Endurance Technologies Q4FY26 Investor Presentation Highlights
Endurance Technologies presented Q4FY26 results, highlighting business wins of ₹1,596 crore in India and Euro 16 million in Europe. Key developments include capacity expansions for ABS and Disc Brakes, commencement of Adler technology Clutch production, and setting up a lithium-ion Battery Pack plant. The acquisition of 60% in Stöferle entities is complete.
The information provided pertains to substantial order wins, strategic investments in new technologies and capacities, and key acquisitions, all of which are expected to have a material impact on the company's future financial performance and market position.
The announcement details significant business wins, strategic capacity expansions, successful acquisitions, and new product commercializations, indicating strong growth prospects and operational advancements.
Endurance Technologies Limited has released its investor presentation for the quarter and financial year ended March 31, 2026. The company provided an update on key events and strategic initiatives undertaken during FY26. Significant developments include the expected SOP for dual-channel ABS in Q1FY27 and expansion of ABS and Disc Brake capacities.
The company is also expanding its SMT line for electronics to cater to in-house ABS ECU and higher BMS volumes. Commercial production of Adler technology Assist and Slip APTC Clutch commenced in Q2FY26. New infrastructure is being set up at the Sanand plant for Solar Dampers and Actuators, with SOPs expected in Q1FY27 and H2FY27, respectively. The Alloy Wheel plant at AURIC Bidkin, with a capacity of 3.6 million wheels per annum, is fully booked, and commercial production began in Oct 2025.
Further expansion includes the AURIC Shendra project for Machined Castings, with SOP expected by Q2FY27, and a lithium-ion Battery Pack plant in Pune, with SOP expected in Q1FY27. A new plant is under construction to meet growing Aluminium Forging production, with SOP expected in Q3FY27.
In Europe, the acquisition of a 60% stake in Stöferle entities in Germany has been consummated, with plans to acquire the remaining 40% stake over the next five years. The company holds 496 patents and 89 design registrations. Business won in FY26 amounted to ₹1,596 crore in India, including ₹300 crore for battery packs and ₹56 crore in Maxwell. Additionally, business worth Euro 16 million was secured in Europe. The stake in Maxwell has been raised to 100%, and European corporate structure has been simplified through subsidiary mergers.
The order book is projected to be boosted by ₹5,100 crore from RFQs under discussion. In FY26, 4W and non-auto segments constituted 60% of business wins, including proprietary orders for Foundation Brakes and Driveshaft. Significant orders exceeding ₹300 crore were received for Solar Dampers and Actuators from two global clients, and alloy wheel orders from multiple OEMs aggregated over ₹200 crore.
EV orders in the standalone business show a cumulative value of ₹1,368 crore (excluding Battery-Pack) in the India EV space. This includes large orders for e-4W applications from international customers and casting and proprietary orders for e-3W from various manufacturers. Orders for e-2W include those for Castings, Suspension, Brakes, and Alloy Wheels from numerous OEMs.
In Europe, the company expects a reduction in future revenues from ICE orders due to the transition to EV/Hybrid. Out of Euro 245 million in cumulative orders won in the last five years, Euro 95 million are for EV applications and Euro 111 million for Hybrid applications. ICE end-use, currently at approximately 40% of Endurance Europe revenues, is expected to reduce to 25% in FY28.
Embedded Electronics & New Energy secured cumulative orders at a peak of ₹247 crore per annum, with leads worth over ₹300 crore being pursued for BMS, TPMS, and Charger. The company continues its large-volume business for AVA BMS and has entered SOP with another leading OEM for Motorcycle BMS, winning Rs 56 crore orders in FY26, including new BMS variants and a DC-DC convertor order.
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