NDR Auto Components Ltd (BOM:543214)
₹ 717.5 -15.7 (-2.14%) Market Cap: 17.07 Bil Enterprise Value: 17.45 Bil PE Ratio: 26.29 PB Ratio: 4.77 GF Score: 92/100

Q4 2025 NDR Auto Components Ltd Earnings Call Transcript

May 9, 2025 / 10:30 AM GMT
Release Date Price: ₹737.6 (+7.50%)

Key Points

Positve
  • NDR Auto Components Ltd (BOM:543214) reported a significant increase in PAT for Q4 FY25, up by 44.11% compared to the same quarter last year.
  • The company has entered into a 50-50 joint venture with Hayashi Tempuro, aiming to bring innovative offerings to the Indian market.
  • NDR Auto Components Ltd (BOM:543214) has secured its first order from Toyota for ambient lighting, marking a significant expansion in its product offerings.
  • The company has a strong order book, with expectations to grow its revenue to 3,000 crores over the next five years through organic growth and joint ventures.
  • Return ratios remain robust, with ROE and ROCE standing at 25.78% and 32.29% respectively for the full year.
Negative
  • The company's revenue growth for the quarter was only 9%, which was lower than expected despite new product launches.
  • There is a delay in the commencement of supply for Maruti's EV models, impacting current revenue figures.
  • The company anticipates some margin drag initially from the new joint venture with Hayashi Tempuro.
  • NDR Auto Components Ltd (BOM:543214) faces challenges in maintaining its EBITA margins due to strategic pricing and cost-cutting measures.
  • The company has received tax notices and is involved in legal proceedings, which could pose potential risks.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NDRA.NS - NDR Auto Components Ltd
Q4 2025 NDR Auto Components Ltd Earnings Call
May 09, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the India Auto Company Limited Q4 25 earnings conference call. As a reminder, all participant line will be enlisted on mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing start and 0 on your touchtone phone. Please note that this conference is being recorded.

I now have the consents over to Mr. Rasha Baar from CDR India.

Thank you and over to you, sir.

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Unidentified_2 [2]
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