UNO Minda Limited — Q2FY27 earnings call summary

Filed 11 November 2026 · Official transcript

Ramp-up of Inovance plant expected by end FY27; sunroof business customer details to be shared post-launch
Asset turn guidance 1.8-2x on new capex; target ROCE 18-20% pre-tax by third year
Employee costs and depreciation expected to remain controlled despite new capacities
EBITDA margin steady at 11%, with 33% EBITDA growth; margin guidance maintained at 11% +/- 50 bps for FY27
Operating leverage and improved gross contribution expected to support margin expansion
Q2 FY27 consolidated revenue grew 38% y-y to INR6,655 Cr; PAT up 38% to INR420 Cr
Strong volume growth across switches, lighting, casting, seating, and green mobility segments
Capex of INR1,415 Cr approved for expansion; new facilities at Kharkhoda, Bawal, Hosur progressing