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NDR Auto Q3 FY26 Revenue Up 19% to ₹209 Cr; Targets ₹3,000 Cr Revenue by 2030
NDR Auto Components reported a 19% YoY growth in total income for Q3 FY26, reaching INR 208.99 crore with an EBITDA margin of 11.18%. The company maintains a strong order book of INR 450 crore, providing revenue visibility for the next 2-3 years as new projects ramp up. Management has outlined an ambitious long-term revenue target of INR 3,000-3,500 crore within the next 4-5 years, driven by expansion into new product categories like ambient lighting and seat inserts. Despite a slight impact from new labor codes, the company is leveraging its land banks in Aurangabad and Kharkhoda for future capacity expansion.
Key Highlights
Q3 FY26 total income grew 19% YoY to INR 208.99 crore, while 9M FY26 income rose 14% to INR 595.56 crore.
Current order book stands at INR 450 crore, with production ramp-ups expected towards the end of FY27.
Management targets a significant revenue scale-up to INR 3,000-3,500 crore over the next 4-5 years.
Capacity utilization remains high at 80-85%, with expansion plans on track at Aurangabad and Kharkhoda.
New product offerings include ambient lighting (JV with Hayashi), seat trims, and seat belt reminders to increase content per vehicle.
💼 Action for Investors
Investors should monitor the conversion of the INR 450 crore order book and the progress of the high-margin ambient lighting JV. The stock remains a strong growth play on the Indian passenger vehicle sector, particularly through its relationships with Maruti, Toyota, and Kia.
NDR Auto Q3FY26 Revenue Up 19% YoY to Rs 209 Cr; Sets Rs 3,000 Cr Revenue Vision for 2030
NDR Auto Components reported a robust Q3FY26 with total income rising 19% YoY to Rs 208.99 crore, marking its highest-ever quarterly sales. The company's profitability improved with 9-month PBT reaching Rs 56.10 crore and an adjusted ROCE of 31.65%. Management has outlined an ambitious expansion plan involving five new projects with a total outlay of Rs 149.80 crore to diversify into ambient lighting and seat latches. Looking ahead, the company has set a 'Vision 2030' target to reach Rs 3,000 crore in revenue, supported by a current order book of Rs 450 crore.
Key Highlights
Q3FY26 Revenue grew 19% YoY to Rs 208.99 crore, achieving the highest quarterly sales in company history.
EBITDA margins for 9MFY26 improved to 11.15% compared to 10.65% in the previous year.
Current sales order book stands at Rs 450 crore with a strong focus on premiumization and volume growth from Maruti and KIA.
Investing Rs 149.80 crore in five expansion projects across Manesar, Anantapur, Bengaluru, and Gujarat, expected to start operations by 2026-27.
Adjusted ROCE (excluding non-productive land and surplus cash) reached a high of 31.65% as of December 31, 2025.
💼 Action for Investors
Investors should monitor the execution of the Rs 149.80 crore capex plan as it is critical for achieving the ambitious Rs 3,000 crore revenue target by 2030. The stock remains attractive for those looking for exposure to the auto-ancillary sector with high capital efficiency and strong OEM relationships.
NDR Auto Q3 FY26 Revenue Up 19% YoY to ₹208.29 Cr; PAT Increases 10% to ₹12.42 Cr
NDR Auto Components reported a steady performance for Q3 FY26, with standalone revenue from operations growing 18.89% YoY to ₹208.29 crore. Net profit for the quarter stood at ₹12.42 crore, a 9.9% increase compared to ₹11.30 crore in the same period last year, despite a sequential dip from Q2. For the nine-month period ended December 2025, the company achieved a 16.46% growth in PAT, reaching ₹37.50 crore. The company also recognized a one-time exceptional expense of ₹64.75 lakhs related to the implementation of New Labour Codes.
Key Highlights
Standalone Revenue from operations grew 18.89% YoY to ₹208.29 crore in Q3 FY26.
Net Profit (PAT) increased by 9.91% YoY to ₹12.42 crore, though it declined 10.6% on a QoQ basis.
9M FY26 Revenue reached ₹593.47 crore, marking a 13.97% growth over the previous year.
Exceptional item of ₹64.75 lakhs recorded due to adjustments for New Labour Codes framework.
Income Tax department demand of ₹502.20 lakhs is currently under appeal, with management confident of a favorable outcome.
💼 Action for Investors
Investors should focus on the healthy double-digit YoY revenue growth and the company's ability to maintain profitability despite regulatory adjustments. Monitor the final resolution of the Income Tax search matter and the impact of raw material price fluctuations on margins.
NDR Auto Q3 FY26 Revenue Up 19% YoY to ₹208 Cr; Net Profit Rises 10% to ₹12.4 Cr
NDR Auto Components reported a steady performance for Q3 FY26, with standalone revenue from operations growing 18.9% YoY to ₹208.29 crore. Net profit for the quarter stood at ₹12.42 crore, a 9.9% increase compared to the same period last year, despite a slight sequential dip from Q2 FY26. The company recognized an exceptional expense of ₹64.75 lakhs due to the implementation of New Labour Codes. Additionally, the company is contesting income tax demands totaling over ₹500 lakhs plus penalties following a previous search.
Key Highlights
Standalone Revenue from operations grew by 18.89% YoY to ₹20,829.39 lakhs.
Net Profit for Q3 FY26 increased by 9.91% YoY to ₹1,241.75 lakhs.
Earning Per Share (EPS) improved to ₹5.22 from ₹4.75 in the previous year's corresponding quarter.
An exceptional item of ₹64.75 lakhs was recorded for provisions related to the New Labour Codes.
The company is currently appealing income tax demands of ₹502.20 lakhs and associated penalties.
💼 Action for Investors
Investors should focus on the steady YoY revenue growth in the seating systems segment. Monitor the outcome of the income tax appeals and the impact of the New Labour Codes on future margins.
NDR Auto Q3 FY26 Revenue Up 19% YoY to ₹208 Cr; PAT Increases to ₹12.4 Cr
NDR Auto Components reported a steady performance for Q3 FY26, with revenue from operations growing 18.9% year-on-year to ₹208.29 crore. Net profit for the quarter rose by 9.9% to ₹12.42 crore, despite an exceptional charge of ₹64.75 lakhs related to the implementation of new labour codes. The company's nine-month performance shows strong momentum, with total income reaching ₹597.45 crore compared to ₹525.31 crore in the previous year. Investors should note the ongoing income tax search matter involving a demand of ₹502.20 lakhs, which the company is currently contesting.
Key Highlights
Revenue from operations grew 18.9% YoY to ₹20,829.39 lakhs in Q3 FY26.
Net profit (PAT) increased 9.9% YoY to ₹1,241.75 lakhs compared to ₹1,129.81 lakhs in Q3 FY25.
Nine-month (9M FY26) revenue reached ₹59,346.95 lakhs, up from ₹52,073.65 lakhs in the previous year.
Recognized a one-time exceptional expense of ₹64.75 lakhs due to the New Labour Codes framework.
Basic and Diluted EPS for the quarter stood at ₹5.22, up from ₹4.75 in the same quarter last year.
💼 Action for Investors
The company shows consistent top-line and bottom-line growth, reflecting strength in the automotive seating segment. Investors should monitor the resolution of the income tax search and the impact of the new labour codes on future margins.