Investor Presentation

NDR AUTO COMPONENTS LIMITED Corporate office: Plot No.1, Maruti Joint Venture Complex, Gurugram, Haryana-122015 CIN: L29304DL2019PLC347460 Website: www.ndrauto.com Email id: contact@nacl.co.in Phone No.: 9643339870-74 November 04, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department Exchange Plaza, Plot No. C/1, G-Block, PJ Towers, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai – 400 051. Scrip Code: 543214 Trading Symbol: NDRAUTO Sub: Investor Presentation on the Financial Results for the quarter and six months ended 30th September 2026 Dear Sir/Madam, Pursuant to SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the investor presentation on financial results for the quarter and six months ended 30th September 2026. Please take the same on record. Thanking You, For NDR AUTO COMPONENTS LIMITED Rajat Bhandari Executive Director and Company Secretary DIN: 02154950 Enclosed: as above Registered office: Level-5, Regus Caddie Commercial Tower, Hospitality District Aerocity, IGI Airport, New Delhi 110037 Tel.: +91 011-6654 4976 NDR AUTO Components Ltd Q2 and H1FY27 Investor Update November 2026 Quality Innovation Partnerships Sustainable Growth In Everything We Do That Drives Value Built on Trust For the Future Safe Harbor Statement This presentation may contain forward-looking statements including statements regarding our intent, belief or current expectations with respect to NDR Auto Components Ltd.'s business and operations, market conditions, results of operations and financial condition, capital adequacy, specific provisions and risk management practices. These statements are based on the current expectations or beliefs of the management and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. No part of this presentation should form the basis of or be relied upon in connection with any contract or commitment. This presentation is for information purposes only and does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction. Table of content 1 2 3 4 5 Q2 & H1 FY27 Business & NDR Auto Strategic Annexures Highlights Operational Components - Priorities & Update An overview Outlook Q2 and H1FY27 Highlights Q2 & H1FY27 Financial Performance Strong Growth Across Key Financial Metrics Total Income (Rs. Crore) EBITDA (Rs. Crore) PAT (Rs. Crore) ROCE excl. (Non-Productive 23.46% YoY 21.68% YoY 33.23% YoY Land & Surplus Cash) (%) 247.86 27.47 19.78 36.52 200.77 22.58 14.85 31.07 11.2% 11.1% 7.4% 8.0% Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 EBITDA (Rs. Crore) Margin (%) PAT (Rs. Crore) Margin (%) Total Income (Rs. Crore) EBITDA (Rs. Crore) PAT (Rs. Crore) ROCE (%) 21.69% YoY 25.29% YoY 27.22% YoY 25.64 53.92 23.95 36.18 470.41 43.03 386.58 28.44 11.1% 11.5% 7.4% 7.7% H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 EBITDA (Rs. Crore) Margin (%) PAT (Rs. Crore) Margin (%) Q2 & H1FY27 Business Highlights New programmes, premiumisation and OEM diversification supporting growth Key Business Updates Strong growth in Order book Capacity expansions to cater to growing demand Standalone order book as on September 30, 2026 Expansion at NDR Gujrat approved. Project expected stands at Rs. 1,150 crore, Includes Rs. 500 crore to deliver a 2.96 years pay back . Investment 13.31 Cr orders won in Q2 FY27 towards seating and other The Board of Directors has also approved capacity varied auto components expansion in Kharkoda, Haryana. Expected payback: 2.87 years. Investment 7.19 Cr Growing JV order book NDR Hayashi order book stands for Rs. 40 crore New JV widens OEM relationships NDR Auto has entered into a JV with DYA, a leading seat supplier to Hyundai & Kia in Korea. NDR will Efficiencies help sustain operating margins hold 51% stake in the JV . This company will be EBITDA Margins & PAT margin sustained in consolidated in NDR Auto. Total Investment 62.96 Cr a challenging environment. EBITDA increase by 25.29% and PAT increase by 27.22% YOY Business & Operational Update Order Book & Growth Pipeline- Strong customer traction fueling our next phase of growth Order Book as on 30 September 2026 Total Order Book Order inflow of Rs. 540 crore across Seating Solutions, Ambient Lightning, Sunshades Supports medium-term revenue visibility. Rs. 1,150 crore and other auto components Execution pipeline - expansion projects Total Project Cost: Rs. 62.96 Cr Product Line Entity / Location Cost (Rs. Cr) Capacity Expected SOP Status / Update Seat Insert Support Fabric NDR Auto Safety / Manesar 21.89 6 Mn pcs p.a. Jan-27 Project under implementation Seat Latch NDR Auto / Pathredi 17.43 3 Mn pcs p.a. Jan-27 Project under implementation Seat Belt Reminder System NDR Auto / Gujarat 7.43 1.5 Mn pcs p.a. Jan-27 Project under implementation Seat Trims and Seat Frames NDR Naviyani ,Gujarat 13.31 0.35 Mn pcs p.a Dec,27 Project Under Implementation Varied Auto Components NDR Kharkhoda 7.19 1.5 Mn pcs p.a Oct,27 Project under Implementation NDR Hayashi Automotive India Private Limited (NHI) Expanding Our Automotive Interior Product Portfolio Key Details Q2FY27 Business highlights ⚫ Total Order Book of Rs. 40 crore as of September 30, 2026. ⚫ Project is on track NHI – An overview:- ⚫ 50:50 joint venture between NDR Auto Components Limited and Japan’s Hayashi Telempu Corporation, incorporated in October 2025. ⚫ Rs 32 cr investment towards the JV till date in equal proportion by both parties o In May 2026 the Board of Directors approved the transfer of NDR’s sunshade business to NHI at a proposed consideration of Rs. 9.44 crore.  Additional equity investment of Rs. 6 crore approved by NDR’s Board in May 2026 through NHI’s rights issue. ⚫ Bengaluru facility commenced operations in June 2026, initially manufacturing sunshades. ⚫ Product scope includes ambient lighting, floor carpets, dash inner components, rear shades, tonneau covers and other NVH components. ⚫ Target OEM customers: Suzuki, Toyota and Honda JV with DYA, Korea – Automotive Seating Systems and Capabilities Expanding Our Seating Portfolio. Reaching New OEMs NDR has a 51% stake in the NDR – DYA JV with an investment of Rs. 62.96 crore. South Korean automotive seating manufacturer, formerly known as Dayou A-Tech; renamed DYA Co., Ltd. in March 2026. Headquartered in Gwangju, Korea, with seating manufacturing operations in Gwangju and Hwaseong. Product portfolio includes complete seat assemblies, foam products and headrests for automotive applications. Key customers include Hyundai Motor, Kia and KG Mobility. Supplies seating for models including Kia Seltos, Sportage and K9; Hyundai Casper; and KGM Rexton and Rexton Sports. NDR Auto Components – An overview Manufacturing Footprint Strategically located to serve leading OEMs across India 5 Gurugram (Haryana) Pathredi (Haryana) Certified Manufacturing Facilities Trim Plant Sheet Metal Plant Manufacturing Seat Latch *Manesar (Haryana) IATF 1649:2016 Facilities (Existing) Seat Belt Reminder Seat Insert Support System Fabric ~5,000 + Naviyani (Gujarat) Strong Workforce Seat Frame & Trim Plant State-of-the-art Manufacturing and Testing Ananthpur Capabilities (Andhra Pradesh) Seat Trim & Frames Bengaluru (Karnataka) Focus on Quality, Seat Frame & Trim Plant Safety & Ambient Light, Carpet, Sustainability Sunshades Manufacturing Facility *Plant is under construction- NDR safety- Manesar Facilities spread across Gurugram, Pathredi, Bengaluru and Gujarat in close proximity to OEMs, with Rs. 62.96 Cr of disclosed expansion projects across new products and capacity Manufacturing Capabilities & Technology Fully integrated processes for high-quality seating and interior solutions Our manufacturing processes Press Shop Pipe Bending Welding Shop Projection Nut Welding Cutting & Stitching Testing & Assembly ⚫Manufacturing f [Showing first 8,000 characters — download PDF for full document]