- Start of production for the UK-based OEM at the AURIC plant has been deferred to Q2 FY 2027.
- Annual peak order value has increased to INR 3.88 billion by FY 2029 with new Q4 business wins.
Endurance Technologies Limited announced a revision in the start of production timeline at its AURIC facility, impacting a key UK-based OEM programme. The company confirmed that production for this customer has been deferred by approximately two quarters. While the adjustment affects the UK-based OEM schedule, other programmes at the Endurance Technologies AURIC plant continue to progress as planned. Management emphasized that broader operational readiness at the facility remains intact, with multiple customer engagements advancing and order visibility strengthening through recent business wins.
Revised Start of Production Timeline
The start of production for the UK-based OEM at the Endurance Technologies AURIC plant has been moved from the current quarter to Q2 FY 2027, ending in September. The delay represents a shift of roughly two quarters from the earlier schedule. According to management, this timeline adjustment is specific to the UK-based OEM programme and does not signal structural changes to the facility?s broader commissioning roadmap.
US-Based OEM Programme Remains on Track
In contrast, the US-based OEM programme at the same Endurance Technologies AURIC plant remains aligned with its original plan. Production for this customer is expected to commence by the end of Q1. This ensures that capacity utilization at the plant will begin ramping up in phases, even as the UK-based OEM timeline shifts to FY 2027.
Production for Other Customers from April
Management clarified that the Endurance Technologies AURIC plant will begin manufacturing operations from April for other customers. Among these is Valeo, with programmes progressing as scheduled. This staggered approach allows the facility to initiate commercial output while accommodating revised timelines for select OEM engagements.
Operational Readiness and Phased Ramp-Up
The phased production strategy at the Endurance Technologies AURIC plant is designed to support multiple customer programmes simultaneously. By initiating production for customers such as Valeo while maintaining readiness for the US-based OEM programme, the company aims to optimize resource allocation and ensure a smooth transition toward higher volumes in FY 2027.
Increase in Annual Peak Order Value
Alongside the revised start of production schedule, management highlighted an upward revision in the annual peak order value associated with the Endurance Technologies AURIC plant. The projected annual peak order value is now estimated at approximately INR 3.88 billion by FY 2029. This represents an increase from earlier guidance, reflecting improved order inflow and programme visibility.
Q4 Business Wins Strengthen Outlook
The enhanced annual peak order value outlook has been supported by additional business wins secured in Q4. These Q4 business wins contribute to higher projected revenues over the medium term and reinforce confidence in the long-term utilization of the Endurance Technologies AURIC plant. Despite the shift in the UK-based OEM schedule to FY 2027, the cumulative order pipeline indicates sustained demand across multiple OEM programmes.
With production for the US-based OEM programme on track and manufacturing for customers such as Valeo commencing from April, the Endurance Technologies AURIC plant continues to build its execution roadmap. The revised FY 2027 start of production for the UK-based OEM is balanced by strengthened order value projections and confirmed Q4 business wins, positioning the facility for progressive scale-up through FY 2029.
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