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Investor Presentation

Minda Corporation Investor Presentation: Key Takeaways

Minda Corp reported record Q1 FY27 revenue of Rs. 1,846 Cr, up 33% YoY, with EBITDA margins expanding to 11.5%. Performance was driven by premiumization and consolidation of Minda Vast.

Highlights
Revenue growth33% YoY growth driven by domestic demand and premiumization.
MarginsEBITDA margin at 11.5%, up 19 bps YoY.
Order bookRs. 2,500 Cr new lifetime orders; 15% from EV segment.
Demand visibilityStrong, backed by a Rs. 2,500 Cr lifetime order book.
Management confidenceHigh; highlighted by record quarterly performance and expanding order book.

Growth

Revenue grew 33% YoY; EBITDA increased 35.4% YoY to Rs. 212 Cr. PAT surged 216% YoY to Rs. 206 Cr.

Outlook

Lifetime order-book of Rs. 2,500 Cr in Q1; EV segments constitute over 15% of new orders. Focus on PV segment consolidation.

Risks

Potential headwinds from slowing growth in specific segments like CV and PV production volumes on a sequential (QoQ) basis.

Last quarter's promises, checked

Delivered

  • Guided 15% plus revenue growth → delivered 33% (= BEAT)
  • Guided 50% outperformance vs industry growth → delivered 33% vs ~10% industry (= BEAT)
  • Guided consolidation of Minda VAST in FY27 → delivered consolidation completed (= BEAT)

Partly delivered

  • Guided 12.5% EBITDA margin target → delivered 11.5% (= PARTIAL)
Source

Investor Presentation filed with BSE, 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.

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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