| Revenue growth | 17% YoY normalized revenue growth for FY26; 18% growth in Q4FY26. |
|---|---|
| Margins | Stable; normalized EBITDA margin at 11.1% for FY26 despite cost pressures. |
| Order book | Landmark wins in lighting, seating, infotainment, and sunroof verticals reported. |
| Demand visibility | Strong; record production in PV and 2W segments driving visibility. |
| Management confidence | High; management highlights outperforming market momentum in PV and 2W sectors. |
Growth
FY26 normalized revenue grew 17% to ₹19,589 Cr; EBITDA rose 16% with broad-based growth in PV and 2W segments.
Outlook
Seven of eleven new project lines, including EV powertrains and sunroofs, start commercial production in FY27.
Risks
Management noted near-term cost and supply chain pressures despite maintaining core profitability through operational discipline.
Last quarter's promises, checked
Delivered
- Guided 11% +/- 50 bps EBITDA margin → delivered 11.1% (= BEAT)
- Guided FY26 2W production growth → delivered 12% YoY (= BEAT)
- Guided PV segment growth → delivered 9% YoY (= BEAT)
Partly delivered
- Guided 4W alloy wheel penetration → delivered 40% (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: UNOMINDA. Summary written with AI assistance from 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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