#THREAD: #RACLGeartech just dropped their Q4 & FY26 concall — and the numbers are absolutely This small-cap precision gear maker hit an ALL-TIME revenue record. Here's everything you need to know FY26 ANNUAL NUMBERS — CONSOLIDATED Record-breaking year across every metric: ₹512 Cr Revenue ↑ 20.6% YoY ₹129 Cr EBITDA (25.2%) ↑ 36.1% YoY ₹65.7 Cr PBT (12.8%) ↑ 100.4% YoY PAT: ₹46.6 Cr | Net Margin: 9.3% | ROE: 16% PBT literally DOUBLED. Cash from ops: ₹81.8 Cr ( 30%) Q4 FY26 QUARTERLY — BEST QUARTER IN HISTORY ₹136.7 Cr Q4 Revenue ↑ 48.2% YoY ₹34.1 Cr Q4 EBITDA ↑ 41.1% YoY ₹16.9 Cr Q4 PBT ↑ 91.5% YoY Nearly 50% revenue growth in a single quarter YoY. PBT almost doubled again! Balance sheet is getting CLEAN too — total debt down 25.5% to ₹221 Cr BUSINESS MIX — Export-heavy with deep Europe presence REVENUE SPLIT Exports vs Domestic - 75% : 25% Europe - 69% of exports India & Asia Pacific - 29% USA & Canada2% (growing) Top product verticals: 2-Wheeler 30% Comm. Vehicle 20% Rec. Vehicle 18% Pass. Car 13% Tractor 10% 29 active global customers. 1600 SKUs. NEW BUSINESS WINS — Pipeline is STACKED Big client nominations announced this quarter: Royal Enfield — Nominated for Engine Gears (Ground Gears), adding to earlier Transmission Gear win. SOP upon sample approval. Kawasaki Japan — 15 new parts nominated. 1 SOP already live. 9 parts → SOP Oct 2027. 5 resourcing parts → SOP Jan 2027. BRP Canada (ATV giant) — 1.5 lakh shift drum parts/year. Mass production Q2 FY27. ZF (Commercial Trucks) — EPS components for North American trucks. SOP FY28. PROJECTS IN MOTION — Future revenue triggers PROJECT PIPELINE 🔵 Project Titan - Mass prod. Oct '26 🟢 Project Venus (EV Sports Car) - Mass prod. Oct '26 🟡 Project Crystal (EPS — US OEM) - 600 sets in validation Plus — Capex plan: ₹77.5 Cr for FY27 to fund all this growth. Funded via bank debt. Management confident. Debt/EBITDA improved from 3.09x → 1.75x 📉 That's a massive deleveraging story ! MY TAKE — Bull case in one paragraph: RACL is a quality precision auto-ancillary with 75% export revenues, blue-chip global clients (Kawasaki, Royal Enfield, BRP, ZF), improving margins (EBITDA 22% → 25%), a rapidly deleveraging balance sheet, and a chunky future order pipeline. FY27 mass production triggers across 3 projects make this a story to track closely. Key risks: EUR/INR forex, Europe slowdown, tariff disruptions. 🏆 Won "Outstanding Social Responsibility" at Gear Technology India Awards 2026 — showing ESG commitment too. Follow for more deep dives #RACLGEAR #NSE #BSE #SmallCapGems #AutoAncillary #InvestorEducation #EVComponents #CapexCycle #Kawasaki #RoyalEnfield #NewOrders #AutoAncillary #MakeInIndia #DebtFree #growthstock t.me/ HN8MHAdNy7diZjRl

4-axis CNC machining helps reduce repeated clamping and improve consistency across these functional features. Stable fit. Better assembly control. Fewer risks in small-batch builds. #4AxisCNC #EVComponents #PrecisionMachining #NewEnergyVehicles

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7. Tsuyo Manufacturing ⚙️🔋 Startup Spotlight: Tsuyo Manufacturing TSUYO delivers high-efficiency, advanced EV components powering everything from light electric vehicles to heavy-duty commercial machinery. Find them at #BharatInnovates 2026 | 14–16 June | Nice, France tsuyo.co.in/ #EVComponents #MakeInIndia #ElectricMobility @PMOIndia @MEAIndia @IndianDiplomacy @BharatInnov2026

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Breaking News : ₹ 1,786 કરોડ માર્કેટ કેપ વાળી આ કંપનીને મળ્યો મોટો ઓર્ડર, ઓટો સેક્ટરમાં ઉછાળાની શક્યતા, આ શેર પર ખાસ નજર #talbrosautomotive #EVComponents #BreakingNews #electricvehicle #indianstockmarket #midcapstocks #Talbrosauto #AutoComponents #AutoAncillary #ExportGrowth #automotiveindustry tv9gujarati.com/photo-galler…

🚀 Pricol Limited Q3 FY26: Accelerating ! 📈 🔹Revenue: Rs. 1020.36 Cr ( 65.67% YoY | 3.28% QoQ) 🔹Net Profit: Rs. 63.69 Cr ( 53.66% YoY | -0.47% QoQ) 🔹9M Net Profit: Rs. 177.57 Cr vs 132.08 Cr ( 34.44% YoY) 🔹EPS: Rs. 5.22 vs 3.40 (YoY) #Pricol #StockMarketIndia #Q3Results #AutoAncillary #Investing #MakeInIndia #GrowthStory #EVComponents

3-Axis machining keeps critical features within tolerance for robust assemblies. A dependable choice for automotive and EV platforms. Learn more 👉 rpworld.com/en/service/cnc-m… #3AxisCNC #AutomotiveManufacturing #EVComponents

BUSINESS Cabinet approves scheme to promote manufacturing of rare earth magnets Click- dailypioneer.com/2025/busine… #RareEarthMagnets #MakeInIndia #CabinetApproval #ManufacturingBoost #TechInfrastructure #AshwiniVaishnaw #ModiGovt #IndustrialGrowth #EVComponents #DefenceManufacturing #AerospaceTech #ElectronicsSector #MedicalTech #REPMscheme #IndiaInnovation

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📌 Auto Ancillary – Q2 FY26 Concall Highlights 🚗 Motherson Sumi Systems •🌐 Focus on EV components and wiring harness expansion •🏗 Capex prioritised for new plants and automation •💡 Emphasis on digitalisation and process efficiency •🤝 Strengthening OEM partnerships globally 🚗 Bharat Forge •🌐 Orders from domestic & international auto OEMs •🏗 Focus on forging & lightweight components for EVs •💡 R&D for high-strength automotive parts •🤝 Collaboration with EV and commercial vehicle manufacturers 🚗 Exide Industries (Auto Battery Division) •🌐 Growth driven by EV & industrial battery segments •🏗 Capacity expansion for lithium-ion and advanced lead-acid batteries •💡 Focus on technology upgrades and product innovation •🤝 Strengthening distribution network and OEM tie-ups 🚗 Sundaram Clayton / Sundaram Auto Components •🌐 Orders from two-wheeler and four-wheeler OEMs •🏗 Investment in precision castings and machining facilities •💡 Product diversification into EV and industrial components •🤝 Strengthening customer base and global exports 🚗 Bosch India (Auto Components) •🌐 Focus on mobility solutions, EV components, and software •🏗 Expansion of R&D centres and advanced manufacturing units •💡 Emphasis on digital and connected solutions for automotive industry •🤝 Collaboration with global OEMs for technology transfer 💡 Sector Takeaways: Auto ancillary growth driven by EV adoption, global OEM orders, capacity expansion, process efficiency, and technology upgrades. #AutoAncillary #Q2FY26 #MothersonSumi #BharatForge #ExideIndustries #SundaramClayton #BoschIndia #EVComponents #AutomotiveGrowth #CapexExpansion #Innovation

Industry reacts to pence-per-mile tax on electric vehicles fleetnews.co.uk/news/industr… #HEurope #PowerdriveEU #HorizonEurope #Research #electricvehicle #EVcomponents #mobility #greenmobility #project #sustainable #power #electronics #sustainability #cordis

6️⃣ 🔎 𝗚𝗿𝗼𝘄𝘁𝗵 𝗦𝘁𝗼𝗰𝗸 𝗘𝘅𝗽𝗲𝗿𝘁 𝗜𝗱𝗲𝗮𝘀 with @StoxTradingTips 👉 🟢 Sona BLW : ₹484 EV & hybrid drivetrain specialist with strong exports. 🚀 𝗧𝗮𝗿𝗴𝗲𝘁 – ₹570 🏬 JM Financial 𝗧𝗲𝗹𝗲𝗴𝗿𝗮𝗺👇 t.me/TechnicalTradesTT - #SonaComstar #EVComponents #Auto

Curious about what partners do in PowerDrive? Hear it in their words. A quick look at Scire’s contribution presented by Daniele Chiappini. youtu.be/cYSFt-6l7aQ?si=Icmv… #HEurope #PowerdriveEU #HorizonEurope #Research #electricvehicle #EVcomponents #greenmobility #project #cordis

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Some leading auto ancillary players across lighting, interiors, suspension, electronics and fasteners that are well-positioned to ride Mahindra & Mahindra’s SUV and EV growth story. 1) Lumax Auto Technologies >> Supplies integrated cockpits, door panels, plastic interior trims, center consoles, gear shifters. >> Supplies transmission components for EVs like BE6 and XUV 9e. >> Also manufactures aftermarket parts in two-wheeler, passenger, and CV segments. 2) Lumax Industries >> Supplies integrated LED headlamp assemblies (low/high beam with collimators). >> Rear combination lamps, fog lamps, tail lamps, DRLs for M&M SUVs and EVs. >> Expanding into LED modules & electronic lighting solutions with global tie-ups. 3) UNO Minda >> Supplies switches, horns, lighting systems, infotainment systems, air filters. >> Plays a big role in seating systems, blow-molded products, EV charging solutions. >> Growing in advanced driver assistance systems (ADAS) and connected tech. 4) Gabriel India >> Specialist in ride control products (shock absorbers, struts, front forks). >> Supplies suspension to SUVs and utility vehicles. >> Benefiting from shift to premium SUVs (XUV, Scorpio N, Thar, BE EVs). 5) Samvardhana Motherson (Motherson Sumi) >> Large supplier of interior & exterior modules, dashboards, bumpers. >> Wiring harnesses, mirrors, vision systems critical to M&M’s EVs. >> Strong global partnerships (Valeo, Magneti Marelli, etc.) for advanced auto tech. 6) Fiem Industries >> Manufactures automotive lighting & signalling equipment: headlamps, tail lamps, DRLs, fog lamps. >> Supplies rear-view mirrors, sheet metal & plastic parts. >> Diversified into LED indoor/outdoor lighting and passenger information systems. >> Strong OEM base (Honda, TVS, Suzuki, Royal Enfield, etc.) and gradually expanding in 4W segment. >> Potential beneficiary from M&M’s SUV/EV platforms as demand rises for advanced LED & stylized lighting systems. 7) JBM Auto >> Supplies body-in-white, chassis, suspension, exhaust systems. >> Also an EV bus manufacturer – synergy with M&M in e-mobility ecosystem. >> Expanding footprint in sheet-metal parts & safety-critical structures. 8) Endurance Technologies >> Supplies suspension systems, braking solutions, clutches, transmission parts. >> Strong in aluminum die-casting (engine & EV components). >> Emerging focus on ABS, disc brakes & EV-specific systems. 9) Minda Corporation >> Supplies security systems, wiring harnesses, electronic control units (ECUs). >> Strong presence in aftermarket & EV components. >> Investing in connected vehicle solutions & smart key systems. 10) Sundram Fasteners >> Supplies fasteners, engine & powertrain parts, water/oil pumps. >> Big role in forged crankshafts, radiator caps, gear components. >> Diversified into EV fasteners & high-precision engineering products. Not a buy sell reco, just for info & learning #MahindraAndMahindra #EV #EVComponents #SUVGrowth #AutoAncillaries #AutoComponents #AutomotiveIndustry #IndianAuto #StockMarket @Dynamicinvstr @stockmarket8058 @TrendSpark420 @Stock_marketIND @TheBullCharge @StockGauge

STERLING TOOLS: EV COMPONENTS PARTNERSHIP & FY30 TARGETS ⚡🔧 Through its unit Sterling GTake E-Mobility Ltd (SGEM), Sterling Tools partners with China's Landworld Technology Co. Ltd for local manufacturing of L.V. on-board chargers, DC/DC converters, and multi-function units in India 🇮🇳🤝🇨🇳 FY30 revenue target set at ₹450 Cr with a market potential of ₹3,000 Cr Focus on self-reliance through local manufacturing and expansion in EV components 🚗🔋 #SterlingTools #SterlingGTAKE #EVComponents #LocalManufacturing #SelfReliance

Shivalik Bimetal : A good niche company powering EV Components, Smart Grids, Meters & Data Centres🧵 What Does Shivalik Bimetal Do? Shivalik Bimetal Controls is India's only fully integrated manufacturer of precision thermostatic bimetals, low-ohmic shunt resistors, and silver contacts. Product Portfolio three Core Segments: >> Shunt Resistors : Ultra-low ohmic current-sensing components for EVs, Smart meters, Data Centres, and Battery management systems >> Thermostatic Bimetals : Temperature control strips for switchgear, HVAC, Data Centres and electrical appliances >> Electrical Contacts : Arc-resistant switching components for relays and contactors Not a buy/sell recommendation #ShivalikBimetal #SBCL #EVComponents #SmartGrids #DataCenters #EnergyStorage #Electrification #MakeInIndia #StockMarket @Dynamicinvstr @Vaishnav1904 @BaateinStockKi @TheBullCharge @selvaprathee @RaghavT10944 @TrendSpark420 @ArindamPramnk @NiveshwithRG @EquityInsightss @gvndgpt073

Global EV sales growth slows to 15% in August, research firm says reuters.com/business/autos-t… #HEurope #PowerdriveEU #HorizonEurope #Research #electricvehicle #EVcomponents #mobility #greenmobility #project #sustainable #power #electronics #sustainability

🔌 Engineered for mobility. Built for the future. Indus Technologies delivers high-performance automotive connectors to clients worldwide. 📦 Precision. Durability. Global delivery. #DriveWithIndus #AutomotiveConnectors #EVComponents #AutoTech #GlobalSupply #SmartMobility