Ndr Auto Components Ltd. · NSE:NDRAUTO
Ndr Auto Components — Q2 FY27 Earnings Presentation
30 slides from Ndr Auto Components's earnings presentation, Nov 4, 2026
Slide 1: NDR Auto Components Limited stock exchange intimation
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 November 04, 2026 BSE Limited National Stock Exchange of India Limited Corporate R
Slide 2: Q2 and H1FY27 Investor Update
NDR AUTO Components Ltd Q2 and H1FY27 Investor Update November 2026 Quality Innovation Partnerships Sustainable Growth In Everything We Do That Drives Value Built on Trust For the Future
Slide 3: Safe Harbor Statement
Safe Harbor Statement This presentation may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to NDR Auto Components Ltd.'s business and operations, market conditions, results of operations and financial condition, capital adequ
Slide 4: Table of content
Table of content 1 2 3 4 5 Q2 & H1 FY27 Business & NDR Auto Strategic Annexures Highlights Operational Components - Priorities & Update An overview Outlook 3
Slide 5: Q2 and H1FY27 Highlights
Q2 and H1FY27 Highlights 4
Slide 6: Q2 & H1FY27 Financial Performance
Q2 & H1FY27 Financial Performance Strong Growth Across Key Financial Metrics Total Income (Rs. Crore) EBITDA (Rs. Crore) PAT (Rs. Crore) ROCE excl. (Non-Productive 23.46% YoY 21.68% YoY 33.23% YoY Land & Surplus Cash) (%) 247.86 27.47 19.78 36.52 200.77 22.58 14.85 31.07 11.2% 11.1% 7.4% 8.0% Q2FY26
Slide 7: Q2 & H1FY27 Business Highlights
Q2 & H1FY27 Business Highlights New programmes, premiumisation and OEM diversification supporting growth Key Business Updates Strong growth in Order book Capacity expansions to cater to growing demand Standalone order book as on September 30, 2026 Expansion at NDR Gujrat approved. Project expected s
Slide 8: Business & Operational Update
Business & Operational Update 7
Slide 9: Order Book & Growth Pipeline
Order Book & Growth Pipeline- Strong customer traction fueling our next phase of growth Order Book as on 30 September 2026 Total Order Book Order inflow of Rs. 540 crore across Seating Solutions, Ambient Lightning, Sunshades Supports medium-term revenue visibility. Rs. 1,150 crore and other auto com
Slide 10: NDR Hayashi Automotive India Private Limited (NHI)
NDR Hayashi Automotive India Private Limited (NHI) Expanding Our Automotive Interior Product Portfolio Key Details Q2FY27 Business highlights ⚫ Total Order Book of Rs. 40 crore as of September 30, 2026. ⚫ Project is on track NHI – An overview:- ⚫ 50:50 joint venture between NDR Auto Components Limit
Slide 11: JV with DYA, Korea – Automotive Seating Systems and Capabilities
JV with DYA, Korea – Automotive Seating Systems and Capabilities Expanding Our Seating Portfolio. Reaching New OEMs NDR has a 51% stake in the NDR – DYA JV with an investment of Rs. 62.96 crore. South Korean automotive seating manufacturer, formerly known as Dayou A-Tech; renamed DYA Co., Ltd. in Ma
Slide 12: NDR Auto Components – An overview
NDR Auto Components – An overview 11
Slide 13: Manufacturing Footprint
Manufacturing Footprint Strategically located to serve leading OEMs across India 5 Pathredi (Haryana) Sheet Metal Plant Gurugram (Haryana) Trim Plant Certified Manufacturing Facilities Manufacturing Seat Latch *Manesar (Haryana) Facilities (Existing) Seat Belt Reminder Seat Insert Support IATF 1649:
Slide 14: Manufacturing Capabilities & Technology
Manufacturing Capabilities & Technology Fully integrated processes for high-quality seating and interior solutions Our manufacturing processes Press Shop Pipe Bending Welding Shop Projection Nut Welding Cutting & Stitching Testing & Assembly ⚫ Manufacturing for a wide range of ⚫ Pipe bending and not
Slide 15: Diverse Product Portfolio
Diverse Product Portfolio Comprehensive seating solutions with growing content per vehicle Core Product Portfolio Seat Frames Seat Trims Sunshades Ambient Lighting Complete seat frames and related Seat trims with superior design, Sun shades for enhanced passenger Ambient lighting solutions to mechan
Slide 16: Catering to Popular Four and Two-Wheeler Models
Catering to Popular Four and Two-Wheeler Models Established presence across key OEM platforms Sorento Grand Vitara Brezza Access Hyryder Fronx Dzire Syros Alto e Vitara Gixxer Carens Wagon R Jimny Urban Cruiser Key Strong presence across Focused portfolio increasing content per Well positioned to be
Slide 17: NDR Auto Components Group
NDR Auto Components Group Focused portfolio aligned with core auto components business NDR Auto Components Limited Listed Entity 100% 100% 50% 51% 50% 50% 100% 28.66% NDR Auto NDR Safety Systems Components South NDR Hayashi India NDR DYA Toyota Boshuku TSIL NDR standalone Bharat Seats limited Pvt Lt
Slide 18: Strategic Partnerships
Strategic Partnerships Leveraging synergies to enhance capabilities and create long-term value Joint Venture Bharat Seats Limited Toyota Boshoku Relan India Toyo Sharda India Private NDR Hayashi Automotive DYA Co., Ltd. Private Limited Limited India Private Limited Seating systems for Interior trims
Slide 19: Leadership Team
Leadership Team Experienced leadership driving sustainable growth Board of Directors Guided by a strong and experienced board MR. SANJIV KAPUR MR. ROHIT RELAN MR. PRANAV RELAN MR. AYUSH RELAN MR. RISHABH RELAN MR. RAJAT BHANDARI MS. DEEPA GOPALAN MS. SHYAMLA KHERA MS. VANITA CHHABRA Chairman Co-Chai
Slide 20: ESG Commitment & Sustainability
ESG Commitment & Sustainability Responsible growth for a stronger, cleaner and more inclusive tomorrow Our ESG pillars Key ESG Highlights ENVIRONMENT SOCIAL GOVERNANCE Implemented energy conservation Empowering people and Upholding ethics, transparency initiatives across facilities Driving resource
Slide 21: Strategic Priorities & Outlook
Strategic Priorities & Outlook 20
Slide 22: Strategic Vision 2030
Strategic Vision 2030 Scaling for a larger, more diversified and future-ready NDR Auto Rs. 3,000cr Gradually ~35%+ Our FY2030 improving Aspirations Revenue Margins ROCE Strategic Priorities to Deliver Our Vision Expand & Deepen Strengthen Organisational Portfolio Expansion Capacity Expansion OEM Par
Slide 23: India Auto Components - Sector Outlook
India Auto Components - Sector Outlook Healthy demand environment across key end markets with emerging global opportunities Strong Growth Across Key End Markets (Domestic Sales) FY27 Industry Outlook Passenger Utility Vehicle Auto 20.4% Vehicle Component Growth Share Industry 56.29 46.75 Rs. 7.59 (L
Slide 24: Future Growth Opportunity
Future Growth Opportunity A large and growing addressable market for auto components in India US$200bn 7-8% CAGR 6.1-6.3 mn units 6-8% CAGR US$70-100 bn Indian auto-component Domestic auto component Passenger vehicle market Two-wheeler industry Auto-component industry by 2030 market through 2030 by
Slide 25: Annexures
Annexures 24
Slide 26: Strong and Consistent Financial Growth
Strong and Consistent Financial Growth Scaling revenues with sustained improvement in profitability Revenue from Operations (Rs. Crore) EBITDA (Rs. Crore) Net Profit/PAT (Rs. Crore) FY21- FY26 CAGR: FY21- FY26 CAGR: 94 FY21- FY26 CAGR: 823 78 62 46.61% 713 46.02% 48.66% 53 602 60 39 393 38 28 233 22
Slide 27: Operating Metrics at a Glance
Operating Metrics at a Glance Consistent improvement in returns with efficient working capital management Key Operating Ratios Working Capital Days Particulars FY21 FY22 FY23 FY24 FY25 FY26 Working capital 299 days reduced by Return on Equity (ROE) 7.03 7.45 13.35 17.84 20.47 20.11 284 days since FY
Slide 28: Consolidated Financial Performance
Consolidated Financial Performance Steady growth with consistent profitability Consolidated P&L Snapshot (Rs. Crore) Consolidated Balance Sheet Snapshot (Rs. Crore) Consolidated Balance Sheet Consolidated P&L Snapshot Q2 FY27 Q2 FY26 Change (%) H1 FY27 H1 FY26 Change (%) H1 FY27 H1 FY26 FY26 FY25 Sn
Slide 29: Company / Investor Information
Company / Investor Information A trusted partner in India's automotive journey Company Information Stock Exchange Information Investor Relations Contact Legal Name NDR Auto Components Limited CIN L29304DL2019PLC347460 Gavin Desa / Konpal Pali Incorporation Date 03 May 2019 Headquarters New Delhi, In
Slide 30: Thank You
Thank You Quality Innovation Partnerships Sustainable Growth In Everything We Do That Drives Value Built on Trust For the Future