Q4 2026 NDR Auto Components Ltd Earnings Call Transcript
Key Points
- NDR Auto Components Ltd (BOM:543214) reported a 19% year-on-year growth in total income for Q4 FY26, reaching INR229.89 crores.
- The company achieved its highest ever EBITDA margins at 11.90% for the quarter, with a 25% year-on-year growth in EBITDA.
- The order book reached INR650 crores as of March 31, 2026, marking the highest in the company's history, providing strong medium-term revenue visibility.
- NDR Auto Components Ltd is expanding its product offerings, including ambient lighting and seatbelt reminder systems, with a CapEx plan on track.
- The company has adequate land available for expansion, with 26 acres in Aurangabad and 9 acres in Kulkora, which will help reduce costs for setting up and expanding capacities.
- There was a delay in the start of production at the new Bangalore plant for the Hayashi JV, pushed from April to June due to operational issues.
- The company experienced a negative operating cash flow, attributed to payments for a Delhi office, support for a subsidiary, and increased MSME vendor payments.
- Employee expenses increased by 33% for the financial year, reflecting the need to hire for business growth.
- The company faces challenges in securing new orders for the JV, with a current small order book despite significant CapEx investment.
- NDR Auto Components Ltd does not provide annual revenue guidance, which may leave investors seeking more immediate financial projections.
Ladies and Gentlemen, good day and welcome to the NDR Auto Q4 FY26 Earnings Conference Call.
(Operator Instructions)
I now hand the conference over to Mr. Gavin Desa from CDR India.
Thank you and over to you, sir.
Thank you. Good day, everyone, and welcome to all of you participating on this Q4 and FY26 earnings call for India Auto Components. We also have with us today Mr. Pranav Relan, the whole-time Director; Mr. Vikram Krishna Rathi, CFO and Vice President; Mr. Rakesh Rustagi, GM, Finance and Accounts; and Mr. Rajat Bhandari, Executive Director and Company Secretary.
Before we begin, I would like to mention that some statements made in today's discussions may be forward-looking in nature and are subject to risks and uncertainties. A statement in this regard is available in the presentation on the exchanges and shared with you earlier. We will start the call with opening remarks from the management following which we will have an interactive Q&A session.
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