Q4 2025 Endurance Technologies Ltd Earnings Call Transcript
Key Points
- Endurance Technologies Ltd (BOM:540153) secured a significant INR300 crore order for EV applications from international customers, including leading global OEMs.
- The company is expanding its product offerings with a new four-wheeler suspension system, which has garnered strong interest from leading OEMs in India.
- Endurance Technologies Ltd is diversifying into non-auto sectors, such as solar panel racking systems, with potential revenue growth from INR25-50 crores to INR500-1000 crores in the next few years.
- The company is making strategic investments in new plants and technologies, such as the AURIC Shendra plant, which is expected to reach peak revenue by FY27.
- Endurance Technologies Ltd's European operations have shown resilience, with a 17% EBITDA margin despite increased energy costs, and the company expects continued growth in the region.
- The development of the new four-wheeler suspension system is in its early stages and will require significant time and investment before commercialization.
- The company faces competition in the alloy wheel business, which could impact margins despite efforts to maintain profitability.
- Endurance Technologies Ltd has made a provision of INR5.3 crores due to uncertainties with KTM supplies, indicating potential financial exposure.
- The company is heavily investing in CapEx for new projects, which may impact short-term returns and margins.
- There is potential exposure to tariff implications in the US market, which could affect revenues from European operations.
(audio in progress) technology, a battery is designed, developed by completely Endurance in-house.
Okay, that's quite helpful. My second question is that you mentioned, Anurang, about a INR300 crore order win on e-food wheeler application from international customers. So Valyu and Yazaki, you called out specifically. Can you talk a little bit about what are the products that we are doing for all four of them and which market we plan to supply and little bit more color on the new US and EU OEM, whatever you can share?
See, three of the customers, which are Valyu, and the two other OEMs which I cannot name, but they are leading global OEMs, I mean in the world, I would say, these are products mainly for EVs. And these are castings like your NCAPS. And there are -- okay, I mean I cannot mention all these names, but these are castings required for EVs. Very
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