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Earnings Call Transcript

Unimech Aerospace and Manufacturing Earnings Call Transcript: Key Takeaways

Unimech delivered exponential 98% YoY revenue growth driven by successful integration of Hobel Bellows and a massive scale-up in precision components.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth₹123 Cr, 98% YoY growth; H1 FY27 reached 96% of FY26 revenue.
MarginsEBITDA margin at 40%; Gross Margin at 69% for Q2.
Order book₹855 Cr, up 715% YoY; shift toward long-term multi-year contracts.
Demand visibilityStrong; 590+ parts qualified across aerospace, semiconductor, and nuclear sectors.
Management confidenceHigh; confident in H2 being stronger than H1 with stable margins.

Growth

Revenue grew 98% YoY to ₹123 Cr; EBITDA margins remained robust at 40% due to favorable product mix.

Outlook

Aims for ₹1,000 Cr revenue target with ₹500 Cr gross block by the end of FY27.

Risks

Working capital days expected to stretch from 110 to 160 days by FY27-end due to longer-cycle aerospace programs.

Last quarter's promises, checked

Delivered

  • FY27 gross margin ~65% sustainable → Q2 gross margin 69% (= BEAT)
  • FY27 EBITDA margin 34-35% → Q2 EBITDA margin 40% (= BEAT)
  • Q2 revenue stronger than Q1 ~₹108 Cr → ₹123 Cr (= BEAT)

Partly delivered

  • Order book to keep building from ₹280 Cr confirmed → ₹855 Cr, basis unreconciled (= PARTIAL)
  • AS9100 Vizag certification by Q4 FY27 → reaffirmed for Feb 2027, not yet achieved (= PARTIAL)

Missed

  • No significant core capex in FY27 → ₹200-250 Cr capex planned (= MISS)
Source

Earnings Call Transcript 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
₹1,643.00
Market cap
₹8,363 Cr
Revenue (annual)
₹240.5 Cr
Net profit (annual)
₹63.28 Cr
P/E (TTM)
94.9×Sector 52.0×
Promoter holding
79.75%-0.07% QoQ
FII holding
1.01%Current quarter

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

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Financial Results

Unimech Aerospace and Manufacturing Q2 FY27 Results: Net Profit ₹31.8 Cr, Up 102.5% YoY

Unimech Aerospace and Manufacturing Ltd reported revenue from operations of ₹123 Cr (+98.4% YoY) and net profit of ₹31.8 Cr (+102.5% YoY) for Q2 FY27.

Key figure
Net profit ₹31.8 Cr · +102.5% YoY