acres at Kharkhoda, supporting future capacity increases and cost efficiencies.
2 more points from NDR Auto Compon.'s call on capex
Create a free account to keep reading this call
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 Compon. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book as of December 31, 2025, stands at INR 450 crore, providing medium-term revenue visibility.
- No new orders were won in the last quarter; several orders have gone into production.
- The INR 450 crore order book is expected to convert into sales gradually over the next two to three years, with most production ramp-up toward the end of FY27.
- The company is actively quoting for new business and acquiring new orders.
2 more points from NDR Auto Compon.'s call on order book
Create a free account to keep reading this call
NDR Auto Compon. — 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.
Full financials →Continue your research
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
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
NDR Auto Compon. and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were NDR Auto Compon. Q3 FY26 results?
NDR Auto Components is optimistic about continued strong profitable growth and value creation for stakeholders.
What is NDR Auto Compon. share price analysis?
NDR Auto Compon. currently shows a neutral. 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 Compon. planning capital expenditure?
NDR Auto Components has an ongoing capex plan towards backend infrastructure for new product offerings including Seat Inserts, Seat Trims and Frames, Ambient Lighting, Sun Shades, Seat Latches, and Seat Belt Reminders.
Keep NDR Auto Compon. on your radar — track it to get its next earnings analysis in your feed.
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.
