Mayur Uniquoters Ltd has informed the Exchange about Transcript
MAYURUNIQ · price
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Mayur Uniquoters reported Q1 FY26 consolidated revenue of Rs. 215.88 crores (+1% QoQ), PBT of Rs. 54.97 crores (+7% QoQ), and PAT of Rs. 40.73 crores (+2% QoQ). On a standalone basis, revenue grew 6% QoQ to Rs. 206.41 crores with PAT up 19% to Rs. 41.23 crores. Exports contributed 40% of revenue (Rs. 80.05 crores) with the company seeing strong OEM export order momentum from the US expected to continue for 2-3 years. Management reiterated FY26 guidance of 10-15% topline growth and 15-20% bottomline growth, citing product mix improvement and operating efficiency. The Mexico plant plan is postponed due to US tariff uncertainty, though management said the company is unaffected on auto OEM side as it ships to Mexico, not directly to the US; a 50% tariff is flagged as a concern. Sales volume stood at 72.44 lakh meters vs 77 lakh in Q4 FY25, with the replacement market remaining soft.
The reaffirmation of growth guidance and improving export OEM momentum are positives, though flat topline growth and volume contraction QoQ may limit near-term excitement. Investors should watch US tariff developments closely, especially any escalation above 25%, as that could pressure the non-OEM export business despite management's confidence.