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Earnings Call

UNO Minda Earnings Call: Key Takeaways

Uno Minda Limited reported robust Q4 FY26 performance with 18% revenue growth and 14% EBITDA growth. Management highlights broad-based recovery and strategic shift toward high-value automotive components and green mobility.

Why this was an Alfa AlertNot a filter event. Results were in line with guided EBITDA margins of 11% ± 50bps.
Highlights
Revenue growth18% YoY for Q4 FY26; 17% for full year FY26.
MarginsEBITDA margins stable at 11.3% for Q4; FY27 guidance 11% ± 50bps.
Order bookNew 2-wheeler lighting order worth ₹450cr; Sunroof order potential ₹350cr+.
Demand visibilityStrong visibility for EDU and DST via strategic customer partnerships.
Management confidenceStrong confidence in execution with separate business teams for multiple plants.

Growth

Q4 revenue grew 18% to ₹5,336cr; FY26 revenue reached ₹19,589cr (up 17%). Full-year PAT grew 24% to ₹1,166cr.

Outlook

FY27 Capex planned at ₹1,750cr. EBITDA margin guidance maintained at 11% ± 50bps.

Risks

Geopolitical tensions causing commodity volatility and 35% labor cost spikes in specific states (Haryana).

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.

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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
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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.