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Earnings Call

Mayur Uniquoters Earnings Call: Key Takeaways

Mayur Uniquoters delivered a robust Q4 with margins hitting 33%, though partially aided by forex and inventory gains. Management is pivoting heavily toward high-margin global automotive exports while managing volatile raw material costs.

Why this was an Alfa AlertNot a filter event; results were strong but management did not explicitly cite a beat over prior guided ranges.
Highlights
Revenue growthStandalone revenue grew 22% YoY; consolidated revenue rose 9%.
MarginsMargins expanded to 33% due to export mix and forex gains.
Demand visibilityStrong visibility in global auto; domestic footwear remains relatively muted.
Management confidenceHighly optimistic, particularly regarding global automotive export opportunities.

Growth

Standalone revenue grew 22% and PAT 73% YoY, driven by 35% growth in high-value exports.

Outlook

Projected growth of 8-10% in domestic and 15-20% in exports for the coming 2-3 years.

Risks

Raw material (PVC) price volatility and high client concentration in the automotive sector remain key concerns.

Source

Earnings Call filed with BSE, NSE: MAYURUNIQ. Summary written with AI assistance from the document.

Read the document ↗

Mayur Uniquoters Ltd: key numbers

Share price
₹729.60
Market cap
₹3,170 Cr
Revenue (annual)
₹967.0 Cr
Net profit (annual)
₹191.7 Cr
P/E (TTM)
15.3×Sector 55.7×
Promoter holding
58.77%+0.00% QoQ
FII holding
4.78%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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