Uniparts India Limited — Q2FY27 earnings call summary

Filed 12 November 2026 · Official transcript

Capex planned ~60cr for FY28 focused on capability and growth; Mexico plant first dispatch started Nov 2026
Q2 FY27 revenue 379cr +37% y-y, EBITDA 89cr +38% y-y, EBITDA margin 23.4%, PAT 54cr +37% y-y
FY27 revenue growth guidance 24% y-y; EBITDA margin structurally above 20% over cycle
Fabrication segment growing, 12-15% of new business wins; expected to reach high single-digit % revenue in 18-24 months
Multiple analyst queries on construction demand sustainability post US midterm elections; management confident in multiyear contracts and order backlog
Large agriculture revenue +10% y-y despite 17% industry decline; 35% of new business awards from large ag
Small agriculture sales +25% y-y; recovery underway after 3 years decline
Construction segment revenue +49% y-y; growth driven by AI data centers in US and infrastructure in Europe