ALFA Finder| Management target | Revenue 12.5% FY27-FY30 |
|---|
| Revenue growth | Consolidated revenue grew 25% YoY; standalone grew 20%. |
|---|---|
| Margins | Sustainable margins at 25% despite raw material and logistics headwinds. |
| Order book | Received substantial new orders from US OEMs like Ford and Chrysler. |
| Demand visibility | Strong visibility in US/EU automotive; domestic footwear demand remains muted. |
| Management confidence | Confident but cautious regarding global geopolitical volatility and freight costs. |
Growth
Growth is largely price-led (realization mix) with only 2% volume growth; export segments significantly outperformed domestic markets.
Outlook
Management expects 10-15% topline growth over the next three years, focusing on expanding US OEM wallet share.
Risks
Raw material volatility and freight costs remain high; domestic footwear segment is experiencing a significant de-growth.
Last quarter's promises, checked
Delivered
- Guided 15-20% export growth → delivered 35.5% (= BEAT)
- Guided 25-26% margin → delivered 31-33% (= BEAT)
- Guided 8-10% domestic growth → delivered 4% plus (= MISS)
Partly delivered
- Guided 15-20% consolidated value growth → delivered 15% (= PARTIAL)
Missed
- Guided PU business growth → delivered INR 27.08 Cr (muted/no settlement) (= MISS)
Earnings Call Transcript filed with BSE, NSE: MAYURUNIQ. Summary written with AI assistance from the document.
Mayur Uniquoters Ltd: key numbers
- Share price
- ₹740.45
- Market cap
- ₹3,217 Cr
- Revenue (annual)
- ₹967.0 Cr
- Net profit (annual)
- ₹191.7 Cr
- P/E (TTM)
- 14.3×Sector 48.2×
- Promoter holding
- 58.80%+0.03% QoQ
- FII holding
- 5.28%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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