NDR Auto Components Ltd (NSE:NDRAUTO)

Q1 2027 NDR Auto Components Ltd Earnings Call Transcript

Aug 11, 2026 / 08:30 AM GMT

Release Date Price: ₹828.65 (-2.30%)

Transcript

Key Points

Positve

Revenue grew 19.5% year-over-year to Rs 221.45 crore, driven by strong order book execution.
EBITDA margin remained healthy at 11.88% despite environmental and supply chain challenges, reflecting operational efficiency.
Commenced operations at NDR Hayashi facility in Bangalore for sunshades, diversifying product portfolio.
Inaugurated new facility at NDR Auto South in Anantapur, with SOP starting Q2 FY27, positioning to cater to South Indian OEMs.
Bharat Seats revenue grew 35% in Q1, exceeding expectations and considered sustainable.
Order book stands at Rs 650 crore, with incremental additions expected through 2030.
No pressure from customers to reduce selling prices; cost increases offset by operational efficiency.
CapEx plans of Rs 40-50 crore annually for next couple of years, with asset turns expected around 4x.

Negative

NDR-Hayashi joint venture is incurring losses, expected to continue for several quarters until reaching break-even sales of Rs 100-150 crore.
Toyota project in Aurangabad is delayed, impacting potential revenue from that plant.
Other expenses increased due to higher marketing and R&D costs for new customer acquisition, which may continue.
EBITDA margin is expected to remain in the 11-12% range, with no significant improvement anticipated.
Non-seating products (e.g., ambient lighting) are expected to have slightly lower ROCEs, though overall impact is minimal.
The 3,000 crore revenue target by 2030 is an endeavor, not a firm guidance, and the company is not providing a breakdown.
The company is still bidding for new business to utilize existing land and capacity, with no immediate visibility on new orders.

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

NDRA.NS - NDR Auto Components Ltd
Q1 2027 NDR Auto Components Ltd Earnings Call
Aug 11, 2026 / 08:30AM 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 NDR Auto Components Limited conference call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touch-tone phone.

Please note that this conference is being recorded.

And now in the conference. Or Mr. Gavin Dixa from CDR India.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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