Unimech Aerospace and Manufacturing Limited — Q2FY27 earnings call summary

Filed 31 October 2026 · Official transcript

Capacity at 65% utilization; INR1,000 crore revenue target with 2x asset turns
H1 FY27 revenue grew 85% y-y to INR231 crore; Q2 revenue INR123 crore, +98% y-y, +14% q-q
Semiconductor business ramping; 60 parts qualified, step-up expected in H2 FY27
Working capital at 110 days; expected to rise to 150-160 days by FY27 end
Management confident of sustaining margins and growth in FY27
Consolidated order book INR855 crore, up 715% y-y, with multi-year LTAs
Hobel Bellows integration driving cross-selling and capacity expansion
Saudi JV capex INR200-250 crore; commissioning by Mar-Apr 2027