Announced Fri, 29 May · 01:01 IST

Investor Presentation

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

UNIMECH · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-3.6%1-day move
₹985.20
prior close
₹993.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-4.3-4.1-4.6-5.6-3.6+0.8+5.8+11.1+10.1+16.7+21.2+10.1
Up moveDown movePending
AI summary

Unimech Aerospace reported FY26 revenue of INR 2,405 million (flat YoY), with Q4 FY26 revenue growing 20% YoY to INR 818 million. EBITDA margin declined to 31% in FY26 from 38% in FY25 due to higher employee and material costs, while PAT margin fell to 22% from 31%. The company expanded globally through a joint venture with Yusuf Bin Ahmed Kanoo Group in Saudi Arabia (USD 30 million project) and completed the acquisition of Hobel Bellows in April 2026. Current order book stands at INR 3,137 million as of May 26, 2026, including INR 866 million in nuclear orders, with FY26 order inflows of INR 3,831 million being the highest ever. The company deepened qualifications across aerospace, semiconductor, defense, and energy sectors while continuing capacity investments.

Likely market impact

The margin compression of 7 percentage points in EBITDA raises near-term profitability concerns, but the strong order book (INR 3,137 million) and recent strategic acquisitions (Hobel, JV) position the company for future revenue diversification and growth. Investors should monitor whether margin recovery occurs as these strategic investments mature.