β All earnings call summaries
UNO Minda Limited β Q4FY26 Earnings Call Summary
Key Takeaways
- Margin guidance for FY27 around 11% Β±50 bps despite startup costs and commodity/labor inflation
- Capex of INR 1,750 Cr planned for FY27; 7 of 11 projects to start/ramp-up including EV powertrain and sunroof
- FY26 consolidated revenue grew 17% y-y to INR 19,589 Cr; EBITDA up 16% at INR 2,182 Cr with 11.1% margin; PAT rose 24% to INR 1,166 Cr (normalized)
- Export revenue from India expected to grow from INR 600 Cr to over INR 1,500 Cr in next few years
- Infotainment JV with Denso to start SOP in FY29 with INR 600 Cr order; potential to grow beyond INR 1,500 Cr by FY30
- Fundraising resolution of INR 2,500 Cr is enabling only, no immediate plans disclosed
- Market share gains across switches, lighting, alloy wheels; capacity expansions underway with 9.5 mn 2W and 7 mn 4W alloy wheel capacity planned
- New EV powertrain plants in Maharashtra and Pune with INR 550 Cr and INR 400 Cr capex respectively; combined revenue potential >2x capex
- Alloy wheel penetration ~70% in 2W, ~40% in 4W; labor cost increases significant, efforts ongoing for price pass-through
- Q4FY26 revenue INR 5,336 Cr (+18% y-y), EBITDA INR 603 Cr (+14%) with 11.3% margin; PAT INR 326 Cr (+22%)
π Source: View original transcript (PDF)
Get UNO Minda Limited earnings summaries on Telegram
Add UNO Minda Limited to your watchlist. Receive AI-generated summaries within hours of every earnings call.
Start free β
Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.