Ndr Auto Components Ltd. · NSE:NDRAUTO
Ndr Auto Components — Q2 FY26 Earnings Presentation
24 slides from Ndr Auto Components's earnings presentation, Nov 6, 2025
Slide 1: Investor Presentation Filing Letter to Stock Exchanges
NDR AUTO COMPONENTS LIMITED Corporate office: Plot No.1, Maruti Joint Venture Complex, Gurugram, Haryana-122015 CIN: L29304DL2019PLC347460 Website: www.ndrauto.com Email id: contact@nacl.co.in Phone No.: 9643339870-74 06th November, 2025 BSE Limited National Stock Exchange of India Ltd. Corporate Re
Slide 2: NDR Auto Components Ltd Q2FY26 results presentation
NDR AUTO Components Ltd Q2FY26 results presentation November 2025
Slide 3: Disclaimer
Certain statements in this communication may be ‘forward looking statements’ within the meaning of applicable laws and regulations. These forward-looking statements involve number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by t
Slide 4: Business Highlights
Business Highlights Business overview Product portfolio: Robust performance in a progressive macro environment Seat Frames, Seat Trims, Sun Shades and Ambient Lighting Turn in environment with focus on volume growth − Maruti expected to witness a recovery in surge of demand led by positive trigg
Slide 5: New Technology License Agreements (TLAs/TAA)
New Technology License Agreements (TLAs/TAA) In continuation of its focus on expanding its Product portfolio and introducing new and innovative offerings, NDR Auto has entered into two TLAs Seat Belt Reminder System (SBRS) – TAA agreement with Fujikura Ltd Physical latches for car seats – TLA ag
Slide 6: Q2FY26 Financial Metrics – Consolidated
Q2FY26 Financial Metrics – Consolidated Total Income (Rs. Crore) EBITDA (Rs. Crore) EBITDA Margin (%) 200.77 10.65% 11.24% 175.57 22.58 18.69 Q2FY25 Q2FY26 Q2FY25 Q2FY26 Net Profit (Rs. Crore) NPM (%) ROCE ROCE excl. (Non-Productive Land & Surplus Cash) 7.39% 31.07% 6.80% 28.50% 14.85 11.94 23.95% 2
Slide 7: H1FY26 Financial Metrics – Consolidated
H1FY26 Financial Metrics – Consolidated Total Income (Rs. Crore) EBITDA (Rs. Crore) EBITDA Margin (%) 11.13% 10.41% 43.03 386.58 347.67 36.18 H1FY25 H1FY26 H1FY25 H1FY26 Net Profit (Rs. Crore) NPM (%) ROCE ROCE excl. (Non-Productive Land & Surplus Cash) 6.75% 7.36% 23.48 28.44 31.07% 28.50% 23.59% 2
Slide 8: Profit & Loss Statement - Consolidated
Profit & Loss Statement - Consolidated (Rs. in lakhs, except as otherwise stated) Notes Six Months Six Months Quarter Quarter Quarter Year Ended Ended Ended Ended Ended Ended S No. Particulars 30th Sept, 30th Sept, 30th Sept, 30th Jun, 30th Sept, 31st Mar, 2025 2024 2025 2025 2024 2025 I INCOME Reve
Slide 9: Project Expansion Update
Project Expansion Update Sr. Total Cost Product Line Entity Location Capacity Expected SOP Update No. (Rs. Cr.) 1 Seat Insert Support Fabric NDR Auto Safety 21.89 Manesar 6 Mn Pcs p.a. Jul-27 Project under Implementation 2 Seat Trim & Frames 100% subsidary of NDR Auto 22.56 Anantapur New Facility Ju
Slide 10: FY2030 vision
FY2030 vision Financial Revenues expected to touch Rs. 3,000 crore Gradually Improving margin profile ROCE of ~25%+ Business enablers Expanding and deepening OEM partnerships Portfolio expansion – introducing disruptive and innovative auto ancillaries Expanding capacities in the next 5 years to cate
Slide 11: Appendix
Appendix
Slide 12: Seating systems – a critical aspect for any automobile
Seating systems – a critical aspect for any automobile It is estimated that a good seat and seat belt is key to saving the lives of occupants in close to 50% of accidents Safety A good seat protects the head, neck, and spinal column; shoulder belts and car seat harnesses help to keep the head an
Slide 13: The NDR Auto Components difference
The NDR Auto Components difference State of the art fully integrated Well entrenched relationships – Established scale combined with infrastructure with capabilities to caters to ~30% of Maruti’s 35+ years of experience manufacture sheet metal and requirements translates to enhanced trims for all OE
Slide 14: Metal Trims
Our operations End to end assembling of automobile seats for 2 and 4 wheelers Growing Body In White (BIW) business A complete product with 34 critical and safety tests conducted delivered to the OEM Projection Testing Pipe Bending Cutting Nut Welding Facilities Press Shop Welding Shop Testing
Slide 15: Strategically Located & Certified Manufacturing Facilities
Strategically Located & Certified Manufacturing Facilities IATF 1649:2016 TRIM PLANT SHEET METAL Gurgaon, Haryana Pathredi, Haryana SEAT FRAME & TRIM Surendra Nagar, Gujarat SEAT FRAME & TRIM Bangalore, Karnataka Facilities spread across Gurgaon, Pathredi, Bangalore and Gujarat in close proximity to
Slide 16: Manufacturing Capabilities
Manufacturing Capabilities Fully integrated facility for Sheet Metal fabrication & Trim manufacturing. Metal Trim Pipe Bending Press Shop Cutting Stitching Welding Shop 15
Slide 17: Testing Facilities
Testing Facilities Metal In-house testing facility equipped to carry out Colour Matching, Weld Penetration Test and various other mechanical tests on aspects like Tensile Elongation, Hardness, Profile Projector, etc. Horizontal Backward Moment Loading Forward & Backward Moment Right & Left Back 45 d
Slide 18: Testing Facilities
Testing Facilities Colour is one of the most important features of the trim NACL’s testing facility is equipped with a colour chamber with various types of lights, Colorimeter and industrial magnifying glasses to validate the design pattern and the colour of the material Trim Mechanical properties l
Slide 19: Supplying to popular four wheeler and two wheeler models
Supplying to popular four wheeler and two wheeler models Hyryder Urban Cruiser Access Grand Vitara Fronx Brezza Gixxer Dzire e Vitara Syros Wagon R Alto Jimny BIW Supplying seating systems - frames and trims to all and BIW to Jimny 18
Slide 20: Joint Ventures
Joint Ventures Bharat Seats Limited Toyota Boshoku Relan India Toyo Sharda India NDR Hayashi Automotive (BSL) Private Limited (TBRI) Private Limited (TSIL) India Pvt. Ltd. (NHI) Rohit Relan & Associates had entered into a Joint Venture Agreement in 1988 A Joint Venture between NDR A Joint Venture be
Slide 21: Board of Directors
Board of Directors MR. SANJIV KAPUR MR. ROHIT RELAN MR. PRANAV RELAN Whole-Time MR. AYUSH RELAN MR. RISHABH RELAN Chairman Co-Chairman Director Whole-Time Director Director MR. RAJAT BHANDARI MS. DEEPA GOPALAN WADHWA MS. SHYAMLA KHERA MS. VANITA CHHABRA Executive Director and Company Independent Dir
Slide 22: Key Financial Highlights - Consolidated
Key Financial Highlights - Consolidated Total Income (Rs. Crore) EBITDA (Rs. Crore) EBITDA Margin (%) 717.1 10.83 9.53 9.88 605.15 9.01 77.65 399.1 59.81 240.25 38.04 21.64 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Net Profit (Rs. Crore) NPM (%) 7.04 7.43 6.2 6.4 53.25 38.71 28.11 14.89 FY22 FY23 FY24
Slide 23: Improving financial metrics
Improving financial metrics EBITDA Margin (%) ROCE ROCE excl. (Non-Productive Land & Surplus Cash) 10.8% 32.29% 9.5% 9.9% 9.0% 26.11% 24.69% 13.45% 21.26% 18.38% 14.71% 9.29% FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 Improvement in margins and return ratios reflective of the Company’s objectives of su
Slide 24: Thank You
Thank You