India · Delayed Price · Currency is INR Endurance Technologies Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw robust revenue and profit growth, driven by capacity expansion, new product launches, and strong order wins in both India and Europe. Margin pressures from rising input costs were partly offset by operational efficiencies and cost pass-throughs, with further normalization expected from Q2 FY 2027.
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Q3 FY 2026 delivered strong revenue and profit growth, driven by robust Indian automotive demand and resilient European operations. Strategic investments in new plants, R&D, and product innovation are set to fuel future growth, with a focus on EVs and premium products.
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Q2 FY 2026 saw strong revenue growth in both India and Europe, with consolidated income up 22.6% YoY and robust order wins across EV, battery, and proprietary product segments. Margin pressure in India stemmed from higher raw material and project costs, but management expects improvement as new capacity and product launches ramp up.
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Q1 FY26 saw 17.3% consolidated revenue growth and 17.5% EBITDA growth, driven by new product launches, the Stöferle acquisition, and strong order wins. ABS regulatory changes and capacity expansion are set to be major growth drivers, with CapEx exceeding INR 800 crore in India.
Fiscal Year 2025
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FY2025 saw double-digit revenue and profit growth, robust order wins in EV and non-auto segments, and strategic acquisitions in Europe and battery technology. Significant CapEx and sustainability progress position the company for continued growth, with strong guidance for FY2026.
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Q3 FY25 saw double-digit revenue and profit growth, driven by strong European performance, major new orders in EV and four-wheeler segments, and strategic acquisitions. Margin expansion was supported by cost control and automation, with robust outlook for future growth.
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Q2 FY25 saw double-digit revenue and profit growth, margin expansion, and strong order wins in both India and Europe. New plants and product launches are set to drive further growth, with alloy wheel market share expected to nearly double.
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Q1 FY25 saw strong year-over-year growth in revenue, EBITDA, and PAT, with robust new business wins in both India and Europe, especially in EV and four-wheeler segments. The company remains net cash positive, is investing in technology and capacity, and targets higher four-wheeler and aftermarket shares.