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Earnings Call Transcript

Unimech Aerospace and Manufacturing Earnings Call Transcript: Key Takeaways

Unimech reported strong Q1 FY27 results with 71% YoY revenue growth to INR 108 Cr, driven by the Hobel Bellows acquisition and steady execution in aerospace tooling.

Guidance and delivery
Management target Revenue 17.5% FY27
Highlights
Revenue growth71% YoY growth in Q1 FY27.
MarginsTargeting sustainable 34%-35% EBITDA margins for FY27.
Order bookINR 280 Cr as of June 30, 2026.
Demand visibilityConstructive demand for tooling and precision components.
Management confidenceHigh confidence in delivering meaningful growth in FY27.

Growth

Revenue grew 71% YoY and 32% QoQ. EBITDA margin remains robust at 36.5% with PAT at INR 28 Cr.

Outlook

Order book at INR 280 Cr. Planning $10M Saudi JV infusion and potentially doubling gross block by year-end.

Risks

Working capital days expected to increase to 160+; watchful of potential US tariff disruptions.

Last quarter's promises, checked

Delivered

  • Target Q1 FY27 revenue > Q4 FY26 (INR 82 Cr) → Delivered INR 108 Cr (= BEAT)
  • Target FY26 EBITDA margin ~31% → Delivered 31% (= BEAT)
  • Target FY26 Gross Revenue ~INR 257 Cr → Delivered INR 257 Cr (= BEAT)

Partly delivered

  • Target doubling FAI qualifications in FY27 → 6 prospective clients added (= PARTIAL)
  • Target 120-125 working capital days → Expected increase to 160+ (= MISS)
Source

Earnings Call Transcript filed with BSE, 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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Acquisition

Unimech Aerospace and Manufacturing Acquisition Worth ₹3 Cr

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Value
₹3.00 Cr
From
Dheya Engineering Technologies Private Limited
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Management Change

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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