ENDURANCE NSE filing

Endurance Technologies Q3FY26 Investor Presentation Highlights

The RealCase readHigh impact Positive

Endurance Technologies reported Q3FY26 standalone revenue of ₹2,192 crore and consolidated revenue of ₹2,881 crore. Key developments include capacity expansions for ABS and Disc Brakes, a new Alloy Wheel plant fully booked, and the acquisition of a 60% stake in German entities. Significant business wins were secured in India and Europe, with a growing focus on EV components.

Why it matters

The investor presentation provides a comprehensive update on the company's strategic initiatives, new product developments, financial results, and future outlook, which are crucial for investors and stakeholders in assessing the company's performance and growth trajectory.

The market read

The announcement highlights significant order wins, capacity expansions, strategic acquisitions, and robust financial performance in Q3FY26 and 9MFY26, indicating positive business momentum and future growth prospects.

Endurance Technologies Limited has released its investor presentation for the quarter and nine months ended December 31, 2025. The presentation details key events, order wins, and financial performance across its standalone, European, and Maxwell businesses.

Key developments include the expansion of capacities for ABS and Disc Brakes, setting up of a new AURIC Shendra project focused on machined castings for 4W and non-automotive sectors with SOP expected in Q2FY27, and commencement of commercial production for Adler technology Assist and Slip APTC Clutch in Q2FY26. The Alloy Wheel plant at AURIC Bidkin, with a capacity of 3.6 million wheels per annum, is fully booked. New infrastructure is being set up at the Sanand plant for Solar Dampers and Actuators with SOP expected in Q1FY27, and a lithium-ion Battery Pack plant in Pune is also being established with SOP expected in Q4FY26. A new plant for Aluminium Forging production is under construction with SOP expected in Q2FY27.

The acquisition of a 60% stake in Stöferle entities in Germany has been consummated, with a line of sight to acquire the remaining 40% stake over the next five years. The company holds 493 total patents and 80 design registrations. Business won till date in FY26 stands at ₹1283 crore in India and Euro 15 million in Europe. The stake in Maxwell has been raised to 100%, and European corporate structure has been simplified through the merger of subsidiaries.

Order wins in the standalone business show a significant increase, with projected peak values for new orders in future years. EV orders in the standalone business have seen substantial growth, with a significant portion attributed to e-4W applications and various other EV components. In the European business, while ICE orders are expected to reduce due to the transition to EV/Hybrid, EV and Hybrid share is increasing, with a substantial portion of cumulative orders won in the last five years being for these applications.

The company has reported Q3FY26 total income of ₹2,192 crore for standalone operations, ₹692 crore for Europe, and ₹26 crore for Maxwell, leading to a consolidated total income of ₹2,881 crore. EBITDA for standalone operations was ₹287 crore, Europe was ₹112 crore, and Maxwell was ₹-1 crore, resulting in consolidated EBITDA of ₹394 crore. Standalone PAT was ₹157 crore, Europe was ₹35 crore, and Maxwell was ₹-3 crore, with consolidated PAT at ₹184 crore.

For the nine months ended December 31, 2025, standalone total income was ₹6,643 crore, Europe was ₹2,030 crore, and Maxwell was ₹49 crore, leading to consolidated total income of ₹8,680 crore. Standalone EBITDA was ₹892 crore, Europe was ₹330 crore, and Maxwell was ₹-7 crore, resulting in consolidated EBITDA of ₹1,211 crore. Standalone PAT was ₹505 crore, Europe was ₹105 crore, and Maxwell was ₹-14 crore, with consolidated PAT at ₹591 crore.

Capital expenditure for FY26 includes expansion capex and dies, accounting for approximately 80% of the total capex. This includes capacity additions in brake assemblies, alloy wheels, casting and machining, and a new battery pack plant. The European business has invested Euro 38 million to acquire a 60% stake in Stöferle.

Filing to action

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Endurance Technologies Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Endurance Technologies Limited. Read the original for the full detail.

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