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Earnings Call

Unimech Aerospace and Manufacturing Earnings Call: Key Takeaways

Unimech announces the strategic acquisition of Hobel Bellows for ₹450cr, significantly expanding technical capabilities into metallic bellows and precision assemblies.

Highlights
Revenue growthHobel FY26 revenue at ₹129cr; Unimech core business showing recovery.
MarginsHobel's 50%+ EBITDA margins are sustainable due to niche criticality.
Order bookHobel has ₹65cr+ order book for next six months.
Demand visibilityStrong global demand in locomotive and power sectors for bellows.
Management confidenceConfident, emphasizing technical synergies and debt-free acquisition structure.

Growth

Hobel reported FY26 revenue of ₹129cr with exceptional 50%+ EBITDA margins and 50%+ ROCE.

Outlook

Conservative 15-17% growth guided for Hobel; FTWZ facility to be operational by end of May.

Risks

High client concentration with two groups contributing 93% of Hobel's revenue; pending AS9100 certification for aerospace entry.

Source

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

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Unimech Aerospace and Manufacturing Ltd: key numbers

Share price
₹1,665.10
Market cap
₹8,476 Cr
Revenue (annual)
₹240.5 Cr
Net profit (annual)
₹63.28 Cr
P/E (TTM)
117.7×Sector 53.6×
Promoter holding
79.82%+0.00% QoQ
FII holding
0.43%Current quarter

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

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13:01 IST BSE
Credit Rating

Unimech Aerospace and Manufacturing Credit Rating

CARE Ratings assigned Unimech Aerospace an Issuer Rating of 'CARE A; Stable.' The rating, valid for one year, signals the company's general creditworthiness to investors.

19:03 IST BSE
Acquisition

Unimech Aerospace and Manufacturing Acquisition Worth ₹3 Cr

Unimech Aerospace acquired 850 equity shares of Dheya Engineering Technologies for Rs. 2.998 Crore through a secondary purchase. This strategic investment aims to bolster manufacturing capabilities.

Value
₹3.00 Cr
From
Dheya Engineering Technologies Private Limited
13:32 IST BSE
Management Change

Unimech Aerospace and Manufacturing Management Change

Unimech Aerospace announced departures of five senior management personnel and appointment of Mr. Jagadeesha HC effective September 7, 2026. Changes follow internal restructuring and resignations.

18:09 IST NSE
Financial Results

Unimech Aerospace and Manufacturing Q1 FY27 Results: Net Profit ₹27.9 Cr, Up 46.1% YoY

Unimech Aerospace and Manufacturing Ltd reported revenue from operations of ₹107.6 Cr (+70.8% YoY) and net profit of ₹27.9 Cr (+46.1% YoY) for Q1 FY27.

Key figure
Net profit ₹27.9 Cr · +46.1% YoY