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Earnings Call

Minda Corporation Earnings Call: Key Takeaways

Minda Corp delivered record Q4 performance, surpassing analyst expectations with a 29% revenue jump. Management is pivotally shifting focus towards passenger vehicle electronics and high-growth EV components through strategic JVs.

Why this was an Alfa AlertNot a filter event. While results were record-breaking and beat consensus estimates, they did not exceed the company's own prior specific guidance range by 5% or more.
Highlights
Revenue growthQ4 revenue grew 29% YoY; full-year FY26 grew 22.3%.
MarginsEBITDA margin improved to 11.9%; structural expansion via premiumization.
Order bookLifetime order book exceeds ₹10,000 Cr; 20% from exports.
Demand visibilityStrong recovery across segments, particularly 2W, PV, and commercial vehicles.
Management confidenceHighly optimistic, emphasizing record-breaking metrics and long-term FY30 targets.

Growth

Strong 22.3% annual revenue growth driven by premiumization and market share gains in wiring harnesses and clusters.

Outlook

Ambitious FY30 target of ₹17,500 Cr revenue with 12.5% EBITDA margins, implying a 20%+ CAGR.

Risks

Persistent commodity price volatility (copper, aluminum) and rising labor costs in key manufacturing hubs like Haryana.

Source

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

Read the document ↗

Minda Corporation Ltd: key numbers

Share price
₹678.85
Market cap
₹16,230 Cr
Revenue (annual)
₹6,185 Cr
Net profit (annual)
₹360.3 Cr
P/E (TTM)
32.4×Sector 33.6×
Promoter holding
64.84%+0.00% QoQ
FII holding
9.29%Current quarter

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

More from Minda Corporation Ltd

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13:05 IST BSE
Management Change

Minda Corporation Management Change

Minda Corporation appointed Meenal Bansal as Company Secretary and Geetika Mishra as Chief Procurement Officer. Both appointments are effective from 24 September 2026.

12:44 IST BSE
Fund Raise

Minda Corporation Fund Raise of ₹500 Cr

Minda Corp board approved Rs.500 Crore NCD private placement and a $1M China WOS. The NCD issuance for funding is the dominant capital decision.

Value
₹500.0 Cr
17:43 IST NSE
Debt & Borrowing

Minda Corporation Debt & Borrowing: ₹100 Cr

Minda Corporation confirmed the redemption of Commercial Papers worth ₹100 Crore on September 22, 2026.

Value
₹100.0 Cr
17:13 IST BSE
Board Meeting Date

Minda Corporation Board Meeting Date

Minda Corporation has scheduled a board meeting for September 24, 2026, to consider raising funds through the issuance of non-convertible debentures.

17:04 IST NSE
Other Announcement

Minda Corporation Other Announcement

Minda Corporation Limited disclosed an ESG rating of 66 assigned by Niche Ninety Nine Capability and Certifications (OPC) Private Limited, which the company did not solicit.

15:45 IST NSE
Debt & Borrowing

Minda Corporation Debt & Borrowing: ₹100 Cr

Minda Corporation has completed the redemption of Commercial Papers worth Rs. 100 Crore. The payment was made on September 04, 2026.

Value
₹100.0 Cr