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Earnings Call

UNO Minda Earnings Call: Key Takeaways

Uno Minda reported record quarterly revenue of ₹5,336cr and FY26 revenue of ₹19,589cr, driven by robust growth across switches, lighting, and alloy wheel segments.

Why this was an Alfa AlertNot a filter event. Results and margins (11.1% achieved vs 11% guidance) are in line with management targets.
Highlights
Revenue growthFY26 revenue up 17% YoY to ₹19,589cr.
MarginsEBITDA margin guidance maintained at 11% +/- 50bps.
Order bookSignificant new orders in lighting (₹450cr) and infotainment (₹600cr).
Demand visibilityPositive outlook for PV and 2W segments in FY27.
Management confidenceStrong confidence in EV powertrain and lighting order wins.

Growth

FY26 revenue grew 17%; normalized PAT reached ₹1,166cr, up 24% YoY. EBITDA margins steady at 11.1%.

Outlook

Planned FY27 capex of ₹1,750cr. Commissioning new EV powertrain and sunroof facilities. Targeting 11% +/- 50bps EBITDA margin.

Risks

Commodity inflation, labor cost hikes (35% in Haryana), and near-term alloy wheel penetration moderation.

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.