Endurance Technologies Limited (ENDURANCE) Earnings Call Transcripts

Endurance Technologies Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Endurance Technologies Limited reported a consolidated total income of INR 4,116 crores, reflecting a robust year-on-year growth of 37.3%. The company's EBITDA increased by 30.8% to INR 598 crores, resulting in a margin of 14.5%. Management highlighted strong demand in the automotive sector, particularly in 2-wheelers and electric vehicles, and indicated that the company expects to double its ABS production capacity in FY '27. Guidance for FY '27 remains optimistic, with a focus on expanding product offerings and enhancing operational efficiencies despite ongoing challenges in raw material costs due to geopolitical tensions.

Reported metrics

Guidance from management

Management maintained an optimistic outlook for FY '27, expecting continued revenue growth driven by new product launches and increased production capacity, particularly in ABS and battery management systems.

What management said

Correct. Correct. Absolutely. Absolutely. So if you take that out and you take our margin divided by net of that for the year, then the margin would look at 13.3% instead of 12.6%.

Yes. We are managing the situation and we are discussing for the customer for the future months. For sure, if the situation continues like this, we have to ask support of them. But in the past, we received from [indiscernible] to discuss, we are optimistic. And let me say, in the quarter, in the previous quarter, if I compare the energy cost of the quarter compared to the previous financial year, we are -- there wa...

What analysts pressed on

Analysts expressed concerns regarding the volatility of raw material costs and the ability to pass these costs onto customers. There were also questions about the sustainability of margins in light of ongoing geopolitical tensions affecting energy prices.

Main topics on the call

• Strong Revenue Growth — Endurance reported a consolidated total income of INR 4,116 crores for Q4 FY '26, up 37.3% year-on-year. Management noted, "The growth was supported by strong demand across the automotive sector, particularly in 2-wheele...
• EBITDA Margin Improvement — The EBITDA margin improved to 14.5% in Q4 FY '26, up from previous quarters. Management stated, "We have been able to optimize the EBITDA and closed with EUR 21.9 million, which means 20.5% of EBITDA in the quarter."
• Expansion Plans in ABS Production — Management announced plans to double ABS production capacity, expecting to produce 1.2 million units in FY '27. Anurang Jain stated, "We feel this figure will go up also looking at the line of sight and looking at the du...
• Geopolitical Challenges Impacting Costs — Management acknowledged ongoing challenges with raw material costs due to geopolitical tensions, particularly in Europe. Jain noted, "We are in touch with all our customers for these increases on these conversion cost in...

Read the full Endurance Technologies Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 30 Endurance Technologies Limited earnings call transcripts on record, spanning February 7, 2020 to May 15, 2026. Based on this history, Endurance Technologies Limited reports quarterly. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ENDURANCE

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

30

First call

February 7, 2020

Most recent

May 15, 2026

Reporting cadence

quarterly