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Earnings Call

UNO Minda Earnings Call: Key Takeaways

Uno Minda delivered a strong Q3 FY26 with 20% revenue growth and 21% EBITDA growth, driven by core segments and emerging EV/ADAS businesses.

Why this was an Alfa AlertNot a filter event. Results are strong but management did not state they beat prior guided ranges by 5% or more.
Highlights
Revenue growth20% YoY growth to ₹5,018 Cr, primarily organic across multiple segments.
MarginsEBITDA margins stood at 11.0%, up 10 bps on YoY basis.
Demand visibilityStrong momentum cited in domestic and global markets across core businesses.
Management confidenceHigh, emphasizing structural tailwinds and strategic alignment with premiumisation trends.

Growth

Revenue grew 20% YoY to ₹5,018 Cr; PAT rose 28% to ₹298 Cr, showing quality earnings expansion.

Outlook

Announced ₹764 Cr greenfield capex for 1.8 Mn p.a. alloy wheel capacity to be deployed over four years.

Risks

Potential risk in execution of large-scale greenfield capex and volatility in the global automotive supply chain.

Source

Earnings Call filed with BSE, 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.