NDR Auto Components Ltd (NSE:NDRAUTO)

Q2 2026 NDR Auto Components Ltd Earnings Call Transcript

Nov 07, 2025 / 06:30AM GMT

Release Date Price: ₹956.15 (-2.81%)

Transcript

Key Points

Positve

NDR Auto Components Ltd (BOM:543214) reported a 14.35% growth in total income for Q2 FY26, reaching INR200.76 crores.
EBITDA for Q2 FY26 increased by 20.77% to INR22.58 crores, with margins improving to 11.24%.
The company signed two new technology license agreements, expanding its product portfolio with seatbelt reminder sensors and seat latches.
NDR Auto Components Ltd (BOM:543214) anticipates additional revenue and improved margins from the new technology agreements.
The company maintains a positive outlook with a revenue target of INR3,000 crores by FY30 and a ROCE of 25%.

Negative

The production ramp-up for the e-Vitara project is expected to be slower than initially anticipated, affecting revenue projections.
One of the vehicle models did not perform well, impacting the expected incremental revenue for FY26.
The company does not expect to achieve the previously projected INR250 crores to INR300 crores incremental revenue for FY26.
There are ongoing challenges with supply chain bottlenecks, although they have eased somewhat.
The company faces competition from large multinational suppliers in expanding its client base beyond Maruti.

Operator

Ladies and gentlemen, good day, and welcome to the NDR Auto Components Limited Q2 and H1 FY26 earnings conference call. (Operator Instructions)

I now hand the conference over to Mr. Rishab Barar from CDR India. Thank you, and over to you, sir.

Rishab Barar

CDR India - Investor Relations

Good day, everyone, and a warm welcome to all of you participating in the Q2 and H1 FY26 earnings conference call of NDR Auto Components Limited.

We have with us today on the call Mr. Pranav Relan, Whole-Time Director; Mr. Vikram Krishnan Rathi, CFO and Vice President; Mr. Rakesh Rustagi, GM, Finance and Accounts; and Mr. Rajat Bhandari, Executive Director and Company Secretary, along with other members of the senior management team.

Before we begin, I would like to mention that some statements made in today's discussion may be forward-looking in nature and are subject to risks and uncertainties. A statement in this regard is available in the Q2 and H1 FY26 earnings presentation shared with you earlier. We will start this call with opening remarks

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.