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Minda Corporation Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Capex guidance for FY27: 400-450 Cr; focus on EV, premiumization, new product launches
- Multiple analyst queries on EV product mix, margin outlook, and capacity ramp-up addressed
- Q4 FY26 revenue 1704 Cr +29% y-y; EBITDA 203 Cr +33% y-y (margin 11.9%); PAT 124 Cr (margin 7.3%)
- FY26 revenue 6185 Cr +22.3% y-y; EBITDA 721 Cr +25.5% y-y (margin +29 bps); PAT 358 Cr +40.3% y-y
- Long-term vision: INR 17,500 Cr revenue by FY30 at 12.5% EBITDA margin, targeting ~20% CAGR
- Strategic JVs with Turntide and Toyodenso advancing; SOPs expected FY27-FY28
- Commodity inflation passed to customers; margin impact controlled via operational levers
- R&D spend focused on product and supply chain innovation; 330 patents filed FY26
- Lifetime order book 10,000 Cr with 48-60 months execution; 20% from exports
- Segment growth: 2W +26%, PV +12%, CV +25%; PV revenue share to rise to 25% with Minda VAST consolidation
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.