MINDACORPNSEMinda Corporation Limited· Auto AncillariesMediumNeutral
Announced Tue, 23 Sept · 15:39 IST

Minda Corporation Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

MINDACORP · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Minda Corporation shared its investor presentation for the Investor Meet held on September 23, 2025 in Pune. The presentation covers the recently acquired 49% stake in Flash Electronics (FY25 revenue ₹1,537 Cr, EBITDA margin 14.5%, 23% EV revenue). For Minda Corp consolidated FY25, revenue stood at ₹5,056 Cr with EBITDA margin of 11.4%, up from 9.2% in FY21. The company outlined its Vision 2030: 3.5x revenue growth to ₹17,500 Cr+, EBITDA margin expansion to 13%, near debt-free status (D/E from 0.6x to 0.3x), and ROCE above 25%. Three new JVs were highlighted—HCMF Taiwan (switches, ₹500 Cr target), Toyodenso Japan (sunroof/PLG, ₹650 Cr target), and SANCO China (EV products, ₹300 Cr target)—collectively targeting ~₹1,450 Cr by FY30. Planned capex of ~₹2,000 Cr over 5 years, with export revenues targeted to grow from ₹420 Cr (FY25) to ₹1,500 Cr by FY30.

Likely market impact

This investor day presentation signals strong multi-year growth ambitions with clear margin expansion, debt reduction, and EV-focused diversification. Shareholders get visibility into a credible roadmap (3.5x revenue, 13% margins, near debt-free by FY30), which should be viewed positively though execution of new JVs and the ₹2,000 Cr capex plan will be key things to track.