Mayur Uniquoters Ltd has informed the Exchange about Transcript
MAYURUNIQ · price
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Mayur Uniquoters reported a strong Q4 FY25 with consolidated revenue of INR250.56 crores (up 20% quarter-on-quarter), PBT of INR56.95 crores (up 34%) and PAT of INR41.50 crores (up 36%). Standalone revenue grew 14% to INR214 crores. For FY26, management guided for 12-15% top line growth and 15-20% bottom line growth, with exports expected to grow 25-30% led by new US OEM orders. The company reiterated its target of INR350 crores in export OEM sales over the next 2 years, with growth momentum expected to continue for 2-3 years. The proposed Mexico plant has been deferred by 3-4 months due to uncertainty over US tariffs, though management clarified that their products are currently not impacted by the 10% US tariff. A new subsidiary in Lithuania has been set up to begin trading in European furnishing/retail markets. The PU business, which is gradually recovering from Chinese dumping, is expected to grow 15-20%.
Strong quarterly performance and confident growth guidance, particularly from exports, are positive signals for shareholders. The deferral of the Mexico expansion and lingering US tariff uncertainty are near-term watchpoints, but management's 2-3 year growth visibility and improving export order book support a constructive outlook for the stock.