NDR Auto Components Surges on Strong Q3, Eyes Rs 3,000 Cr Revenue by FY30

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AuthorIshaan Verma|Published at:
NDR Auto Components Surges on Strong Q3, Eyes Rs 3,000 Cr Revenue by FY30
Overview

NDR Auto Components reported a robust Q3 FY26, with total income up 19% YoY to ₹208.99 Crore and EBITDA rising 19.2%. Despite a slight dip in Q3 Net Profit Margin to 7.27%, the nine-month period shows improved profitability and an 18.0% PAT growth to ₹56.10 Crore. The company highlighted strong ROCE of 31.65% and outlined ambitious plans for capacity expansion and a ₹3,000 Crore revenue target by FY30.

SCENARIO A: For Earnings, Buybacks, or Financial Updates

📉 The Financial Deep Dive

NDR Auto Components Limited has delivered a commendable financial performance for the third quarter and the first nine months of the financial year ending December 31, 2025. The company announced a significant 19.0% year-on-year (YoY) increase in total income for Q3 FY26, reaching ₹208.99 Crore compared to ₹176.22 Crore in Q3 FY25. EBITDA saw a corresponding rise of 19.2% YoY to ₹23.37 Crore, with EBITDA margins remaining strong and steady at 11.18%, a marginal improvement from 11.13% in the prior year period. Sequentially, revenue grew by a healthy 4.1% from Q2 FY26.

On a nine-month basis (9MFY26), the performance was even more robust. Total income climbed 13.7% YoY to ₹595.56 Crore from ₹523.87 Crore in 9MFY25. EBITDA surged by 19.0% YoY to ₹66.41 Crore, accompanied by a notable improvement in EBITDA margins to 11.15% from 10.65% in 9MFY25. Net profit for 9MFY26 demonstrated an impressive 18.0% YoY growth, reaching ₹56.10 Crore, with Net Profit Margin (NPM) improving to 9.42% from 9.08% in the comparable period. An exceptional item of ₹0.65 Crore was recorded, relating to the impact of new Labour Codes.

🚀 The Quality & Outlook

The company's improving margin profile and return metrics are attributed to the increasing contribution of value-added components, enhanced scale of operations, and proactive operational efficiencies. Return on Capital Employed (ROCE) stood at a strong 31.65% as of December 31, 2025. NDR Auto Components achieved all-time highest sales figures in Q3 FY26 and for the year-to-date period ending December 2025.

The outlook remains optimistic, with management anticipating improved sales traction aided by the easing of supply chain bottlenecks. The company has laid out an ambitious FY2030 vision, targeting revenues of ₹3,000 Crore, a gradual improvement in its margin profile, and an ROCE of approximately 25%+. To support key OEMs like Maruti, Toyota, and KIA, NDR Auto Components plans significant manufacturing capacity expansion over the next five years, involving five initiatives with a projected cost of ₹149.80 Crore. These expansions are slated to commence production between April 2026 and January 2027.

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