Endurance Technologies Q4 FY26 Call Transcript Released

Endurance Technologies Limited has released the transcript of its conference call held on May 15, 2026, concerning the company's Q4 FY26 financial results. The transcript is available on the company's website.

The conference call featured insights from Managing Director Mr. Anurang Jain, Director & COO Mr. Rajendra Abhange, Director & CEO of Endurance Overseas Mr. Massimo Venuti, Group CFO Mr. R. S Raja Gopal Sastry, and Treasurer & Head Investor Relations Mr. Raj Mundra. The discussion covered the macro-economic environment, including global complexities, India's economic performance, and the automotive sector's performance in India and the European Union.

Key business updates highlighted included the expansion of ABS capacity with SOP expected in September 2026, progress on the new Chennai site for disc brake assemblies with SOP for Royal Enfield planned in July 2026, the establishment of an integrated R&D facility for brakes, and the assembly line setup for Tata Motors' 4W passenger vehicle drum brakes with SOP expected in Q2 FY27. Additionally, a new Surface Mounted Technology line is expected to be installed in June 2026 for electronic control units for ABS and BMS needs. The AURIC Shendra plant has secured cumulative orders with peak annual business potential of ₹513 crores, with SOP staggered between Q1 and Q3 of the financial year. New business wins were also noted for the Chennai and Vallam plants, and the Chakan die-casting plant is expanding its business for machined aluminium castings. The AURIC, Bidkin alloy wheel plant has completed key customer validations and is serving new OEM customers, with a total capacity of 48 lakh wheel sets per annum. The battery pack manufacturing program near Pune is nearing completion of regulatory approvals and customer validations, with SOP planned for the fourth week of May 2026. Maxwell, a wholly-owned subsidiary, achieved a record turnover of ₹162 crores in FY26 and has secured new business orders. The suspension business is seeing strong traction with adding assembly lines to increase monthly sales of inverted front forks. The aluminium forging business is scaling with a new forging plant at Chhatrapati Sambhajinagar starting SOP in Q3 FY27. In the non-automotive segment, the solar damper and actuator businesses have secured significant orders totaling ₹345 crores. The transmission segment saw the introduction of assist and slip clutch assemblies, with SOP for Bajaj Auto expected in Q2 FY27. The 4W driveshaft program with Tata Motors is set to start in June 2026, and the driveshaft business is projected to cross ₹100 crores in FY27. Capex for FY27 is expected to remain similar to FY26, with a focus on automation. The company also received an addendum to its Maharashtra Package Scheme of Incentives, increasing the incentive to ₹858 crores. Overall order wins in FY26 amounted to ₹1,596 crores for the India business and €15.80 million for the European business. The aftermarket business in India is a strategic priority with a long-term blueprint in place. Financially, standalone total income grew 20% to ₹10,696 crores in FY26, with PAT growing 8.1% to ₹734 crores. Consolidated total income grew 26.1% to ₹14,720 crores, with consolidated PAT growing 13.8% to ₹952 crores. The company also highlighted its progress on sustainability initiatives, CSR work, and customer recognitions.