Any current/future capex/capital investment/strategic investment?

AURIC Shendra four-wheeler casting plant: Plant infrastructure to be ready by February 2025, with SOP planned for June 2025. Investment in fully automated die casting machines, advanced machining, and finishing equipment. Includes India's first di-electric powder coating service for EV platforms. AURIC Bidkin 2W alloy wheel project: Progressing as scheduled to widen OEM customer base. New future-ready R&D facility (G45) for 2W, 3W, 4W suspensions: Set to start soon; will include advanced labs for innovation, electronics, and testing. Suspension greenfield facility in India: Location and

Future growth expectations in sales/revenue/volumes?

Endurance Technologies projects continued positive growth with double-digit percentages observed in recent quarters (Page 14). European subsidiaries grew revenues by 16.1% and EBITDA by 22.1% despite a challenging market (Page 4). Q3 FY25 revenues were Rs. 21.9 billion (standalone) and Rs. 28.8 billion (consolidated), reflecting year-on-year growth of 9.2% and 11.3% respectively (Page 11). Orders worth Rs. 7,806 million won this year (excluding Bajaj) with 50% attributed to electric vehicles and 40% to 4-wheelers, signaling strong future potential (Page 9). New large orders for 4W suspension a

Future growth expectations in earnings/operating earnings/profits/EPS?

Endurance Technologies has shown consistent double-digit growth in recent quarters, with expectations for similar future growth. Consolidated earnings per share (EPS) more than doubled since IPO FY17, from Rs. 23.48 to Rs. 48.38 in FY24, and Rs. 56.97 for the trailing 12 months. Q3 consolidated profit after tax grew 21.1% year-on-year. EBITDA growth in Europe was strong despite a challenging market, with 26.7% increase in Q3 FY25. The acquisition of Stöferle is expected to add up to €80 million in sales and €15-16 million in EBITDA, enhancing strategic position and profitability. Investments t

Current/ Expected Orderbook/ Pending Orders?

Total new orders won this year (excluding Bajaj Auto): Rs. 7,806 million Orders secured for AURIC Shendra plant (4-wheeler castings): Rs. 2,200 million Orders pursued through RFQs currently in hand: Rs. 3.2 billion Approximately 50% of Rs. 7,806 million orders are for electric vehicles 40% of Rs. 7,806 million orders pertain to 4-wheeler segments Aluminum casting orders till date this year: Rs. 3,779 million (from Tata Motors, Valeo, Ather, HMSI, Piaggio, etc.) Suspension new orders won: Rs. 1,413 million (various OEMs including Hero MotoCorp, HMSI, Kawasaki, TVS) Brakes new orde

Any current/future new fundraising through debt or equity?

There is no mention of any current or planned fundraising through debt or equity in the provided transcript. Specifically, regarding the acquisition of Stöferle, it was stated that the company will be bought "without cash and without debt." The European operations, including the Stöferle acquisition, are being managed largely with internal accruals, aiming for early payback. No explicit references to raising fresh debt or equity capital for other purposes or future projects were noted in the discussion.

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Endurance Technologies LtdQ4 FY26Auto Components

Endurance Technologies Ltd Q4 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹2,622P/E: 37.1Market Cap: ₹35.8K CrSector: Auto Components

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

→Endurance Technologies projects continued positive growth with double-digit percentages observed in recent quarters (Page 14).
→European subsidiaries grew revenues by 16.1% and EBITDA by 22.1% despite a challenging market (Page 4).
→Q3 FY25 revenues were Rs. 21.9 billion (standalone) and Rs. 28.8 billion (consolidated), reflecting year-on-year growth of 9.2% and 11.3% respectively (Page 11).
→Orders worth Rs. 7,806 million won this year (excluding Bajaj) with 50% attributed to electric vehicles and 40% to 4-wheelers, signaling strong future potential (Page 9).
→New large orders for 4W suspension and castings expected to increase sales and margins, particularly from exports and sophisticated aluminum casting (Pages 17-18).
→Plans to begin 4W braking business ramp-up target the last quarter of FY26 (Page 15).
→Expansion via acquisition (Stöferle) and new plants (AURIC Shendra, advanced R&D for suspension) support medium-term growth (Pages 13, 6, 17).

Margin guidance

Category 3

→Endurance Technologies has shown consistent double-digit growth in recent quarters, with expectations for similar future growth.
→Consolidated earnings per share (EPS) more than doubled since IPO FY17, from Rs. 23.48 to Rs. 48.38 in FY24, and Rs. 56.97 for the trailing 12 months.
→Q3 consolidated profit after tax grew 21.1% year-on-year.
→EBITDA growth in Europe was strong despite a challenging market, with 26.7% increase in Q3 FY25.
→The acquisition of Stöferle is expected to add up to €80 million in sales and €15-16 million in EBITDA, enhancing strategic position and profitability.
→Investments totaling EUR 160 million over the last 5 years underpin technology leadership and profitability.
→The company is optimistic for future quarters based on strong order wins and ramp-up in 4W suspension and braking business.
→Continuous margin expansion is supported by cost efficiencies in India and Europe.

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Fundraise plans

→There is no mention of any current or planned fundraising through debt or equity in the provided transcript.
→Specifically, regarding the acquisition of Stöferle, it was stated that the company will be bought "without cash and without debt."
→The European operations, including the Stöferle acquisition, are being managed largely with internal accruals, aiming for early payback.
→No explicit references to raising fresh debt or equity capital for other purposes or future projects were noted in the discussion.

Order book

Yes

→Total new orders won this year (excluding Bajaj Auto): Rs. 7,806 million
→Orders secured for AURIC Shendra plant (4-wheeler castings): Rs. 2,200 million
→Orders pursued through RFQs currently in hand: Rs. 3.2 billion
→Approximately 50% of Rs. 7,806 million orders are for electric vehicles
→40% of Rs. 7,806 million orders pertain to 4-wheeler segments
→Aluminum casting orders till date this year: Rs. 3,779 million (from Tata Motors, Valeo, Ather, HMSI, Piaggio, etc.)
→Suspension new orders won: Rs. 1,413 million (various OEMs including Hero MotoCorp, HMSI, Kawasaki, TVS)
→Brakes new orders won: Rs. 1,710 million (including Hero MotoCorp, Honda, Mahindra, Royal Enfield, TVS)
→Transmission clutch assembly new orders: Rs. 524 million
→Drive shaft business new orders: Rs. 450 million
→Maxwell subsidiary orders: Rs. 2.5 billion
→Pursuing Rs. 32 billion in RFQs across various OEM customers outside Bajaj across product segments

Capex plans

Yes

→AURIC Shendra four-wheeler casting plant: Plant infrastructure to be ready by February 2025, with SOP planned for June 2025. Investment in fully automated die casting machines, advanced machining, and finishing equipment. Includes India's first di-electric powder coating service for EV platforms.
→AURIC Bidkin 2W alloy wheel project: Progressing as scheduled to widen OEM customer base.
→New future-ready R&D facility (G45) for 2W, 3W, 4W suspensions: Set to start soon; will include advanced labs for innovation, electronics, and testing.
→Suspension greenfield facility in India: Location and land finalized, details to be shared in next call. Targeted as India's finest shock absorber facility.
→Embedded electronics: Accelerating development of mid/high voltage Battery Management Systems (BMS) and motor control/power electronics solutions, collaborating with semiconductor partners.
→Acquisition of Stöferle (Germany): Strategic, with no debt; expands capabilities and customer base, potentially integrating high-pressure die casting components.
→Ongoing CapEx: EUR 160 million invested in the last 5 years; future investments targeted at technology and automation.

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