• Two-wheeler battery packs: Commercial production began on June 17 with a 26,000-unit monthly capacity, targeting 70% utilization by October and an annualized revenue potential of ₹600 crore.
• Four-wheeler battery expansion: Endurance Tech is investing approximately ₹60 crore to build a monthly capacity of 3,600 packs by Q3 FY27 and is actively in discussions with two OEMs.
• Capacity rollout pipeline: Peak production run rates for two-wheeler alloy wheels (₹600 crore per annum) and the Chennai braking systems plant will begin in October, while the Shendra die-casting plant is targeted to contribute ₹250–300 crore in year one.
• Margin and growth outlook: Despite commodity cost pressures impacting Q1, management expects new battery pack product lines to become margin-accretive within three to four quarters through increased component localization.