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Earnings Call Transcript

Minda Corporation Earnings Call Transcript: Key Takeaways

Minda Corp achieved record Q1 revenue, beating consensus through structural growth in EVs and the Minda Vast consolidation, despite margin pressures from commodity and labor costs.

Guidance and delivery
Management target Revenue 200.0% FY30
Highlights
Revenue growth33.2% YoY growth to ₹1,846 Cr, supported by Minda Vast consolidation.
MarginsEBITDA margins at 11.5%, impacted slightly by high raw material costs.
Order bookLifetime order book reached ₹2,500 Cr during the quarter.
Demand visibilityStrong domestic demand in 2W/PV; EV 2W registrations crossed 5L units.
Management confidenceHigh, focused on exceeding consensus and long-term Vision 2030 targets.

Growth

Revenue grew 33.2% YoY to ₹1,846 Cr; EBITDA increased 35.4%, driven by strong mechatronics and EV segments.

Outlook

Management targets 12.5% EBITDA margin by FY30 and is executing a ₹400 Cr capex plan for FY27.

Risks

Commodity inflation, rising labor costs, and freight expenses remain primary margin headwinds.

Last quarter's promises, checked

Delivered

  • Guided Minda Vast consolidation in FY27 → delivered (Included in Q1 FY27 results = BEAT)
  • Guided Sunroof SOP in FY27 → delivered (On track for Q2/Q3 FY27 = BEAT)
  • Guided FY27 Capex ₹400-450 Cr → delivered (₹400 Cr plan confirmed = BEAT)

Partly delivered

  • Guided 12.5% EBITDA margin target → delivered 11.5% (Short-term impact from RMC/Labor = PARTIAL)
Source

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

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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