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Earnings Call

UNO Minda Earnings Call: Key Takeaways

Uno Minda reported strong Q4 FY26 results with consolidated revenue at ₹5,336 Cr and PAT at ₹326 Cr, focusing on EV powertrain expansion and kit value growth.

Why this was an Alfa AlertNot a filter event. Results are strong but represent steady growth without a confirmed material guidance beat.
Highlights
Revenue growth17% YoY growth for FY26; 18% for Q4 FY26.
MarginsFY26 EBITDA margin stable at 11.1%.
Order bookNew export orders worth ₹390 Cr and ₹600 Cr IVI order.
Demand visibilityPositive, driven by 21% YoY growth in 2W industry volumes.
Management confidenceHigh, focused on EV leadership and increasing kit value per vehicle.

Growth

FY26 consolidated revenue grew 17% YoY to ₹19,589 Cr; Q4 PAT increased 22% YoY to ₹326 Cr.

Outlook

Ongoing ₹3,670 Cr capex plan; new ₹550 Cr PV EV powertrain plant announced for Q2 FY28 SOP.

Risks

Commodity price surges in Aluminum/Resins, West Asia conflict impacting supply chains, and rising USD/INR costs.

Source

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

Read the document ↗

UNO Minda Ltd: key numbers

Share price
₹1,218.00
Market cap
₹70,336 Cr
Revenue (annual)
₹19,658 Cr
Net profit (annual)
₹1,197 Cr
P/E (TTM)
58.5×Sector 33.6×
Promoter holding
68.36%-0.01% QoQ
FII holding
8.15%Current quarter

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

More from UNO Minda Ltd

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16:20 IST BSE
Debt & Borrowing

UNO Minda Debt & Borrowing: ₹100 Cr

Uno Minda Limited issued and allotted Commercial Papers aggregating to ₹100 Crore via private placement. The issuance has a 90-day tenor and was subscribed by Kotak Mahindra Bank.

Value
₹100.0 Cr
Execution
90 days
19:19 IST BSE
Legal & Regulatory

UNO Minda Legal & Regulatory

UNO Minda received a tax order from the Pune VAT authority demanding Rs. 1.42 Crore, including penalties. The company intends to contest the order.

Value
₹1.42 Cr
From
Joint Commissioner of State Tax- Pune VAT
19:09 IST BSE
Legal & Regulatory

UNO Minda Legal & Regulatory

Uno Minda received a tax demand order of Rs. 1.14 Crore from Pune VAT authorities for CST non-compliance. The company intends to contest the order.

Value
₹1.14 Cr
From
Joint Commissioner of State Tax- Pune VAT
10:24 IST BSE
Capacity Expansion

UNO Minda Capacity Expansion: ₹1,415 Cr Investment

Uno Minda announces four capacity expansion projects with a combined investment of Rs.1,415 crore. Plans cover new plants in alloy wheels, casting, moulding and sealing systems.

Value
₹1,415 Cr
aluminium casting capacity
30000 MT
21:44 IST BSE
Capacity Expansion

UNO Minda Capacity Expansion: ₹670 Cr Investment

UNO Minda Ltd has approved a capacity expansion at its subsidiary, involving an investment of ₹670 Crore. This facility will be located in Chhatrapati Sambhajinagar, Maharashtra.

Value
₹670.0 Cr
Execution
phased manner with SOP Q4 FY 2029
manufacturing capacity
1.5 Lakhs units p.a.
21:44 IST NSE
Capacity Expansion

UNO Minda Capacity Expansion: ₹67 Cr Investment

Uno Minda approved a new facility setup for Toyoda Gosei South India, adding 1.5 Lakh units p.a. capacity with a ₹670 Crore investment.

Value
₹67.00 Cr
Execution
Q4 FY 2029
manufacturing capacity
1.5 Lakhs units p.a.