Endurance Technologies Q4 FY26: Growth accelerates as new plants near SOP

FY26 consolidated total income including other income was Rs 14,720 crore, EBITDA was Rs 2,090 crore and PAT was Rs 952 crore as per the press release and presentation.

Standalone total income including other income was Rs 10,696 crore in FY26 versus Rs 8,913 crore in FY25, and standalone EBITDA was Rs 1,351 crore with a 12.6% margin.

For FY26 consolidated total income, the presentation disclosed product mix: die casting 46.6%, suspension 24.7%, disc brake 11.5%, alloy wheel 7.2%, after market 4.6%, transmission 3.4% and others 2.0%.

Management cited battery pack SOP planned in week four of May 2026, dual-channel ABS SOP in June 2026, Chennai brakes SOP for Royal Enfield in July 2026, and ABS capacity expansion SOP expected in September 2026.

Europe total income in FY26 was Rs 4,012 crore with Europe EBITDA of Rs 741 crore (18.5% margin). Management stated Stöferle contributed Euro 82.1 million revenue and Euro 17.9 million EBITDA for FY26.

Management and the presentation highlighted lower incentive recording, higher metal premium prices, new plant ramp-up costs, inflation pass-through lag, and volatility in oil, gas and alloy prices affecting near-term margins.